Accurate Wealth Management, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 1877728
WESLEY CHAPEL, FL
Position in DOC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$334,503
+$125,005 QoQ
Shares Held
15,631
+22.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#463
of 750 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Accurate Wealth Management, LLC holds $1,478,217 across 4 REIT - Healthcare Facilities names. DOC ranks #3 (22.6% of the industry book) .
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,503 | 15,631 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $209,498 | 12,751 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $177,796 | 11,057 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $208,045 | 10,864 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $187,129 | 10,687 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $293,169 | 14,499 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $249,098 | 12,289 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $249,717 | 10,919 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $211,621 | 10,797 | Shares | Sole | 2024-07-17 | |
| 2022-12-31 | $125,124 | 4,991 | Shares | Sole | 2023-01-11 | |
| No filing history on record for this holder in this stock. | ||||||