Envestnet Portfolio Solutions, Inc.
Position in DOC — Healthpeak Properties, Inc.
CIK 1998033
BERWYN, PA
Position in DOC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$620,428
+$104,149 QoQ
Shares Held
28,992
-7.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#380
of 750 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $7,854,653 across 6 REIT - Healthcare Facilities names. DOC ranks #4 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
19,790 | $4,491,736 | |
| 2 | VTR |
Ventas, Inc.
|
10,760 | $955,488 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
22,148 | $893,671 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
28,992 | $620,428 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
11,701 | $610,207 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
5,938 | $283,123 |
All Filings in DOC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $620,428 | 28,992 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $516,279 | 31,423 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $568,974 | 35,384 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $778,907 | 40,674 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $724,878 | 41,398 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $998,827 | 49,398 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $862,062 | 42,529 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $923,696 | 40,389 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $872,219 | 44,501 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $822,243 | 43,853 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $689,099 | 34,803 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $575,732 | 31,358 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||