Financial Perspectives, Inc
Position in DOC — Healthpeak Properties, Inc.
CIK 2003287
MINNEAPOLIS, MN
Position in DOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$14,723
+$3,420 QoQ
Shares Held
688
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#629
of 750 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $59,436 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
197 | $44,713 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
688 | $14,723 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,723 | 688 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,303 | 688 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,063 | 688 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,175 | 688 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $12,046 | 688 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,911 | 688 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $13,743 | 678 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $15,277 | 668 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $12,916 | 659 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,168 | 649 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $38,075 | 1,923 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $34,700 | 1,890 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $37,426 | 1,862 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $40,314 | 1,835 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $45,476 | 1,814 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $41,072 | 1,792 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $45,938 | 1,773 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $60,283 | 1,756 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $62,760 | 1,739 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $57,719 | 1,724 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $58,490 | 1,757 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $1,706,977 | 53,780 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $50,695 | 1,677 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $44,987 | 1,657 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $45,060 | 1,635 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $38,350 | 1,608 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||