Bruce G. Allen Investments, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2005409
DENVER, CO
Position in DOC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$153,288
+$32,594 QoQ
Shares Held
7,163
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#549
of 749 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $297,915 across 5 REIT - Healthcare Facilities names. DOC ranks #1 (51.5% of the industry book) .
All Filings in DOC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,288 | 7,163 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $120,694 | 7,346 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $98,875 | 6,149 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $85,026 | 4,440 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $77,744 | 4,440 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $15,043 | 744 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,695 | 873 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $19,965 | 873 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $17,110 | 873 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $17,006 | 907 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $25,898 | 1,308 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||