Cetera Trust Company, N.A
BankPosition in DOC — Healthpeak Properties, Inc.
CIK 2005547
ST. PAUL, MN
Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$204,798
+$52,492 QoQ
Shares Held
9,570
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#539
of 750 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, 2026Cetera Trust Company, N.A holds $1,037,420 across 3 REIT - Healthcare Facilities names. DOC ranks #3 (19.7% of the industry book) .
All Filings in DOC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,798 | 9,570 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $152,306 | 9,270 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $145,443 | 9,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $224,438 | 11,720 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $205,217 | 11,720 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $229,497 | 11,350 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $193,578 | 9,550 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $239,563 | 10,475 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $205,310 | 10,475 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $196,406 | 10,475 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $88,110 | 4,450 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||