Duncan Williams Asset Management, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2011771
MEMPHIS, TN
Position in DOC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$197,767
-$24,265 QoQ
Shares Held
12,037
-12.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Duncan Williams Asset Management, LLC holds $476,102 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (41.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XRN |
Chiron Real Estate Inc.
|
8,414 | $278,335 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
12,037 | $197,767 |
All Filings in DOC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,767 | 12,037 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $222,032 | 13,808 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $266,280 | 13,905 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $242,968 | 13,876 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $279,986 | 13,847 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $280,171 | 13,822 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $321,712 | 14,067 | Shares | Sole | 2024-10-03 | |
| No filing history on record for this holder in this stock. | ||||||