LRI Investments, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in DOC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$126,110
-$24,766 QoQ
Shares Held
5,893
-35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#556
of 750 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $1,078,491 across 5 REIT - Healthcare Facilities names. DOC ranks #2 (11.7% of the industry book) .
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,110 | 5,893 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $150,876 | 9,183 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $146,376 | 9,103 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $137,650 | 7,188 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $78,462 | 4,481 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $76,512 | 3,784 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $73,681 | 3,635 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $76,888 | 3,362 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $46,824 | 2,389 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $11,250 | 600 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||