DIVERSIFY WEALTH MANAGEMENT, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2030780
SANDY, UT
Position in DOC
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,284,809
New position
Shares Held
78,199
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 20%
Shared 0%
None 80%
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $13,097,687 across 8 REIT - Healthcare Facilities names. DOC ranks #7 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
120,319 | $2,849,153 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
52,357 | $2,469,156 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
40,932 | $1,793,640 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
84,501 | $1,624,954 | |
| 5 | MPT |
Medical Properties Trust Inc
|
310,663 | $1,438,369 | |
| 6 | LTC |
Ltc Properties Inc
|
37,876 | $1,407,472 | |
| 7 | DOC |
Healthpeak Properties, Inc.
This page
|
78,199 | $1,284,809 | |
| 8 | WELL |
Welltower Inc.
|
1,164 | $230,134 |
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,284,809 | 78,199 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||