IMG Wealth Management, Inc.
Position in DOC — Healthpeak Properties, Inc.
CIK 2032103
JACKSONVILLE, FL
Position in DOC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,675
+$622 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#702
of 749 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026IMG Wealth Management, Inc. holds $14,654 across 3 REIT - Healthcare Facilities names. DOC ranks #2 (18.3% of the industry book) .
All Filings in DOC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,675 | 125 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,053 | 125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,913 | 119 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||