Old North State Wealth Management, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2041262
Wilmington, NC
Position in DOC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,277,559
+$958,707 QoQ
Shares Held
106,428
+32.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#253
of 750 holders
Holding Since
Mar 2026
2 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, 2026Old North State Wealth Management, LLC holds $6,084,859 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
42,875 | $3,807,300 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
106,428 | $2,277,559 |
All Filings in DOC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,277,559 | 106,428 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,318,852 | 80,271 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||