AssuredPartners Investment Advisors, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2055492
Tampa, FL
Position in DOC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$456,697
+$87,565 QoQ
Shares Held
21,341
-5.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#420
of 754 holders
Holding Since
Dec 2024
5 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, 2026AssuredPartners Investment Advisors, LLC holds $1,509,660 across 3 REIT - Healthcare Facilities names. DOC ranks #2 (30.3% of the industry book) .
All Filings in DOC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,697 | 21,341 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $369,132 | 22,467 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $343,500 | 21,362 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $446,619 | 22,088 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $434,223 | 21,422 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||