Total Wealth Planning & Management, Inc.
Position in DOC — Healthpeak Properties, Inc.
CIK 2058383
Ponte Vedra Beach, FL
Position in DOC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$315,029
+$135,640 QoQ
Shares Held
14,721
+43.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#163
of 339 holders
Holding Since
Jun 2025
2 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, 2026Total Wealth Planning & Management, Inc. holds $1,018,236 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UHT |
Universal Health Realty Income Trust
|
16,033 | $703,207 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
14,721 | $315,029 |
All Filings in DOC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,029 | 14,721 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $179,389 | 10,245 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||