Caldwell Trust Co

Bank

Position in DOC — Healthpeak Properties, Inc.

CIK 2080218 Venice, FL

Position in DOC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$877

-$10,108 QoQ

Shares Held

-91.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#728

of 750 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Caldwell Trust Co holds $430,868 across 5 REIT - Healthcare Facilities names. DOC ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc.	2,120	$188,256
2	CTRE	CareTrust REIT, Inc.	2,764	$111,527
3	WELL	Welltower Inc.	361	$81,936
4	NHI	National Health Investors Inc	633	$48,272
5	DOC	Healthpeak Properties, Inc. This page	41	$877

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$877	41	-91.8%	Shares	Sole	2026-08-03
2023-03-31	$10,985	500	0.0%	Shares	Sole	2025-10-01
2022-12-31	$12,535	500	0.0%	Shares	Sole	2025-10-01
2022-09-30	$11,460	500	0.0%	Shares	Sole	2025-10-01
2022-06-30	$12,955	500	-16.7%	Shares	Sole	2025-10-02
2022-03-31	$20,598	600	0.0%	Shares	Sole	2025-10-02
2021-12-31	$21,654	600	0.0%	Shares	Sole	2025-10-02
2021-09-30	$20,088	600	0.0%	Shares	Sole	2025-10-02
2021-06-30	$19,974	600	0.0%	Shares	Sole	2025-10-02
2021-03-31	$19,044	600	0.0%	Shares	Sole	2025-10-02
2020-12-31	$18,138	600	-51.8%	Shares	Sole	2025-10-02
2020-09-30	$33,801	1,245	0.0%	Shares	Sole	2025-10-02
2020-06-30	$34,312	1,245	0.0%	Shares	Sole	2025-10-02
2020-03-31	$29,693	1,245	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.