Provenance Wealth Advisors, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in DOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$257,206
+$69,921 QoQ
Shares Held
12,019
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#501
of 750 holders
Holding Since
Mar 2024
10 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, 2026Provenance Wealth Advisors, LLC holds $262,928 across 3 REIT - Healthcare Facilities names. DOC ranks #1 (97.8% of the industry book) .
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,206 | 12,019 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $187,285 | 11,399 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $183,295 | 11,399 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $218,290 | 11,399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $199,596 | 11,399 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $230,487 | 11,399 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $231,057 | 11,399 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $260,695 | 11,399 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $223,420 | 11,399 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $213,731 | 11,399 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||