LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2131510
LOUISVILLE, KY
Position in DOC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$578,827
+$76,940 QoQ
Shares Held
27,048
-11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#390
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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $1,364,615 across 3 REIT - Healthcare Facilities names. DOC ranks #1 (42.4% of the industry book) .
All Filings in DOC
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,827 | 27,048 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $501,887 | 30,547 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||