COMPASS FINANCIAL MANAGEMENT LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 2148724
TAMPA, FL
Position in DOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$91,613
New position
Shares Held
4,281
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 750 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $213,782 across 3 REIT - Healthcare Facilities names. DOC ranks #1 (42.9% of the industry book) .
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,613 | 4,281 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||