INDEPENDENT FINANCIAL GROUP, LLC
Position in DOC — Healthpeak Properties, Inc.
CIK 275484
SAN DIEGO, CA
Position in DOC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,763,253
+$169,992 QoQ
Shares Held
129,124
-18.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#37
of 218 holders
Holding Since
Dec 2022
15 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $17,631,167 across 9 REIT - Healthcare Facilities names. DOC ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
110,823 | $5,779,419 | |
| 2 | SBRA |
Sabra Health Care REIT, Inc.
|
241,532 | $4,712,289 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
129,124 | $2,763,253 | |
| 4 | WELL |
Welltower Inc.
|
8,874 | $2,014,131 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
23,989 | $728,306 | |
| 6 | NHI |
National Health Investors Inc
|
9,248 | $705,252 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
12,437 | $592,996 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
5,233 | $211,151 |
All Filings in DOC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,763,253 | 129,124 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,593,261 | 157,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,867,900 | 178,352 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $3,904,627 | 203,897 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,101,843 | 177,147 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $3,176,460 | 157,095 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,797,381 | 138,006 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,994,940 | 130,955 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $1,413,846 | 72,135 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $744,843 | 39,725 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $599,247 | 30,265 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $436,509 | 23,775 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $259,390 | 12,905 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $253,863 | 11,555 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $204,571 | 8,160 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||