VALLEY NATIONAL ADVISERS INC

Position in DOC — Healthpeak Properties, Inc.

CIK 773411 BETHLEHEM, PA

Position in DOC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$17,376

+$4,035 QoQ

Shares Held

812

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#621

of 749 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $152,960 across 4 REIT - Healthcare Facilities names. DOC ranks #2 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	531	$120,521
2	DOC	Healthpeak Properties, Inc. This page	812	$17,376
3	UHT	Universal Health Realty Income Trust	307	$13,465
4	VTR	Ventas, Inc.	18	$1,598

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,376	812	0.0%	Shares	Sole	2026-07-29
2026-03-31	$13,341	812	-2.4%	Shares	Sole	2026-04-15
2025-12-31	$13,378	832	0.0%	Shares	Sole	2026-01-23
2025-09-30	$15,932	832	0.0%	Shares	Sole	2025-10-17
2025-06-30	$14,568	832	+145.4%	Shares	Sole	2025-07-22
2025-03-31	$6	339	+2.1%	Shares	Sole	2025-04-25
2024-12-31	$6	332	0.0%	Shares	Sole	2025-01-24
2024-09-30	$7,592	332	-34.5%	Shares	Sole	2024-10-24
2024-06-30	$9	507	+6.3%	Shares	Sole	2024-07-18
2024-03-31	$8	477	+24.9%	Shares	Sole	2024-04-19
2023-12-31	$7,563	382	+16.8%	Shares	Sole	2024-01-25
2023-09-30	$6,003	327	+4.8%	Shares	Sole	2023-11-13
2023-06-30	$7	312	0.0%	Shares	Sole	2023-07-31
2023-03-31	$6,854	312	0.0%	Shares	Sole	2023-04-26
2022-12-31	$7,821	312	0.0%	Shares	Sole	2023-01-12
2022-09-30	$7,151	312	0.0%	Shares	Sole	2022-11-08
2022-06-30	$8,083	312	0.0%	Shares	Sole	2022-07-15
2022-03-31	$10,710	312	0.0%	Shares	Sole	2022-05-06
2021-12-31	$11,260	312	0.0%	Shares	Sole	2022-02-11
2021-09-30	$10,445	312	0.0%	Shares	Sole	2021-11-10
2021-06-30	$10,386	312	0.0%	Shares	Sole	2021-08-02
2021-03-31	$9,902	312	0.0%	Shares	Sole	2021-05-07
2020-12-31	$9,431	312	0.0%	Shares	Sole	2021-02-11
2020-09-30	$8,470	312	0.0%	Shares	Sole	2020-11-13
2020-06-30	$8,598	312	0.0%	Shares	Sole	2020-08-10
2020-03-31	$7,441	312	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.