JONES FINANCIAL COMPANIES LLLP

Position in DOC — Healthpeak Properties, Inc.

CIK 815917 DES PERES, MO

Position in DOC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,639,905

+$1,727,890 QoQ

Shares Held

263,547

+10.7% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#159

of 736 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $166,928,617 across 17 REIT - Healthcare Facilities names. DOC ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	557,265	$126,482,436
2	VTR	Ventas, Inc.	159,097	$14,127,813
3	HR	Healthcare Realty Trust Inc	608,589	$12,275,240
4	DOC	Healthpeak Properties, Inc. This page	263,547	$5,639,905
5	AHR	American Healthcare REIT, Inc.	57,801	$3,014,322
6	OHI	Omega Healthcare Investors Inc	46,298	$2,207,488
7	CTRE	CareTrust REIT, Inc.	37,697	$1,521,073
8	MPT	Medical Properties Trust Inc	108,960	$503,395

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,639,905	263,547	+10.7%	Shares	Sole	2026-08-14
2026-03-31	$3,912,015	238,102	+572.7%	Shares	Sole	2026-05-15
2025-12-31	$569,135	35,394	+32.8%	Shares	Sole	2026-02-17
2025-09-30	$510,309	26,648	+19.7%	Shares	Sole	2025-11-04
2025-06-30	$389,807	22,262	+51.2%	Shares	Sole	2025-08-13
2025-03-31	$297,779	14,727	+23.1%	Shares	Sole	2025-05-28
2024-12-31	$242,490	11,963	+21.5%	Shares	Sole	2025-02-06
2024-09-30	$225,155	9,845	+131.7%	Shares	Sole	2024-11-12
2024-06-30	$83,280	4,249	+957.0%	Shares	Sole	2024-08-14
2021-03-31	$12,759	402	0.0%	Shares	Sole	2021-04-30
2020-12-31	$12,152	402	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.