CREATIVE FINANCIAL DESIGNS INC /ADV
Position in DOC — Healthpeak Properties, Inc.
CIK 819864
KOKOMO, IN
Position in DOC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$299,086
+$68,754 QoQ
Shares Held
13,976
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#100
of 218 holders
Holding Since
Mar 2023
14 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. DOC ranks #2 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
22,471 | $682,219 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
13,976 | $299,086 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,540 | $288,911 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,317 | $205,834 | |
| 5 | WELL |
Welltower Inc.
|
589 | $133,685 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
5,455 | $99,717 | |
| 7 | VTR |
Ventas, Inc.
|
554 | $49,195 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
72 | $3,157 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,086 | 13,976 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $230,332 | 14,019 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $163,453 | 10,165 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $183,629 | 9,589 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $147,311 | 8,413 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $80,839 | 3,998 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $81,039 | 3,998 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $91,434 | 3,998 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $78,360 | 3,998 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $74,962 | 3,998 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $86,090 | 4,348 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $73,403 | 3,998 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $64,219 | 3,195 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $27,989 | 1,274 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||