ADVISORS MANAGEMENT GROUP INC /ADV
Position in DOC — Healthpeak Properties, Inc.
CIK 842766
LA CROSSE, WI
Position in DOC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$493,056
+$107,674 QoQ
Shares Held
23,040
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#410
of 750 holders
Holding Since
Mar 2020
25 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $13,811,234 across 3 REIT - Healthcare Facilities names. DOC ranks #3 (3.6% of the industry book) .
All Filings in DOC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,056 | 23,040 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $385,382 | 23,456 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $729,549 | 45,370 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,753,852 | 91,585 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $1,625,891 | 92,855 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,881,046 | 93,029 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,889,569 | 93,220 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,154,216 | 94,194 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,842,831 | 94,022 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $1,864,130 | 94,148 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,740,638 | 94,806 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,885,058 | 93,784 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,083,788 | 94,847 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,399,499 | 95,712 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,193,214 | 95,690 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,499,926 | 96,485 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,341,098 | 97,323 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $3,535,556 | 97,965 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,284,689 | 98,109 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $3,293,146 | 98,923 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,145,148 | 99,091 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,910,695 | 96,285 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $2,512,026 | 92,524 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,557,292 | 92,790 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,270,496 | 95,199 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||