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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q2 2026)
531,278
Value
$11.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DOC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026531,278$11.4M<0.1%+122,973+30.1%AddedHolders
Q1 2026408,305$6.71M<0.1%+263,710+182.4%AddedHolders
Q4 2025144,595$2.33M<0.1%−58,779−28.9%ReducedHolders
Q3 2025203,374$3.89M<0.1%+46,252+29.4%AddedHolders
Q2 2025157,122$2.75M<0.1%−24,615−13.5%ReducedHolders
Q1 2025181,737$3.67M<0.1%−2,045−1.1%ReducedHolders
Q4 2024183,782$3.73M<0.1%−8,155−4.2%ReducedHolders
Q3 2024191,937$4.39M<0.1%+27,089+16.4%AddedHolders
Q2 2024164,848$3.23M<0.1%+34,062+26.0%AddedHolders
Q1 2024130,786$2.45M<0.1%+35,230+36.9%AddedHolders
Q4 202395,556$1.89M<0.1%+32,904+52.5%AddedHolders
Q3 202362,652$1.15M<0.1%+3,602+6.1%AddedHolders
Q2 202359,050$1.19M<0.1%+16,074+37.4%AddedHolders
Q1 202342,976$944.2K<0.1%−4,044−8.6%ReducedHolders
Q4 202247,020$1.18M<0.1%−1,795−3.7%ReducedHolders
Q3 202248,815$1.12M<0.1%+1,614+3.4%AddedHolders
Q2 202247,201$1.22M<0.1%−28−0.1%ReducedHolders
Q1 202247,229$1.62M<0.1%−3,231−6.4%ReducedHolders
Q4 202150,460$1.82M<0.1%+1,383+2.8%AddedHolders
Q3 202149,077$1.64M<0.1%+3,990+8.8%AddedHolders
Q2 202145,087$1.50M<0.1%+4,727+11.7%AddedHolders
Q1 202140,360$1.28M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.