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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Ibex Wealth Advisors, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2024
Holdings of DOC by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−270,758−100.0%Sold outHolders
Q2 2025270,758$4.74M0.5%+20,717+8.3%AddedHolders
Q1 2025250,041$5.06M0.7%+250,041NewHolders
Q3 20240$00.0%−212−100.0%Sold outHolders
Q2 2024212$4.16K<0.1%+212NewHolders