Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
DOC holding history
Healthpeak Properties, Inc. in every 13F filed by Marks Group Wealth Management, Inc, 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)
- 93,121
- Value
- $1.99M
- % of portfolio
- 0.2%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 93,121 | $1.99M | 0.2% | +1,406+1.5% | Added | Holders |
| Q1 2026 | 91,715 | $1.51M | 0.1% | +1,239+1.4% | Added | Holders |
| Q4 2025 | 90,476 | $1.45M | 0.1% | +10,912+13.7% | Added | Holders |
| Q3 2025 | 79,564 | $1.52M | 0.1% | +79,564 | New | Holders |