Position in DOC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,853
+$1,824 QoQ
Shares Held
367
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#656
of 749 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $211,113 across 8 REIT - Healthcare Facilities names. DOC ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
776 | $176,128 | |
| 2 | MPT |
Medical Properties Trust Inc
|
2,475 | $11,434 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
451 | $9,096 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
367 | $7,853 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
127 | $6,055 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
12 | $234 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
4 | $161 | |
| 8 | NHI |
National Health Investors Inc
|
2 | $152 |
All Filings in DOC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,853 | 367 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,029 | 367 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $10,709 | 666 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $12,753 | 666 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $18,665 | 1,066 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $21,554 | 1,066 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,303 | 755 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $17,266 | 755 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $14,798 | 755 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,156 | 755 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $14,949 | 755 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,861 | 755 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $15,175 | 755 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,587 | 755 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $18,927 | 755 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $17,304 | 755 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,562 | 755 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $25,919 | 755 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||