Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,532,539
+$227,291 QoQ
Shares Held
71,614
-9.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 750 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $44,313,875 across 12 REIT - Healthcare Facilities names. DOC ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
83,300 | $18,906,601 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
127,146 | $5,130,341 | |
| 3 | NHI |
National Health Investors Inc
|
57,825 | $4,409,734 | |
| 4 | VTR |
Ventas, Inc.
|
49,585 | $4,403,148 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
64,891 | $3,094,002 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
88,113 | $1,777,239 | |
| 7 | DOC |
Healthpeak Properties, Inc.
This page
|
71,614 | $1,532,539 | |
| 8 | LTC |
Ltc Properties Inc
|
37,115 | $1,427,071 |
All Filings in DOC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,532,539 | 71,614 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,305,248 | 79,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $923,474 | 57,430 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,299,136 | 67,840 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,333,806 | 76,174 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,579,566 | 78,119 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,554,607 | 76,695 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,841,217 | 80,508 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,882,129 | 96,027 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,746,318 | 93,137 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,948,339 | 98,401 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,362,238 | 74,196 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,543,579 | 76,795 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,636,523 | 74,489 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,204,362 | 48,040 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $968,484 | 42,255 | Shares | Sole | 2022-11-16 | |
| No filing history on record for this holder in this stock. | ||||||