Position in DOC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,708,451
+$4,383,364 QoQ
Shares Held
408,305
+182.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.8341803308801019.ToString("F0")%
Shared 0.ToString("F0")%
None 99.1658196691199.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Creative Planning holds $89,458,934 across 15 REIT - Healthcare Facilities names. DOC ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
220,074 | $43,510,830 | |
| 2 | VTR |
Ventas, Inc.
|
150,378 | $12,297,912 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
175,381 | $7,685,195 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
408,305 | $6,708,451 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
320,819 | $5,450,714 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
101,154 | $3,707,294 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
43,738 | $2,062,684 | |
| 8 | MPT |
Medical Properties Trust Inc
|
361,660 | $1,674,485 |
All Filings in DOC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,708,451 | 408,305 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,325,087 | 144,595 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,894,612 | 203,374 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,751,206 | 157,122 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,674,722 | 181,737 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,725,260 | 183,782 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,389,598 | 191,937 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,231,014 | 164,848 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $2,452,237 | 130,786 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,892,008 | 95,556 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,150,290 | 62,652 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,186,904 | 59,050 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $944,182 | 42,976 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,178,791 | 47,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,118,839 | 48,815 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,222,977 | 47,201 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,621,371 | 47,229 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,821,101 | 50,460 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,643,097 | 49,077 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,500,946 | 45,087 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,281,026 | 40,360 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,293,209 | 42,779 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,225,551 | 45,140 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,265,004 | 45,900 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,041,982 | 43,689 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||