Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,187,123
+$1,587,804 QoQ
Shares Held
242,389
+10.6% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 756 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 15%
Shared 62%
None 23%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. DOC ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,187,123 | 242,389 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,599,319 | 219,070 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,550,946 | 158,641 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,368,599 | 175,906 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,095,172 | 176,766 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,166,856 | 206,076 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,097,256 | 202,134 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $5,050,770 | 220,847 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,792,294 | 142,464 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,919,825 | 155,724 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $549,568 | 27,756 | Shares | Sole | 2024-01-26 | |
| 2023-06-30 | $444,129 | 22,096 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $363,845 | 16,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $430,777 | 17,183 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||