Position in DOC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,787,158
New position
Shares Held
176,970
first reported quarter
Ownership
0.026%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#195
of 749 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 94%
Shared 0%
None 6%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Lido Advisors, LLC holds $17,070,727 across 6 REIT - Healthcare Facilities names. DOC ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
50,575 | $11,479,006 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
176,970 | $3,787,158 | |
| 3 | VTR |
Ventas, Inc.
|
9,019 | $800,886 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
15,288 | $616,870 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
6,517 | $310,730 | |
| 6 | MPT |
Medical Properties Trust Inc
|
16,467 | $76,077 |
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,787,158 | 176,970 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||