Position in DOC
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$350,831
+$43,015 QoQ
Shares Held
16,394
-12.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#453
of 750 holders
Holding Since
Jun 2020
14 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, 2026Valeo Financial Advisors, LLC holds $966,146 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (36.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,711 | $615,315 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
16,394 | $350,831 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,831 | 16,394 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $307,816 | 18,735 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $265,641 | 16,520 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $337,901 | 17,645 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $280,807 | 16,037 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $403,025 | 19,932 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $415,271 | 20,487 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $470,664 | 20,580 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $370,322 | 18,894 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $271,125 | 14,460 | Shares | Sole | 2024-04-25 | |
| 2021-03-31 | $6,665 | 210 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $6,046 | 200 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,430 | 200 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,244 | 408 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||