Position in DOC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$143,315
+$101,784 QoQ
Shares Held
6,697
+226.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#552
of 750 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Continuum Advisory, LLC holds $1,094,356 across 9 REIT - Healthcare Facilities names. DOC ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,117 | $707,465 | |
| 2 | DOC |
Healthpeak Properties, Inc.
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|
6,697 | $143,315 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
3,447 | $104,650 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
1,348 | $64,272 | |
| 5 | MPT |
Medical Properties Trust Inc
|
6,674 | $30,833 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
1,287 | $25,958 | |
| 7 | VTR |
Ventas, Inc.
|
122 | $10,833 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
98 | $3,954 |
All Filings in DOC
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,315 | 6,697 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $41,531 | 2,054 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $44,107 | 2,176 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $47,775 | 2,089 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $15,503 | 791 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $14,550 | 776 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||