Cape Investment Advisory, Inc.
Position in DOC — Healthpeak Properties, Inc.
CIK 1944437
MCDONOUGH, GA
Position in DOC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$172,483
+$23,905 QoQ
Shares Held
8,060
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#545
of 750 holders
Holding Since
Sep 2025
3 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, 2026Cape Investment Advisory, Inc. holds $514,510 across 7 REIT - Healthcare Facilities names. DOC ranks #1 (33.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
8,060 | $172,483 | |
| 2 | WELL |
Welltower Inc.
|
696 | $157,970 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
3,447 | $104,650 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
2,285 | $46,088 | |
| 5 | VTR |
Ventas, Inc.
|
197 | $17,493 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
205 | $9,774 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
150 | $6,052 |
All Filings in DOC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $172,483 | 8,060 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $148,578 | 9,240 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $172,713 | 9,019 | Shares | Sole | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||