Position in DOC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$582,786
+$577,841 QoQ
Shares Held
27,233
+8947.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 736 holders
Holding Since
Mar 2020
22 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, 2026Clearstead Advisors, LLC holds $3,139,560 across 16 REIT - Healthcare Facilities names. DOC ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,777 | $2,219,085 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
27,233 | $582,786 | |
| 3 | VTR |
Ventas, Inc.
|
2,230 | $198,024 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
1,639 | $66,133 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
583 | $27,797 | |
| 6 | NHI |
National Health Investors Inc
|
318 | $24,250 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
305 | $6,151 | |
| 8 | MPT |
Medical Properties Trust Inc
|
1,280 | $5,913 |
All Filings in DOC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,786 | 27,233 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,945 | 301 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,307 | 1,947 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,998 | 731 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,574 | 661 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $13,911 | 688 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $15,587 | 769 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,015 | 744 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,898 | 403 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $1,782 | 90 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,672 | 200 | Shares | Sole | 2023-11-07 | |
| 2022-09-30 | $3,850 | 168 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,488 | 482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,547 | 482 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $17,395 | 482 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $41,113 | 1,228 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,021 | 1,052 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $33,390 | 1,052 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $42,322 | 1,400 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $38,010 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $38,584 | 1,400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $33,390 | 1,400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||