Position in DOC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$107,000
+$24,850 QoQ
Shares Held
5,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#563
of 750 holders
Holding Since
Dec 2020
11 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, 2026TOMPKINS FINANCIAL CORP holds $284,600 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (37.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
2,000 | $177,600 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
5,000 | $107,000 |
All Filings in DOC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,000 | 5,000 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $82,150 | 5,000 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $80,400 | 5,000 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $95,750 | 5,000 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $87,550 | 5,000 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $101,100 | 5,000 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $101,350 | 5,000 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $114,350 | 5,000 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $98,000 | 5,000 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $94,125 | 5,020 | Shares | Defined | 2024-04-08 | |
| 2020-12-31 | $2,690 | 89 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||