Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$694,236
+$372,077 QoQ
Shares Held
32,441
+65.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#358
of 736 holders
Holding Since
Sep 2022
16 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, 2026MAI Capital Management holds $12,907,322 across 9 REIT - Healthcare Facilities names. DOC ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
29,917 | $6,790,260 | |
| 2 | VTR |
Ventas, Inc.
|
39,512 | $3,508,665 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
32,441 | $694,236 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
11,585 | $467,454 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
20,625 | $416,005 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
8,664 | $413,098 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
14,745 | $287,674 | |
| 8 | LTC |
Ltc Properties Inc
|
5,323 | $204,669 |
All Filings in DOC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,236 | 32,441 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $322,159 | 19,608 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $252,841 | 15,724 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $345,561 | 18,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $312,851 | 17,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $319,698 | 15,811 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $395,508 | 19,512 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $497,170 | 21,739 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $462,677 | 23,606 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $464,550 | 24,776 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $486,862 | 24,589 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $523,186 | 28,496 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $561,533 | 27,937 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $638,601 | 29,067 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $724,548 | 28,901 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $607,311 | 26,497 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||