Position in DOC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,916,012
+$644,407 QoQ
Shares Held
177,481
+25.6% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $14,283,674 across 7 REIT - Healthcare Facilities names. DOC ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
177,481 | $2,916,012 | |
| 2 | VTR |
Ventas, Inc.
|
35,352 | $2,891,086 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
70,021 | $2,316,294 | |
| 4 | WELL |
Welltower Inc.
|
9,310 | $1,840,680 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
38,750 | $1,698,025 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
42,222 | $1,547,436 | |
| 7 | MPT |
Medical Properties Trust Inc
|
231,996 | $1,074,141 |
All Filings in DOC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,916,012 | 177,481 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,271,605 | 141,269 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,758,634 | 144,054 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,834,610 | 104,775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,840,323 | 91,015 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,826,509 | 90,109 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,077,396 | 90,835 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,641,754 | 83,763 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,714,893 | 91,461 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,480,069 | 74,751 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,347,679 | 73,403 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,568,483 | 78,034 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,139,724 | 97,393 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,679,632 | 106,886 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,455,557 | 107,136 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,644,322 | 102,058 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $3,767,442 | 109,742 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $4,366,745 | 120,996 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,451,601 | 132,963 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,498,144 | 135,120 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,363,869 | 137,488 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,386,045 | 45,850 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,307,245 | 48,149 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,473,743 | 53,474 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $4,618,409 | 193,644 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||