Position in DOC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,344,338
+$515,514 QoQ
Shares Held
264,415
+11.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026FIRST TRUST ADVISORS LP holds $213,351,855 across 13 REIT - Healthcare Facilities names. DOC ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
431,978 | $85,406,370 | |
| 2 | VTR |
Ventas, Inc.
|
538,773 | $44,060,855 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
448,094 | $21,132,112 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
547,997 | $20,084,089 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
750,633 | $14,434,672 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
215,188 | $9,429,537 | |
| 7 | NHI |
National Health Investors Inc
|
88,301 | $7,140,018 | |
| 8 | DOC |
Healthpeak Properties, Inc.
This page
|
264,415 | $4,344,338 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,344,338 | 264,415 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,828,824 | 238,111 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,897,097 | 2,187,838 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $41,376,812 | 2,363,039 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $13,051,686 | 645,484 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,691,046 | 478,098 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,295,567 | 144,100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,523,312 | 77,720 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,483,581 | 185,791 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,465,098 | 225,510 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,122,829 | 224,555 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,557,695 | 226,751 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $13,595,453 | 618,819 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,812,488 | 311,627 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,877,353 | 125,539 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,631,120 | 255,929 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $14,508,647 | 422,623 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $10,822,813 | 299,884 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,678,537 | 229,347 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,799,743 | 294,375 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $4,735,322 | 149,191 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,247,177 | 74,336 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $2,917,620 | 107,463 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,938,074 | 70,322 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,367,507 | 183,124 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||