Position in DOC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,598,683
+$594,119 QoQ
Shares Held
158,167
+26.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $17,893,254 across 10 REIT - Healthcare Facilities names. DOC ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
39,658 | $7,840,782 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
158,167 | $2,598,683 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
53,706 | $2,532,774 | |
| 4 | VTR |
Ventas, Inc.
|
16,168 | $1,322,218 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
63,839 | $1,227,623 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
55,188 | $876,937 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
33,611 | $571,050 | |
| 8 | MPT |
Medical Properties Trust Inc
|
112,618 | $521,420 |
All Filings in DOC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,598,683 | 158,167 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,004,564 | 124,662 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,109,851 | 266,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,277,465 | 244,287 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,209,501 | 257,641 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,987,332 | 246,045 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $5,952,031 | 260,255 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $4,580,833 | 233,716 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,355,175 | 232,276 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $288,398 | 15,708 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $220,316 | 10,961 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $244,899 | 11,147 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $299,586 | 11,950 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $287,279 | 12,534 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $319,729 | 12,340 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $483,229 | 14,076 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $481,765 | 13,349 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $361,617 | 10,801 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $359,565 | 10,801 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $345,077 | 10,872 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $553,420 | 18,307 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $708,642 | 26,101 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||