Position in DOC
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$88,704,518
+$9,266,633 QoQ
Shares Held
5,398,936
+9.3% QoQ
Ownership
0.783%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 25.923552344387858.ToString("F0")%
Shared 0.ToString("F0")%
None 74.07644765561214.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $288,974,194 across 15 REIT - Healthcare Facilities names. DOC ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
451,343 | $89,235,024 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
5,398,936 | $88,704,518 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
681,980 | $32,162,176 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
690,920 | $30,276,114 | |
| 5 | VTR |
Ventas, Inc.
|
209,926 | $17,167,748 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
311,433 | $7,374,733 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
177,614 | $6,509,553 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
322,821 | $5,484,728 |
All Filings in DOC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,704,518 | 5,398,936 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $79,437,885 | 4,940,167 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $91,650,808 | 4,785,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $75,176,400 | 4,293,341 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $81,542,791 | 4,032,779 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $73,547,809 | 3,628,407 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $70,955,615 | 3,102,563 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,963,162 | 2,804,243 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $16,978,556 | 905,523 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,793,741 | 90,593 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,332,340 | 181,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,524,474 | 175,347 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,020,202 | 182,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,228,672 | 88,898 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,048,956 | 89,396 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,530,966 | 97,683 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,216,721 | 93,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,140,840 | 87,028 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,749,578 | 82,126 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,540,426 | 76,312 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,406,590 | 75,822 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,442,100 | 80,784 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,026,991 | 74,659 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,387,054 | 86,613 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,484,049 | 104,153 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||