Position in DOC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$120,537,212
+$31,832,694 QoQ
Shares Held
5,632,580
+4.3% QoQ
Ownership
0.817%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#24
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LPL Financial LLC holds $366,788,756 across 17 REIT - Healthcare Facilities names. DOC ranks #1 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
5,632,580 | $120,537,212 | |
| 2 | WELL |
Welltower Inc.
|
480,491 | $109,057,042 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
728,683 | $38,000,818 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
738,084 | $35,191,845 | |
| 5 | VTR |
Ventas, Inc.
|
266,459 | $23,661,559 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
265,332 | $10,706,146 | |
| 7 | 267,235 | $8,113,254 | |||
| 8 | HR |
Healthcare Realty Trust Inc
|
322,085 | $6,496,454 |
All Filings in DOC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,537,212 | 5,632,580 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||