Position in DOC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$307,025
+$74,935 QoQ
Shares Held
14,347
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#473
of 749 holders
Holding Since
Sep 2020
7 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 Jun 30, 2026J.W. COLE ADVISORS, INC. holds $8,479,934 across 7 REIT - Healthcare Facilities names. DOC ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
12,058 | $2,736,804 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
41,566 | $2,167,666 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
24,313 | $1,159,243 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
43,652 | $880,460 | |
| 5 | VTR |
Ventas, Inc.
|
9,371 | $832,144 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
13,063 | $396,592 | |
| 7 | DOC |
Healthpeak Properties, Inc.
This page
|
14,347 | $307,025 |
All Filings in DOC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,025 | 14,347 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $232,090 | 14,126 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,466 | 13,835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $303,623 | 15,855 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $303,553 | 17,336 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $273,637 | 13,533 | Shares | Sole | 2025-05-05 | |
| 2020-09-30 | $446,916 | 16,461 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||