Position in DOC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$85,895,940
+$16,379,953 QoQ
Shares Held
4,013,829
-5.1% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#31
of 755 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $488,515,353 across 15 REIT - Healthcare Facilities names. DOC ranks #3 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
916,367 | $207,987,817 | |
| 2 | VTR |
Ventas, Inc.
|
969,136 | $86,059,276 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
4,013,829 | $85,895,940 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
566,755 | $27,022,878 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,190,084 | $24,003,994 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
422,115 | $22,013,297 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
502,189 | $20,263,326 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
324,305 | $6,327,190 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,895,940 | 4,013,829 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $69,515,987 | 4,231,040 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $57,626,523 | 3,583,739 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $74,815,679 | 3,906,824 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $52,518,005 | 2,999,315 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $61,764,173 | 3,054,608 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $48,353,172 | 2,385,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $57,167,475 | 2,499,671 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $58,361,293 | 2,977,617 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $54,246,562 | 2,893,150 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $39,946,777 | 2,017,514 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $35,793,113 | 1,949,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,276,136 | 1,207,768 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $26,460,689 | 1,204,401 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,362,761 | 1,171,231 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $28,401,386 | 1,239,153 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $28,885,374 | 1,114,835 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $36,120,652 | 1,052,160 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $23,271,120 | 644,808 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $20,488,420 | 611,960 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $19,795,965 | 594,652 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $17,603,670 | 554,621 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $14,833,014 | 490,672 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,023,855 | 479,700 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $14,594,673 | 529,560 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $11,797,474 | 494,653 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||