Position in DOC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,774,530
+$403,431 QoQ
Shares Held
82,922
-0.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#277
of 750 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Sigma Planning Corp holds $7,909,989 across 8 REIT - Healthcare Facilities names. DOC ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
24,332 | $2,160,681 | |
| 2 | WELL |
Welltower Inc.
|
8,406 | $1,907,909 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
82,922 | $1,774,530 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
15,043 | $717,250 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
12,354 | $644,261 | |
| 6 | 13,824 | $419,696 | |||
| 7 | LTC |
Ltc Properties Inc
|
5,317 | $204,438 | |
| 8 | MPT |
Medical Properties Trust Inc
|
17,581 | $81,224 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,774,530 | 82,922 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,371,099 | 83,451 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $196,529 | 12,222 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $272,102 | 14,209 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $240,464 | 13,733 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $259,099 | 12,814 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $240,422 | 11,861 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $248,139 | 10,850 | Shares | Sole | 2024-11-04 | |
| 2021-12-31 | $242,019 | 6,706 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $232,183 | 6,935 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $208,894 | 6,275 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $219,672 | 6,921 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $210,975 | 6,979 | Shares | Sole | 2021-02-09 | |
| 2020-06-30 | $213,782 | 7,757 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||