Position in DOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$304,864
+$84,210 QoQ
Shares Held
14,246
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#475
of 750 holders
Holding Since
Mar 2022
18 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, 2026BENJAMIN EDWARDS INC holds $9,884,335 across 6 REIT - Healthcare Facilities names. DOC ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
24,629 | $5,590,043 | |
| 2 | CTRE |
CareTrust REIT, Inc.
|
79,155 | $3,193,904 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,104 | $474,772 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
14,246 | $304,864 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
5,151 | $245,599 | |
| 6 | MPT |
Medical Properties Trust Inc
|
16,267 | $75,153 |
All Filings in DOC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,864 | 14,246 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $220,654 | 13,430 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $196,866 | 12,243 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $327,349 | 17,094 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $295,095 | 16,853 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $683,496 | 33,803 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $662,828 | 32,700 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $607,403 | 26,559 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $50,332 | 2,568 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $47,193 | 2,517 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $116,998 | 5,909 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $112,803 | 6,144 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $130,891 | 6,512 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $142,958 | 6,507 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $133,698 | 5,333 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $112,674 | 4,916 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $116,128 | 4,482 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $123,588 | 3,600 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||