Position in DOC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,400
-$56,885 QoQ
Shares Held
1,000
-75.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#614
of 749 holders
Holding Since
Dec 2023
4 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, 2026Johnson Financial Group, Inc. holds $24,330 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
1,000 | $21,400 | |
| 2 | VTR |
Ventas, Inc.
|
33 | $2,930 |
All Filings in DOC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,400 | 1,000 | Shares | Defined | 2026-08-10 | |
| 2025-09-30 | $78,285 | 4,088 | Shares | Defined | 2025-11-13 | |
| 2024-06-30 | $568 | 29 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $356 | 18 | Shares | Defined | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||