Position in DOC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$729,656
+$123,682 QoQ
Shares Held
44,410
+17.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. DOC ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
This page
|
44,410 | $729,656 |
All Filings in DOC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $729,656 | 44,410 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $605,974 | 37,685 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $611,593 | 31,937 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $539,693 | 30,822 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $947,994 | 46,884 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $963,493 | 47,533 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,298,238 | 56,766 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $983,626 | 50,185 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $747,750 | 39,880 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $602,533 | 30,431 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $275,418 | 15,001 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $238,064 | 11,844 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $301,933 | 13,743 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $212,618 | 8,481 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $338,643 | 14,775 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $332,243 | 12,823 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $229,702 | 6,691 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $190,699 | 5,284 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $156,729 | 4,708 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $149,431 | 4,708 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $142,322 | 4,708 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $127,822 | 4,708 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $129,752 | 4,708 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $112,285 | 4,708 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||