Position in DOC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$202,936
+$18,296 QoQ
Shares Held
9,483
-15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#541
of 750 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,359,306 across 11 REIT - Healthcare Facilities names. DOC ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,823 | $867,706 | |
| 2 | VTR |
Ventas, Inc.
|
7,973 | $708,002 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,042 | $565,607 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
9,483 | $202,936 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
83 | $3,349 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
171 | $3,336 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
69 | $3,289 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
56 | $2,101 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,936 | 9,483 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $184,640 | 11,238 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $215,070 | 13,375 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $259,022 | 13,526 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $200,349 | 11,442 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $352,919 | 17,454 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $211,314 | 10,425 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $295,045 | 12,901 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $196,156 | 10,008 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $175,181 | 9,343 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $147,292 | 7,439 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $101,622 | 5,535 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $114,429 | 5,693 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $116,375 | 5,297 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $151,823 | 6,056 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $149,553 | 6,525 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $159,916 | 6,172 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $229,049 | 6,672 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $199,685 | 5,533 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $206,203 | 6,159 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $190,884 | 5,734 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $178,156 | 5,613 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $160,944 | 5,324 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $148,917 | 5,485 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $172,001 | 6,241 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $128,599 | 5,392 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||