Position in DOC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$337,371
-$33,634 QoQ
Shares Held
15,765
-30.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#456
of 736 holders
Holding Since
Mar 2020
21 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, 2026Allworth Financial LP holds $12,108,327 across 16 REIT - Healthcare Facilities names. DOC ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,436 | $4,184,418 | |
| 2 | VTR |
Ventas, Inc.
|
26,486 | $2,351,956 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
40,385 | $2,106,077 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
42,342 | $2,018,866 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
13,723 | $416,630 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
15,765 | $337,371 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
16,357 | $329,920 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
6,862 | $133,877 |
All Filings in DOC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,371 | 15,765 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $371,005 | 22,581 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,006,431 | 62,589 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,485,159 | 77,554 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,222,933 | 69,842 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $97,339 | 4,814 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $93,302 | 4,603 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $74,784 | 3,270 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $66,228 | 3,379 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $49,200 | 2,624 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $37,105 | 1,874 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $10,520 | 573 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $38,712 | 1,926 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $10,523 | 479 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $22,186 | 885 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,856 | 81 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,782 | 146 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $755 | 22 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $9,996 | 277 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $12,186 | 364 | Shares | Sole | 2021-11-02 | |
| 2020-03-31 | $2,337 | 98 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||