Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$343,405
New position
Shares Held
16,047
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#458
of 750 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Waverly Advisors, LLC holds $9,879,749 across 6 REIT - Healthcare Facilities names. DOC ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
31,880 | $7,235,803 | |
| 2 | VTR |
Ventas, Inc.
|
11,943 | $1,060,538 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
14,865 | $775,209 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
8,010 | $381,916 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
16,047 | $343,405 | |
| 6 | MPT |
Medical Properties Trust Inc
|
17,939 | $82,878 |
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,405 | 16,047 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||