Position in DOC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$289,670
+$48,971 QoQ
Shares Held
13,536
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#481
of 750 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $593,582 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,339 | $303,912 | |
| 2 | DOC |
Healthpeak Properties, Inc.
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|
13,536 | $289,670 |
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,670 | 13,536 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $240,699 | 14,650 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $203,154 | 12,634 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $316,530 | 16,529 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $205,865 | 11,757 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $263,163 | 13,015 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $288,928 | 14,254 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $386,274 | 16,890 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $367,970 | 18,774 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $380,775 | 20,308 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||