Position in DOC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,700,398
+$412,159 QoQ
Shares Held
79,458
+1.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#285
of 750 holders
Holding Since
Jun 2024
8 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, 2026Merit Financial Group, LLC holds $26,076,727 across 9 REIT - Healthcare Facilities names. DOC ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
164,865 | $8,597,709 | |
| 2 | WELL |
Welltower Inc.
|
34,745 | $7,886,068 | |
| 3 | VTR |
Ventas, Inc.
|
44,209 | $3,925,757 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
52,386 | $2,497,762 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
79,458 | $1,700,398 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
34,495 | $695,763 | |
| 7 | MPT |
Medical Properties Trust Inc
|
78,871 | $364,381 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,599 | $206,784 |
All Filings in DOC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,700,398 | 79,458 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $1,288,239 | 78,408 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,083,371 | 67,374 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,349,535 | 70,472 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $1,083,238 | 61,864 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $913,074 | 45,157 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $506,000 | 24,963 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $203,056 | 10,360 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||