Position in DOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,131,590
+$1,179,246 QoQ
Shares Held
146,336
+23.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#218
of 736 holders
Holding Since
Dec 2021
16 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, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. DOC ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
50,704 | $1,022,699 |
All Filings in DOC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,131,590 | 146,336 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,952,344 | 118,828 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $164,225 | 10,213 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $231,829 | 12,106 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $35,352 | 2,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $250,950 | 12,411 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $292,070 | 14,409 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $298,179 | 13,038 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $38,063 | 1,942 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $68,587 | 3,658 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $58,905 | 2,975 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $23,721 | 1,292 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,255 | 1,356 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,183 | 418 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,014 | 918 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $288,647 | 7,998 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||