Position in DOC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$159,900
+$59,316 QoQ
Shares Held
7,472
+22.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#538
of 736 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $7,716,243 across 16 REIT - Healthcare Facilities names. DOC ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
107,457 | $5,123,549 | |
| 2 | WELL |
Welltower Inc.
|
4,887 | $1,109,202 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
9,185 | $478,997 | |
| 4 | VTR |
Ventas, Inc.
|
2,606 | $231,412 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
7,472 | $159,900 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
8,074 | $157,523 | |
| 7 | MPT |
Medical Properties Trust Inc
|
27,720 | $128,066 | |
| 8 | LTC |
Ltc Properties Inc
|
3,079 | $118,387 |
All Filings in DOC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,900 | 7,472 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $100,584 | 6,122 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $101,722 | 6,326 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $128,113 | 6,690 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $31,763 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $55,685 | 2,754 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $45,526 | 2,246 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $48,781 | 2,133 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $42,022 | 2,144 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,850 | 632 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $6,058 | 306 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $10,244 | 558 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,215 | 558 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,050 | 503 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $67 | 1,779 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $56,451 | 2,463 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $53,426 | 2,062 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $53,383 | 1,555 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $56,516 | 1,566 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $57,987 | 1,732 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $57,658 | 1,732 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $50,307 | 1,585 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $50,332 | 1,665 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $75,477 | 2,780 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $646,695 | 23,465 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $665,748 | 27,914 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||