Position in DOC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,966,601
+$2,118,050 QoQ
Shares Held
606,610
+24.3% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Baird Financial Group, Inc. holds $29,094,320 across 9 REIT - Healthcare Facilities names. DOC ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
162,487 | $13,288,185 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
606,610 | $9,966,601 | |
| 3 | WELL |
Welltower Inc.
|
9,764 | $1,930,440 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,507 | $1,599,736 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
15,332 | $723,056 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
29,371 | $466,705 | |
| 7 | NHI |
National Health Investors Inc
|
5,550 | $448,773 | |
| 8 | MPT |
Medical Properties Trust Inc
|
80,518 | $372,798 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,966,601 | 606,610 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $7,848,551 | 488,094 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,062,877 | 421,038 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,047,179 | 402,466 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $5,877,124 | 290,659 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,536,263 | 125,124 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $635,397 | 27,783 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $581,414 | 29,664 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $603,899 | 32,208 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $374,279 | 18,903 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,611,088 | 87,750 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,743,371 | 86,735 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,758,741 | 80,052 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,935,653 | 77,210 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,168,689 | 94,620 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $2,276,322 | 87,855 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,709,563 | 78,927 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,799,862 | 77,580 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,461,449 | 73,520 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,335,293 | 70,150 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,964,483 | 61,893 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,610,231 | 53,266 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,130,650 | 78,477 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,755,255 | 99,973 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $2,124,367 | 89,072 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||