Position in DOC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,314,385
+$1,317,656 QoQ
Shares Held
506,049
+16.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 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 Mar 31, 2026Cetera Investment Advisers holds $101,130,606 across 13 REIT - Healthcare Facilities names. DOC ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
203,503 | $40,234,578 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
375,965 | $16,474,786 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
268,749 | $12,674,202 | |
| 4 | DOC |
Healthpeak Properties, Inc.
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|
506,049 | $8,314,385 | |
| 5 | VTR |
Ventas, Inc.
|
85,788 | $7,015,742 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
204,704 | $4,847,390 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
163,796 | $3,149,797 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
73,218 | $2,683,439 |
All Filings in DOC
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,314,385 | 506,049 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,996,729 | 435,120 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,763,984 | 405,430 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,077,291 | 232,855 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,851,970 | 239,959 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,201,930 | 207,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,391,607 | 104,574 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,014,350 | 102,773 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,913,981 | 102,079 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $558,241 | 28,194 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $489,312 | 26,651 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $551,905 | 27,458 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $649,543 | 29,565 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $646,329 | 25,781 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $207,044 | 6,031 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $224,443 | 6,219 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $214,506 | 6,407 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $219,014 | 6,579 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $211,007 | 6,648 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $219,288 | 7,254 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||