Position in DOC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$45,389
+$42,317 QoQ
Shares Held
2,121
+1034.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#588
of 749 holders
Holding Since
Mar 2022
7 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, 2026Bogart Wealth, LLC holds $1,039,797 across 6 REIT - Healthcare Facilities names. DOC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
10,694 | $509,889 | |
| 2 | WELL |
Welltower Inc.
|
1,323 | $300,281 | |
| 3 | VTR |
Ventas, Inc.
|
2,012 | $178,665 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
2,121 | $45,389 | |
| 5 | SILA |
Sila Realty Trust, Inc.
|
165 | $5,009 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
28 | $564 |
All Filings in DOC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,389 | 2,121 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,072 | 187 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $547 | 27 | Shares | Sole | 2025-01-30 | |
| 2022-12-31 | $4,337 | 173 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,965 | 173 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,482 | 173 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $5,939 | 173 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||