Position in DOC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,668
+$13,143 QoQ
Shares Held
1,258
+168.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026Larson Financial Group LLC holds $2,022,266 across 14 REIT - Healthcare Facilities names. DOC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
44,374 | $1,050,776 | |
| 2 | WELL |
Welltower Inc.
|
2,444 | $483,203 | |
| 3 | VTR |
Ventas, Inc.
|
3,095 | $253,109 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,427 | $106,351 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
615 | $29,003 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
1,264 | $24,306 | |
| 7 | UHT |
Universal Health Realty Income Trust
|
550 | $22,258 | |
| 8 | DOC |
Healthpeak Properties, Inc.
This page
|
1,258 | $20,668 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,668 | 1,258 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,525 | 468 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,258 | 849 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,225 | 584 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $37,872 | 1,873 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,209 | 849 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,917 | 696 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,782 | 295 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,181 | 63 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,227 | 62 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,064 | 58 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $4,241 | 211 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,252 | 57 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,403 | 56 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||