Position in DOC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,536
+$4,693 QoQ
Shares Held
726
+10.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#627
of 750 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026Avion Wealth holds $185,527 across 7 REIT - Healthcare Facilities names. DOC ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
1,232 | $109,401 | |
| 2 | WELL |
Welltower Inc.
|
150 | $34,045 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
726 | $15,536 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
770 | $14,075 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
508 | $9,911 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
41 | $1,954 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15 | $605 |
All Filings in DOC
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,536 | 726 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $10,843 | 660 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $980 | 61 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,183 | 114 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1 | 90 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1 | 83 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1 | 83 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1 | 58 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1 | 58 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1 | 31 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1 | 62 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1 | 75 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $502 | 25 | Shares | Sole | 2023-07-14 | |
| No filing history on record for this holder in this stock. | ||||||