Position in DOC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$864,346
+$287,834 QoQ
Shares Held
40,390
+15.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#346
of 755 holders
Holding Since
Sep 2024
7 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, 2026Symphony Financial, Ltd. Co. holds $1,133,759 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (76.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
40,390 | $864,346 | |
| 2 | WELL |
Welltower Inc.
|
1,187 | $269,413 |
All Filings in DOC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $864,346 | 40,390 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $576,512 | 35,089 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $510,073 | 31,721 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $607,782 | 31,738 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $450,112 | 25,706 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $296,671 | 14,636 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $276,452 | 12,088 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||