Position in DOC
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,095,913
+$35,309 QoQ
Shares Held
66,702
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Intrua Financial, LLC holds $3,927,692 across 7 REIT - Healthcare Facilities names. DOC ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
66,702 | $1,095,913 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
23,777 | $1,041,908 | |
| 3 | LTC |
Ltc Properties Inc
|
17,454 | $648,590 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
22,555 | $433,732 | |
| 5 | XRN |
Chiron Real Estate Inc.
|
9,436 | $312,142 | |
| 6 | WELL |
Welltower Inc.
|
1,041 | $205,816 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
11,159 | $189,591 |
All Filings in DOC
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,095,913 | 66,702 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,060,604 | 65,958 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,212,003 | 63,290 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,090,995 | 62,307 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,201,452 | 59,419 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,137,451 | 56,115 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $1,357,951 | 59,377 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $1,232,977 | 62,907 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $1,188,150 | 63,368 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $486,486 | 24,570 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $196,250 | 10,689 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $237,943 | 11,838 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||