Position in DOC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,738,601
+$827,666 QoQ
Shares Held
174,701
-1.4% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#198
of 749 holders
Holding Since
Jun 2022
15 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, 2026WOLFF WIESE MAGANA LLC holds $3,851,686 across 6 REIT - Healthcare Facilities names. DOC ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
174,701 | $3,738,601 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
832 | $43,388 | |
| 3 | WELL |
Welltower Inc.
|
105 | $23,831 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
1,161 | $23,417 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
460 | $21,932 | |
| 6 | MPT |
Medical Properties Trust Inc
|
112 | $517 |
All Filings in DOC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,738,601 | 174,701 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,910,935 | 177,172 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,248,112 | 139,808 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,070,549 | 160,342 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,283,755 | 187,536 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,091,759 | 152,906 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,012,851 | 148,636 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,367,218 | 147,233 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,892,234 | 147,563 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,736,487 | 145,946 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $963,230 | 48,648 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $550 | 30 | Shares | Sole | 2023-10-31 | |
| 2022-12-31 | $1,128 | 45 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $114 | 5 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $129 | 5 | Shares | Sole | 2022-07-15 | |
| No filing history on record for this holder in this stock. | ||||||