Position in DOC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$358,320
+$23,856 QoQ
Shares Held
16,744
-17.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#449
of 750 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Blue Trust, Inc. holds $1,382,656 across 8 REIT - Healthcare Facilities names. DOC ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,920 | $662,751 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
16,744 | $358,320 | |
| 3 | VTR |
Ventas, Inc.
|
3,208 | $284,870 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
384 | $20,024 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
394 | $18,785 | |
| 6 | MPT |
Medical Properties Trust Inc
|
4,000 | $18,480 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
562 | $17,062 | |
| 8 | NHI |
National Health Investors Inc
|
31 | $2,364 |
All Filings in DOC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,320 | 16,744 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $334,464 | 20,357 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $371,527 | 23,105 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $404,332 | 21,114 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $264,628 | 15,113 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $249,817 | 12,355 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $167,328 | 8,255 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $251,935 | 11,016 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $134,689 | 6,872 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $74,905 | 3,995 | Shares | Other | 2024-05-01 | |
| 2023-12-31 | $5,704 | 407 | Shares | Defined | 2024-01-18 | |
| 2023-09-30 | $4,866 | 301 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,732 | 460 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $20 | 785 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $8,328 | 570 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $15,653 | 683 | Shares | Other | 2022-10-21 | |
| 2022-06-30 | $12,772 | 493 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||