Position in DOC
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$779,366
+$162,979 QoQ
Shares Held
36,419
-2.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 749 holders
Holding Since
Sep 2024
8 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, 2026HB Wealth Management, LLC holds $7,898,326 across 7 REIT - Healthcare Facilities names. DOC ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
18,444 | $4,186,234 | |
| 2 | VTR |
Ventas, Inc.
|
17,724 | $1,573,891 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
36,419 | $779,366 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
23,006 | $464,031 | |
| 5 | MPT |
Medical Properties Trust Inc
|
74,998 | $346,490 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
7,210 | $343,772 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
10,484 | $204,542 |
All Filings in DOC
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $779,366 | 36,419 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $616,387 | 37,516 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $442,280 | 27,505 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $595,335 | 31,088 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $422,026 | 24,102 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $520,968 | 25,765 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $332,711 | 16,414 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $202,811 | 8,868 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||