Position in DOC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,425,679
+$295,963 QoQ
Shares Held
86,773
+23.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 48%
Shared 20%
None 32%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $56,147,180 across 10 REIT - Healthcare Facilities names. DOC ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
109,148 | $21,579,650 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
390,551 | $17,113,944 | |
| 3 | VTR |
Ventas, Inc.
|
79,256 | $6,481,554 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
94,691 | $3,470,424 | |
| 5 | MPT |
Medical Properties Trust Inc
|
577,660 | $2,674,565 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
128,925 | $2,479,227 | |
| 7 | DOC |
Healthpeak Properties, Inc.
This page
|
86,773 | $1,425,679 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
26,261 | $446,174 |
All Filings in DOC
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,425,679 | 86,773 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,129,716 | 70,256 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $1,299,901 | 67,880 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,802,566 | 102,945 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $2,084,660 | 103,099 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,046,398 | 100,957 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,374,934 | 103,845 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,557,928 | 181,527 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $2,843,606 | 151,659 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $599,009 | 30,253 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $246,776 | 13,441 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $769,969 | 38,307 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $555,225 | 25,272 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $322,349 | 12,858 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||