Position in DOC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,791,244
+$828,024 QoQ
Shares Held
130,432
+9.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#229
of 750 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026HF Advisory Group, LLC holds $3,491,673 across 2 REIT - Healthcare Facilities names. DOC ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
This page
|
130,432 | $2,791,244 | |
| 2 | WELL |
Welltower Inc.
|
3,086 | $700,429 |
All Filings in DOC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,791,244 | 130,432 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,963,220 | 119,490 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,507,387 | 93,743 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||