Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$510,325
+$20,547 QoQ
Shares Held
23,847
-20.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#406
of 750 holders
Holding Since
Mar 2024
10 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $1,092,675 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
6,558 | $582,350 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
23,847 | $510,325 |
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $510,325 | 23,847 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $489,778 | 29,810 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $414,027 | 25,748 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $433,268 | 22,625 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $390,928 | 22,326 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $422,719 | 20,906 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $313,272 | 15,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $322,832 | 14,116 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $281,083 | 14,341 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $361,593 | 19,285 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||