Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$255,623
New position
Shares Held
11,945
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#504
of 750 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Gross & Hartman Investments LLC holds $2,510,892 across 6 REIT - Healthcare Facilities names. DOC ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
10,247 | $909,933 | |
| 2 | WELL |
Welltower Inc.
|
2,016 | $457,571 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
7,020 | $366,093 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
15,129 | $305,151 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
11,945 | $255,623 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
11,098 | $216,521 |
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,623 | 11,945 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||