Position in DOC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$663,400
+$191,268 QoQ
Shares Held
31,000
+7.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#69
of 218 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $7,035,760 across 8 REIT - Healthcare Facilities names. DOC ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,278 | $1,878,857 | |
| 2 | SILA |
Sila Realty Trust, Inc.
|
54,198 | $1,645,451 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
33,826 | $1,612,823 | |
| 4 | DOC |
Healthpeak Properties, Inc.
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|
31,000 | $663,400 | |
| 5 | MPT |
Medical Properties Trust Inc
|
84,859 | $392,048 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,425 | $335,063 | |
| 7 | VTR |
Ventas, Inc.
|
3,333 | $295,970 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
10,518 | $212,148 |
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,400 | 31,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $472,132 | 28,736 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $456,736 | 28,404 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $297,954 | 15,559 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $271,720 | 15,518 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $207,922 | 10,283 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $209,267 | 10,324 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $236,910 | 10,359 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $202,291 | 10,321 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $981,656 | 52,355 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||