Position in DOC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$258,049
+$21,320 QoQ
Shares Held
15,706
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026VICTORY FINANCIAL GROUP, LLC holds $974,963 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHC |
Diversified Healthcare Trust
|
107,969 | $716,914 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
15,706 | $258,049 |
All Filings in DOC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,049 | 15,706 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $236,729 | 14,722 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $214,269 | 11,189 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,975 | 10,050 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||