Position in DOC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,904,385
+$413,233 QoQ
Shares Held
88,990
-1.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#267
of 749 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pathstone Holdings, LLC holds $25,147,955 across 8 REIT - Healthcare Facilities names. DOC ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
57,081 | $12,955,672 | |
| 2 | VTR |
Ventas, Inc.
|
53,947 | $4,790,493 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
43,157 | $2,250,637 | |
| 4 | DOC |
Healthpeak Properties, Inc.
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|
88,990 | $1,904,385 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
33,551 | $1,599,710 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
35,172 | $709,418 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,367 | $620,058 | |
| 8 | MPT |
Medical Properties Trust Inc
|
68,741 | $317,582 |
All Filings in DOC
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,385 | 88,990 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,491,152 | 90,758 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,020,388 | 63,457 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,876,545 | 97,992 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,652,522 | 94,376 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,936,570 | 95,775 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,867,270 | 92,120 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,968,008 | 86,052 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,642,989 | 83,826 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,876,124 | 100,060 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $735,866 | 37,165 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||