Position in DOC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,112
-$38,426 QoQ
Shares Held
566
-81.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#639
of 749 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, 2026Gen-Wealth Partners Inc holds $54,378 across 4 REIT - Healthcare Facilities names. DOC ranks #3 (22.3% of the industry book) .
All Filings in DOC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,112 | 566 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $50,538 | 3,076 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $47,773 | 2,971 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $57,450 | 3,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $53,055 | 3,030 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $61,832 | 3,058 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $65,897 | 3,251 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,306 | 3,424 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $67,737 | 3,456 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,956 | 2,451 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||