Position in DOC
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$2,589
+$1,505 QoQ
Shares Held
121
+83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#704
of 749 holders
Holding Since
Dec 2023
7 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, 2026Dogwood Wealth Management LLC holds $697,966 across 4 REIT - Healthcare Facilities names. DOC ranks #4 (0.4% of the industry book) .
All Filings in DOC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,589 | 121 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,084 | 66 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $1,505 | 86 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $1 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||