Position in DOC
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$941
New position
Shares Held
44
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#724
of 750 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Allied Private Wealth LLC holds $84,349 across 6 REIT - Healthcare Facilities names. DOC ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
177 | $40,173 | |
| 2 | XRN |
Chiron Real Estate Inc.
|
600 | $22,512 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
291 | $13,874 | |
| 4 | CHCT |
Community Healthcare Trust Inc
|
300 | $5,484 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
70 | $1,365 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
44 | $941 |
All Filings in DOC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $941 | 44 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||