Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,518,491
+$3,375,287 QoQ
Shares Held
1,005,537
-8.9% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#77
of 750 holders
Holding Since
Mar 2020
26 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, 2026SEI INVESTMENTS CO holds $874,287,511 across 15 REIT - Healthcare Facilities names. DOC ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,571,718 | $583,702,833 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
3,739,790 | $75,431,563 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
1,422,858 | $67,841,868 | |
| 4 | VTR |
Ventas, Inc.
|
698,829 | $62,056,015 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
588,594 | $23,749,767 | |
| 6 | DOC |
Healthpeak Properties, Inc.
This page
|
1,005,537 | $21,518,491 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
245,369 | $12,795,992 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
566,772 | $11,057,721 |
All Filings in DOC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,518,491 | 1,005,537 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $18,143,204 | 1,104,273 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,799,291 | 920,354 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,260,576 | 796,897 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,748,146 | 842,270 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $30,646,866 | 1,515,671 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,343,196 | 1,496,951 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $41,501,548 | 1,814,672 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,221,112 | 3,225,567 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $47,106,936 | 2,512,370 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $49,770,685 | 2,513,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,966,950 | 2,612,579 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $41,501,454 | 2,064,749 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $53,758,414 | 2,446,901 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $74,109,827 | 2,956,116 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $60,397,843 | 2,635,159 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $76,134,435 | 2,938,419 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $100,041,017 | 2,914,099 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $107,745,034 | 2,985,454 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $94,928,052 | 2,835,366 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $96,127,737 | 2,887,586 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $90,733,646 | 2,858,653 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $89,578,865 | 2,963,244 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $73,860,162 | 2,720,448 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $45,068,371 | 1,635,282 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $40,114,339 | 1,681,943 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||