Position in DOC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$229,588,142
+$55,697,363 QoQ
Shares Held
10,728,418
+1.4% QoQ
Ownership
1.56%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#15
of 754 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. DOC ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
This page
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,588,142 | 10,728,418 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $173,890,779 | 10,583,736 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $165,513,802 | 10,293,147 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $195,876,921 | 10,228,560 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,082,324 | 9,827,660 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $210,127,289 | 10,392,052 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $209,086,548 | 10,315,074 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $236,831,015 | 10,355,532 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $203,246,784 | 10,369,734 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $191,331,785 | 10,204,362 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $160,095,669 | 8,085,640 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $150,230,717 | 8,182,501 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $158,757,456 | 7,898,381 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $171,163,368 | 7,790,777 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $186,659,786 | 7,445,544 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $170,038,778 | 7,418,795 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $193,014,262 | 7,449,412 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $260,149,512 | 7,577,906 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $276,814,739 | 7,670,123 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $260,948,041 | 7,794,147 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $261,230,291 | 7,847,110 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $248,811,002 | 7,839,036 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $236,186,657 | 7,812,989 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $215,127,803 | 7,923,676 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $216,502,816 | 7,855,690 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $180,137,714 | 7,552,944 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||