Position in DOC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,361,148
+$753,361 QoQ
Shares Held
297,250
-12.9% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 756 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. DOC ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,361,148 | 297,250 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $5,607,787 | 341,314 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,977,110 | 309,522 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,494,146 | 339,120 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,912,774 | 337,680 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,560,578 | 324,460 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,011,431 | 296,568 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $8,804,331 | 384,973 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,745,929 | 446,221 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,564,304 | 456,763 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,151,821 | 209,688 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $9,776,019 | 532,463 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,116,067 | 503,287 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,884,177 | 495,411 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $12,137,564 | 484,147 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $10,697,931 | 466,751 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,835,997 | 456,812 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $15,451,381 | 450,084 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $15,865,125 | 439,599 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,286,047 | 426,704 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,438,671 | 433,724 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,886,597 | 437,511 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $13,300,413 | 439,974 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,763,724 | 396,454 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,243,955 | 407,981 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,142,871 | 383,349 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||