Position in DOC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,999,201
+$4,585,282 QoQ
Shares Held
1,261,645
-7.5% QoQ
Ownership
0.183%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#63
of 750 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $575,069,214 across 18 REIT - Healthcare Facilities names. DOC ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,557,561 | $353,519,616 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,234,512 | $58,861,530 | |
| 3 | VTR |
Ventas, Inc.
|
563,347 | $50,025,212 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
1,261,645 | $26,999,201 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,024,757 | $20,669,346 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
349,595 | $18,231,378 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
433,115 | $17,476,187 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
694,899 | $13,557,478 |
All Filings in DOC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,999,201 | 1,261,645 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $22,413,919 | 1,364,207 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $17,825,691 | 1,108,563 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,115,977 | 1,259,320 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,566,931 | 889,031 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,750,265 | 680,033 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,772,733 | 679,464 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,852,229 | 561,969 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $11,481,090 | 585,770 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,832,143 | 524,381 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $7,304,714 | 368,925 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,716,454 | 583,685 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $16,483,385 | 820,069 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $19,275,422 | 877,352 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,921,383 | 994,072 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $21,645,005 | 944,372 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,437,814 | 981,776 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $42,476,645 | 1,237,304 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $38,757,518 | 1,073,913 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $41,284,822 | 1,233,119 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,230,741 | 998,220 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $30,530,006 | 961,878 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $35,776,780 | 1,183,486 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $30,254,601 | 1,114,350 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $32,286,371 | 1,171,494 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,421,186 | 1,359,379 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||