Position in DOC
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$22,413,919
+$4,588,228 QoQ
Shares Held
1,364,207
+23.1% QoQ
Ownership
0.198%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.03284472224523.ToString("F0")%
Shared 0.ToString("F0")%
None 0.967155277754769.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $440,899,189 across 17 REIT - Healthcare Facilities names. DOC ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,462,697 | $289,189,821 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
1,159,496 | $50,809,113 | |
| 3 | VTR |
Ventas, Inc.
|
399,834 | $32,698,424 | |
| 4 | DOC |
Healthpeak Properties, Inc.
This page
|
1,364,207 | $22,413,919 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
540,860 | $10,400,736 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
283,710 | $10,397,970 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
199,389 | $9,403,183 | |
| 8 | NHI |
National Health Investors Inc
|
62,810 | $5,078,815 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||