Position in DOC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$768,452
+$199,005 QoQ
Shares Held
35,909
+3.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#353
of 750 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CARRET ASSET MANAGEMENT, LLC holds $9,868,587 across 2 REIT - Healthcare Facilities names. DOC ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
40,094 | $9,100,135 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
35,909 | $768,452 |
All Filings in DOC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,452 | 35,909 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $569,447 | 34,659 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $501,905 | 31,213 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $649,357 | 33,909 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $603,377 | 34,459 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $651,468 | 32,219 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $657,173 | 32,421 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $816,939 | 35,721 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $791,154 | 40,365 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $761,325 | 40,604 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||