Position in DOC
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$2,531,213
+$1,745,876 QoQ
Shares Held
118,281
+147.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $60,191,920 across 14 REIT - Healthcare Facilities names. DOC ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
140,565 | $31,904,038 | |
| 2 | VTR |
Ventas, Inc.
|
98,318 | $8,730,638 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
138,748 | $6,615,504 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
140,219 | $2,828,217 | |
| 5 | DOC |
Healthpeak Properties, Inc.
This page
|
118,281 | $2,531,213 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
47,207 | $2,461,845 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,115 | $1,367,943 | |
| 8 | MPT |
Medical Properties Trust Inc
|
235,840 | $1,089,580 |
All Filings in DOC
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,531,213 | 118,281 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $785,337 | 47,799 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $882,341 | 54,872 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $685,704 | 35,807 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $533,844 | 30,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,059,285 | 52,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $777,942 | 38,379 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $678,164 | 29,653 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $664,440 | 33,900 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,381,912 | 73,702 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,356,894 | 68,530 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,204,507 | 65,605 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $686,153 | 34,137 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $302,087 | 13,750 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $360,180 | 14,367 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $379,417 | 16,554 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $481,355 | 18,578 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $694,152 | 20,220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $701,697 | 19,443 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $623,866 | 18,634 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $561,269 | 16,860 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $400,050 | 12,604 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $358,860 | 11,871 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $262,296 | 9,661 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $305,061 | 11,069 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||