Position in DOC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$5,609,168
+$506,165 QoQ
Shares Held
341,398
+7.6% QoQ
Ownership
0.050%
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 22.146878423423686.ToString("F0")%
Shared 0.27826759383476174.ToString("F0")%
None 77.57485398274156.ToString("F0")%
Common Shares in DOC Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $26,529,620 across 8 REIT - Healthcare Facilities names. DOC ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
65,089 | $12,868,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
This page
|
341,398 | $5,609,168 | |
| 3 | NHI |
National Health Investors Inc
|
36,358 | $2,939,907 | |
| 4 | VTR |
Ventas, Inc.
|
22,816 | $1,865,892 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
34,027 | $1,604,712 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
22,906 | $1,003,740 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,757 | $577,494 | |
| 8 | MPT |
Medical Properties Trust Inc
|
12,951 | $59,963 |
All Filings in DOC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,609,168 | 341,398 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $5,103,003 | 317,351 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,384,175 | 437,816 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,831,578 | 390,153 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $8,161,418 | 403,631 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $7,672,700 | 378,525 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $8,755,183 | 382,824 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,258,878 | 370,351 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $7,412,867 | 395,353 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,223,080 | 263,792 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $5,662,351 | 308,407 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $6,281,087 | 312,492 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $6,341,814 | 288,658 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $6,418,871 | 256,038 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $6,358,832 | 277,436 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $5,834,231 | 225,173 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $6,795,142 | 197,936 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,328,273 | 64,513 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,175,428 | 64,977 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,089,113 | 62,755 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,853,107 | 58,384 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,030,949 | 100,263 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $1,106,253 | 40,746 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,378,274 | 50,010 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $1,175,684 | 49,295 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||