Kestra Advisory Services’s Healthpeak Properties DOC Stock Holding History

Kestra Advisory Services’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.53M	Buy	118,273 +7,288	+7%	+$136K	0.01%	1202
2026 Q1	$1.82M	Buy	110,985 +54,436	+96%	+$933K	0.01%	1360
2025 Q4	$909K	Buy	56,549 +4,196	+8%	+$74K	﹤0.01%	1729
2025 Q3	$1M	Sell	52,353 -39,809	-43%	-$714K	﹤0.01%	1588
2025 Q2	$1.61M	Sell	92,162 -2,271	-2%	-$40.3K	0.01%	1195
2025 Q1	$1.91M	Sell	94,433 -1,499	-2%	-$30.3K	0.01%	1009
2024 Q4	$1.94M	Buy	95,932 +86,573	+925%	+$1.88M	0.01%	1018
2024 Q3	$214K	Sell	9,359 -30,456	-76%	-$656K	﹤0.01%	2331
2024 Q2	$780K	Buy	39,815 +6,083	+18%	+$116K	﹤0.01%	1479
2024 Q1	$632K	Buy	33,732 +32,622	+2,939%	+$593K	﹤0.01%	1510
2023 Q4	$462K	Buy	+1,110	New	+$19.5K	﹤0.01%	1575

Other funds holding DOC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kestra Advisory Services's DOC Position: Q2 2026 in Review

Kestra Advisory Services increased its Healthpeak Properties (DOC) stake by 6.6% in Q2 2026, buying an estimated $136K and bringing the position to 118,273 shares worth $2.53M. The position accounts for 0.01% of the portfolio, ranked #1202.

Kestra Advisory Services first reported a position in DOC in Q4 2023 and has held it in 11 quarters since. 753 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Kestra Advisory Services held 118,273 shares of Healthpeak Properties worth $2.53M as of Q2 2026.
Kestra Advisory Services bought 7,288 Healthpeak Properties shares in Q2 2026, an estimated $136K.
Healthpeak Properties made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1202 holding.
Kestra Advisory Services first reported a position in Healthpeak Properties in Q4 2023 and has held it in 11 quarters since.
753 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.