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Kestra Investment Management’s Healthpeak Properties DOC Stock Holding History

Kestra Investment Management’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 		$254K Buy
+11,884
New +$222K ﹤0.01% 449
2025
Q2 		– Sell
-28
Closed -$567 – 797
2025
Q1 		$567 Sell
28
-2,191
-99% -$44.3K ﹤0.01% 864
2024
Q4 		$45K Buy
+2,219
New +$48.1K ﹤0.01% 562

Other funds holding DOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kestra Investment Management's DOC Position: Q2 2026 in Review

Kestra Investment Management opened a new position in Healthpeak Properties (DOC) in Q2 2026: 11,884 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in DOC as recently as Q1 2025.

Kestra Investment Management first reported a position in DOC in Q4 2024 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Kestra Investment Management held 11,884 shares of Healthpeak Properties worth $254K as of Q2 2026.
  • Healthpeak Properties was a new Kestra Investment Management position in Q2 2026.
  • Healthpeak Properties made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #449 holding.
  • Kestra Investment Management first reported a position in Healthpeak Properties in Q4 2024 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.