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Kestra Private Wealth Services’s Healthpeak Properties DOC Stock Holding History

Kestra Private Wealth 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 		– Sell
-10,649
Closed -$175K – 1833
2026
Q1 		$175K Buy
10,649
+138
+1% +$2.37K ﹤0.01% 1655
2025
Q4 		$169K Buy
10,511
+29
+0.3% +$511 ﹤0.01% 1614
2025
Q3 		$201K Buy
+10,482
New +$188K ﹤0.01% 1558

Other funds holding DOC

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $556M AUM 8.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Kestra Private Wealth Services's DOC Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Healthpeak Properties (DOC) in Q2 2026, closing a stake of 10,649 shares — an estimated $175K sold.

Kestra Private Wealth Services first reported a position in DOC in Q3 2025 and held it in 3 quarters. The position peaked at $201K in Q3 2025. 219 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Healthpeak Properties position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,649 Healthpeak Properties shares in Q2 2026, an estimated $175K.
  • Kestra Private Wealth Services first reported a position in Healthpeak Properties in Q3 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Healthpeak Properties position peaked at $201K in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

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