Key Financial Inc’s Healthpeak Properties DOC Stock Holding History

Key Financial Inc’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 Q1	$9.09K	Hold	553	–	–	﹤0.01%	905
2025 Q4	$8.9K	Hold	553	–	–	﹤0.01%	913
2025 Q3	$10.6K	Sell	553 -52	-9%	-$932	﹤0.01%	867
2025 Q2	$10.6K	Buy	+605	New	+$10.7K	﹤0.01%	841
2024 Q1	–	Sell	-17	Closed	-$343	–	1312
2023 Q4	$343	Hold	17	–	–	﹤0.01%	1256
2023 Q3	$318	Hold	17	–	–	﹤0.01%	1283
2023 Q2	$349	Hold	17	–	–	﹤0.01%	1321
2023 Q1	$381	Sell	17 -34	-67%	-$843	﹤0.01%	1111
2022 Q4	$1.17K	Hold	51	–	–	﹤0.01%	1015
2022 Q3	$1K	Hold	51	–	–	﹤0.01%	1016
2022 Q2	$1K	Hold	51	–	–	﹤0.01%	1002
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	917
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	815
2021 Q3	$2K	Hold	51	–	–	﹤0.01%	796
2021 Q2	$2K	Hold	51	–	–	﹤0.01%	765
2021 Q1	$2K	Hold	51	–	–	﹤0.01%	677
2020 Q4	$2K	Buy	+51	New	+$1.48K	﹤0.01%	638
2020 Q2	–	Sell	-51	Closed	-$1K	–	219
2020 Q1	$1K	Buy	+51	New	+$1.66K	﹤0.01%	632

Other funds holding DOC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Key Financial Inc's DOC Position: Q1 2026 in Review

Key Financial Inc held its Healthpeak Properties (DOC) position steady in Q1 2026 at 553 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Key Financial Inc first reported a position in DOC in Q1 2020 and has held it in 18 quarters since. The position peaked at $10.6K in Q3 2025. 756 funds tracked by Wall St. Rank hold DOC as of Q1 2026.

Key Financial Inc held 553 shares of Healthpeak Properties worth $9.09K as of Q1 2026.
Key Financial Inc left its Healthpeak Properties share count unchanged in Q1 2026.
Healthpeak Properties made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #905 holding.
Key Financial Inc first reported a position in Healthpeak Properties in Q1 2020 and has held it in 18 quarters since.
Key Financial Inc's Healthpeak Properties position peaked at $10.6K in Q3 2025.
756 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.