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 Q2	$10.3K	Sell	481 -72	-13%	-$1.34K	﹤0.01%	862
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 $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

Key Financial Inc's DOC Position: Q2 2026 in Review

Key Financial Inc reduced its Healthpeak Properties (DOC) stake by 13% in Q2 2026, selling an estimated $1.34K and leaving 481 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Key Financial Inc first reported a position in DOC in Q1 2020 and has held it in 19 quarters since. The position peaked at $10.6K in Q3 2025. 761 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

Key Financial Inc held 481 shares of Healthpeak Properties worth $10.3K as of Q2 2026.
Key Financial Inc sold 72 Healthpeak Properties shares in Q2 2026, an estimated $1.34K.
Healthpeak Properties made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #862 holding.
Key Financial Inc first reported a position in Healthpeak Properties in Q1 2020 and has held it in 19 quarters since.
Key Financial Inc's Healthpeak Properties position peaked at $10.6K in Q3 2025.
761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.