KFS
DOC icon

Keynote Financial Services’s Healthpeak Properties DOC Stock Holding History

Keynote Financial 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 		$272K Sell
12,728
-562
-4% -$10.5K 0.13% 143
2026
Q1 		$218K Buy
13,290
+1,098
+9% +$18.8K 0.12% 155
2025
Q4 		$196K Sell
12,192
-675
-5% -$11.9K 0.11% 159
2025
Q3 		$246K Sell
12,867
-1,997
-13% -$35.8K 0.15% 136
2025
Q2 		$260K Hold
14,864
– – 0.18% 127
2025
Q1 		$301K Buy
14,864
+3,600
+32% +$72.8K 0.21% 117
2024
Q4 		$228K Buy
11,264
+8
+0.1% +$173 0.18% 127
2024
Q3 		$257K Hold
11,256
– – 0.2% 118
2024
Q2 		$221K Hold
11,256
– – 0.18% 124
2024
Q1 		$211K Buy
+11,256
New +$205K 0.18% 128

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 $3.37T AUM 44.26% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Keynote Financial Services's DOC Position: Q2 2026 in Review

Keynote Financial Services reduced its Healthpeak Properties (DOC) stake by 4.2% in Q2 2026, selling an estimated $10.5K and leaving 12,728 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #143.

Keynote Financial Services first reported a position in DOC in Q1 2024 and has held it in 10 quarters since. The position peaked at $301K in Q1 2025. 755 funds tracked by Wall St. Rank hold DOC as of Q2 2026.

  • Keynote Financial Services held 12,728 shares of Healthpeak Properties worth $272K as of Q2 2026.
  • Keynote Financial Services sold 562 Healthpeak Properties shares in Q2 2026, an estimated $10.5K.
  • Healthpeak Properties made up 0.13% of Keynote Financial Services's portfolio in Q2 2026, its #143 holding.
  • Keynote Financial Services first reported a position in Healthpeak Properties in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's Healthpeak Properties position peaked at $301K in Q1 2025.
  • 755 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.