Key Financial Inc

Position in DOC — Healthpeak Properties, Inc.

CIK 1801720 WEST CHESTER, PA

Position in DOC

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$10,293

+$1,208 QoQ

Shares Held

481

-13.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#645

of 749 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Key Financial Inc holds $348,031 across 6 REIT - Healthcare Facilities names. DOC ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	1,240	$281,442
2	OHI	Omega Healthcare Investors Inc	1,042	$49,682
3	DOC	Healthpeak Properties, Inc. This page	481	$10,293
4	HR	Healthcare Realty Trust Inc	200	$4,034
5	LTC	Ltc Properties Inc	67	$2,576
6	MPT	Medical Properties Trust Inc	1	$4

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,293	481	-13.0%	Shares	Sole	2026-07-24
2026-03-31	$9,085	553	0.0%	Shares	Sole	2026-04-24
2025-12-31	$8,892	553	0.0%	Shares	Sole	2026-02-09
2025-09-30	$10,589	553	-8.6%	Shares	Sole	2025-11-05
2025-06-30	$10,593	605	+3458.8%	Shares	Sole	2025-08-05
2023-12-31	$336	17	0.0%	Shares	Sole	2024-01-31
2023-09-30	$312	17	0.0%	Shares	Sole	2023-11-01
2023-06-30	$341	17	0.0%	Shares	Sole	2023-07-28
2023-03-31	$373	17	-66.7%	Shares	Sole	2023-05-02
2022-12-31	$1,278	51	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,168	51	0.0%	Shares	Sole	2022-10-28
2022-06-30	$1,321	51	0.0%	Shares	Sole	2022-07-26
2022-03-31	$1,750	51	0.0%	Shares	Sole	2022-04-27
2021-12-31	$1,840	51	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,707	51	0.0%	Shares	Sole	2021-11-01
2021-06-30	$1,697	51	0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,618	51	0.0%	Shares	Sole	2021-04-30
2020-12-31	$1,541	51	0.0%	Shares	Sole	2021-01-29
2020-03-31	$1,216	51	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.