Kentucky Trust Co DOC — Healthpeak Properties Inc

Ownership history in Kentucky Trust Co  ·  7 quarters on record

AI Ownership Summary

Kentucky Trust Co reported Healthpeak Properties Inc (DOC) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.45% in 2025 Q1. The latest visible filing shows DOC at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DOC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kentucky Trust Co's position in Healthpeak Properties Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DOC was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DOC stock page Kentucky Trust Co fund profile Kentucky Trust Co full holdings
How Kentucky Trust Co held DOC — position size vs. price
% of Fund (quarterly)    DOC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 39,452 +26 +0.1% 0.41% $844K 2026-07-10 $21.65
2026 Q1 ADDED — — — 39,426 +3,577 +10.0% 0.34% $648K 2026-04-17 $17.19
2025 Q4 REDUCED 10.2% +4.0% ❌ 35,849 -4,065 -10.2% 0.31% $576K 2026-01-21 $17.41
2025 Q3 ADDED — — — 39,914 +324 +0.8% 0.41% $764K 2025-10-14 $17.22
2025 Q2 ADDED — — — 39,590 +2,530 +6.8% 0.40% $693K 2025-07-15 $17.02
2025 Q1 UNCHANGED — — — 37,060 — 0% 0.45% $749K 2025-04-21 $17.02
2024 Q4 INITIATED — — — 37,060 — — 0.44% $751K 2025-01-29 $18.26

🏢 Other funds also holding DOC

As of 2026 Q2 — sorted by position size

Pensionfund PDN 3Y 7Y 2.22% Pensionfund Sabic 3Y 7Y 2.17% MFG WEALTH MANAGEMENT, INC. 1.5% Miller Global Investments, LLC 0.95% HF Advisory Group, LLC 3Y 0.86% Northside Capital Management, LLC 3Y 7Y 0.79% Mirador Capital Partners LP 3Y 7Y 0.18% Alliance Wealth Advisors, LLC 3Y 0.13% Atlas Brown,Inc. 3Y 7Y 0.08% Palouse Capital Management, Inc. 3Y 7Y 0.07%

FAQ About Kentucky Trust Co and DOC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kentucky Trust Co reported owning DOC?

Kentucky Trust Co reported DOC across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported DOC position in Kentucky Trust Co's portfolio?

The largest reported portfolio weight for DOC was 0.45% in 2025 Q1.

What is the latest reported DOC position on this page?

The most recent filing on this page is 2026 Q2, when Kentucky Trust Co reported 39,452 shares, equal to 0.41% of portfolio, with an estimated market value of $844K.

What does the chart on this DOC ownership page compare?

The chart compares Kentucky Trust Co's quarterly DOC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kentucky Trust Co time their DOC position?

Based on 13F filing dates vs. subsequent DOC price moves, Kentucky Trust Co correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on DOC relative to SPY over the holding period was +622.2%.

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