HIG
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Herr Investment Group’s Healthpeak Properties DOC Stock Holding History

Herr Investment Group’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
2024
Q2 		$3.34M Buy
170,488
+130,488
+326% +$2.49M 0.22% 36
2024
Q1 		$750K Hold
40,000
– – 0.2% 49
2023
Q4 		$792K Buy
+40,000
New +$704K 0.05% 60

Other funds holding DOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Herr Investment Group's DOC Position: Q2 2024 in Review

Herr Investment Group increased its Healthpeak Properties (DOC) stake by 326% in Q2 2024, buying an estimated $2.49M and bringing the position to 170,488 shares worth $3.34M. The position accounts for 0.22% of the portfolio, ranked #36.

Herr Investment Group first reported a position in DOC in Q4 2023 and has held it in 3 quarters since. 707 funds tracked by Wall St. Rank hold DOC as of Q2 2024.

  • Herr Investment Group held 170,488 shares of Healthpeak Properties worth $3.34M as of Q2 2024.
  • Herr Investment Group bought 130,488 Healthpeak Properties shares in Q2 2024, an estimated $2.49M.
  • Healthpeak Properties made up 0.22% of Herr Investment Group's portfolio in Q2 2024, its #36 holding.
  • Herr Investment Group first reported a position in Healthpeak Properties in Q4 2023 and has held it in 3 quarters since.
  • 707 funds tracked by Wall St. Rank held Healthpeak Properties as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.