KWAG
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Kiely Wealth Advisory Group’s Healthpeak Properties DOC Stock Holding History

Kiely Wealth Advisory 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
Q4 		$7.84K Hold
400
– – 0.01% 215
2024
Q3 		$8.73K Buy
+400
New +$8.62K 0.01% 209
2024
Q2 		– Sell
-400
Closed -$7.64K – 306
2024
Q1 		$7.64K Hold
400
– – ﹤0.01% 184
2023
Q4 		$7.78K Buy
+400
New +$7.04K ﹤0.01% 185

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Kiely Wealth Advisory Group's DOC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Healthpeak Properties (DOC) position steady in Q4 2024 at 400 shares worth $7.84K. The position accounts for 0.01% of the portfolio, ranked #215.

Kiely Wealth Advisory Group first reported a position in DOC in Q4 2023 and has held it in 4 quarters since. The position peaked at $8.73K in Q3 2024. 761 funds tracked by Wall St. Rank hold DOC as of Q4 2024.

  • Kiely Wealth Advisory Group held 400 shares of Healthpeak Properties worth $7.84K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Healthpeak Properties share count unchanged in Q4 2024.
  • Healthpeak Properties made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #215 holding.
  • Kiely Wealth Advisory Group first reported a position in Healthpeak Properties in Q4 2023 and has held it in 4 quarters since.
  • Kiely Wealth Advisory Group's Healthpeak Properties position peaked at $8.73K in Q3 2024.
  • 761 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.