Lee Financial Group Hawaii’s Healthpeak Properties DOC Stock Holding History

Lee Financial Group Hawaii’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 Q1	$547K	Buy	+29,165	New	+$530K	0.43%	24

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Lee Financial Group Hawaii's DOC Position: Q1 2024 in Review

Lee Financial Group Hawaii opened a new position in Healthpeak Properties (DOC) in Q1 2024: 29,165 shares worth $547K. The stake represents 0.43% of the portfolio and ranks #24 among its holdings.

678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

Lee Financial Group Hawaii held 29,165 shares of Healthpeak Properties worth $547K as of Q1 2024.
Healthpeak Properties was a new Lee Financial Group Hawaii position in Q1 2024.
Healthpeak Properties made up 0.43% of Lee Financial Group Hawaii's portfolio in Q1 2024, its #24 holding.
678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.