LF
DOC icon

Lee Financial’s Healthpeak Properties DOC Stock Holding History

Lee Financial’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 		– Sell
-114
Closed -$2.26K – 337
2023
Q4 		$2.26K Buy
+114
New +$2K ﹤0.01% 724
2022
Q1 		– Sell
-225
Closed -$8K – 810
2021
Q4 		$8K Buy
+225
New +$7.76K ﹤0.01% 536

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Lee Financial's DOC Position: Q1 2024 in Review

Lee Financial sold out of Healthpeak Properties (DOC) in Q1 2024, closing a stake of 114 shares — an estimated $2.26K sold.

Lee Financial first reported a position in DOC in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q4 2021. 678 funds tracked by Wall St. Rank hold DOC as of Q1 2024.

  • Lee Financial reported no remaining Healthpeak Properties position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 114 Healthpeak Properties shares in Q1 2024, an estimated $2.26K.
  • Lee Financial first reported a position in Healthpeak Properties in Q4 2021 and held it in 2 quarters.
  • Lee Financial's Healthpeak Properties position peaked at $8K in Q4 2021.
  • 678 funds tracked by Wall St. Rank held Healthpeak Properties as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.