AE Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $232K | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $216K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $715K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $265K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $292K | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $288K | Buy |
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|
2019
Q3 | $225K | Buy |
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