Allie Family Office’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,990
| Closed | -$320K | – | 99 |
|
|
2025
Q1 | $320K | Buy |
9,990
+650
| +7% | +$20.8K | 0.17% | 68 |
|
|
2024
Q4 | $260K | Hold |
9,340
| – | – | 0.14% | 74 |
|
|
2024
Q3 | $291K | Hold |
9,340
| – | – | 0.16% | 68 |
|
|
2024
Q2 | $250K | Hold |
9,340
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $245K | Buy |
+9,340
| New | +$245K | 0.14% | 70 |
|
|
2023
Q3 | – | Sell |
-9,970
| Closed | -$200K | – | 68 |
|
|
2023
Q2 | $200K | Hold |
9,970
| – | – | 0.14% | 68 |
|
|
2023
Q1 | $219K | Hold |
9,970
| – | – | 0.16% | 66 |
|
|
2022
Q4 | $250K | Hold |
9,970
| – | – | 0.21% | 66 |
|
|
2022
Q3 | $229K | Hold |
9,970
| – | – | 0.2% | 62 |
|
|
2022
Q2 | $258K | Sell |
9,970
-1,166
| -10% | -$30.2K | 0.21% | 60 |
|
|
2022
Q1 | $378K | Sell |
11,136
-8,212
| -42% | -$279K | 0.29% | 48 |
|
|
2021
Q4 | $699K | Buy |
+19,348
| New | +$699K | 0.55% | 36 |
|