Allie Family Office’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	-9,990	Closed	-$320K	–	101
2025 Q1	$320K	Buy	9,990 +650	+7%	+$13.1K	0.18%	69
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	+$170K	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%	-$35.3K	0.21%	60
2022 Q1	$378K	Sell	11,136 -8,212	-42%	-$277K	0.29%	48
2021 Q4	$699K	Buy	+19,348	New	+$667K	0.55%	36