Ameritas Investment Partners’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 | $779K | Sell |
44,557
-572
| -1% | -$10K | 0.02% | 689 |
|
2025
Q1 | $913K | Hold |
45,129
| – | – | 0.03% | 636 |
|
2024
Q4 | $915K | Sell |
45,129
-20,700
| -31% | -$420K | 0.03% | 646 |
|
2024
Q3 | $1.51M | Sell |
65,829
-750
| -1% | -$17.2K | 0.05% | 475 |
|
2024
Q2 | $1.3M | Buy |
66,579
+58,700
| +745% | +$1.15M | 0.04% | 505 |
|
2024
Q1 | $148K | Buy |
7,879
+1,800
| +30% | +$33.8K | 0.01% | 1496 |
|
2023
Q4 | $120K | Sell |
6,079
-801
| -12% | -$15.9K | ﹤0.01% | 1612 |
|
2023
Q3 | $126K | Hold |
6,880
| – | – | 0.01% | 1491 |
|
2023
Q2 | $138K | Hold |
6,880
| – | – | 0.01% | 1373 |
|
2023
Q1 | $151K | Hold |
6,880
| – | – | 0.01% | 1266 |
|
2022
Q4 | $188K | Hold |
6,880
| – | – | 0.01% | 1174 |
|
2022
Q3 | $157K | Hold |
6,880
| – | – | 0.01% | 1190 |
|
2022
Q2 | $178K | Hold |
6,880
| – | – | 0.01% | 1140 |
|
2022
Q1 | $236K | Sell |
6,880
-575
| -8% | -$19.7K | 0.01% | 1076 |
|
2021
Q4 | $269K | Hold |
7,455
| – | – | 0.01% | 1055 |
|
2021
Q3 | $250K | Hold |
7,455
| – | – | 0.01% | 1057 |
|
2021
Q2 | $248K | Hold |
7,455
| – | – | 0.01% | 1082 |
|
2021
Q1 | $237K | Sell |
7,455
-836
| -10% | -$26.6K | 0.01% | 1102 |
|
2020
Q4 | $251K | Hold |
8,291
| – | – | 0.01% | 1017 |
|
2020
Q3 | $225K | Hold |
8,291
| – | – | 0.01% | 976 |
|
2020
Q2 | $229K | Hold |
8,291
| – | – | 0.01% | 956 |
|
2020
Q1 | $198K | Hold |
8,291
| – | – | 0.01% | 942 |
|
2019
Q4 | $286K | Hold |
8,291
| – | – | 0.01% | 914 |
|
2019
Q3 | $295K | Hold |
8,291
| – | – | 0.01% | 883 |
|
2019
Q2 | $265K | Hold |
8,291
| – | – | 0.01% | 924 |
|
2019
Q1 | $260K | Hold |
8,291
| – | – | 0.01% | 916 |
|
2018
Q4 | $232K | Sell |
8,291
-659
| -7% | -$18.4K | 0.01% | 903 |
|
2018
Q3 | $236K | Hold |
8,950
| – | – | 0.01% | 997 |
|
2018
Q2 | $231K | Sell |
8,950
-751
| -8% | -$19.4K | 0.01% | 994 |
|
2018
Q1 | $225K | Sell |
9,701
-867
| -8% | -$20.1K | 0.01% | 1014 |
|
2017
Q4 | $276K | Hold |
10,568
| – | – | 0.01% | 927 |
|
2017
Q3 | $315K | Hold |
10,568
| – | – | 0.02% | 873 |
|
2017
Q2 | $338K | Sell |
10,568
-610
| -5% | -$19.5K | 0.02% | 844 |
|
2017
Q1 | $350K | Buy |
11,178
+1,678
| +18% | +$52.5K | 0.02% | 836 |
|
2016
Q4 | $282K | Sell |
9,500
-931
| -9% | -$27.6K | 0.01% | 894 |
|
2016
Q3 | $360K | Buy |
+10,431
| New | +$360K | 0.02% | 814 |
|
2014
Q4 | – | Sell |
-9,281
| Closed | -$336K | – | 1185 |
|
2014
Q3 | $336K | Sell |
9,281
-554
| -6% | -$20.1K | 0.02% | 750 |
|
2014
Q2 | $371K | Sell |
9,835
-292
| -3% | -$11K | 0.03% | 740 |
|
2014
Q1 | $358K | Sell |
10,127
-486
| -5% | -$17.2K | 0.03% | 715 |
|
2013
Q4 | $351K | Hold |
10,613
| – | – | 0.03% | 743 |
|
2013
Q3 | $396K | Buy |
+10,613
| New | +$396K | 0.04% | 608 |
|