Annex Advisory Services’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,790	Closed	-$320K	–	316
2024 Q4	$320K	Hold	15,790	–	–	0.01%	246
2024 Q3	$361K	Hold	15,790	–	–	0.01%	215
2024 Q2	$309K	Sell	15,790 -100,000	-86%	-$1.96M	0.01%	222
2024 Q1	$2.17M	Buy	+115,790	New	+$2.17M	0.08%	100