Arete Wealth Advisors’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 | $509K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $426K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $252K | Buy |
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|
2023
Q2 | $272K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Buy |
|