Arete Wealth Advisors’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 | $509K | Buy |
29,081
+2,753
| +10% | +$48.2K | 0.04% | 407 |
|
|
2025
Q1 | $532K | Buy |
26,328
+1,299
| +5% | +$26.2K | 0.04% | 370 |
|
|
2024
Q4 | $506K | Buy |
25,029
+4,986
| +25% | +$101K | 0.04% | 407 |
|
|
2024
Q3 | $456K | Sell |
20,043
-1,833
| -8% | -$41.7K | 0.04% | 396 |
|
|
2024
Q2 | $426K | Sell |
21,876
-431
| -2% | -$8.39K | 0.04% | 426 |
|
|
2024
Q1 | $418K | Buy |
22,307
+8,056
| +57% | +$151K | 0.04% | 312 |
|
|
2023
Q4 | $282K | Buy |
14,251
+540
| +4% | +$10.7K | 0.02% | 575 |
|
|
2023
Q3 | $252K | Buy |
13,711
+187
| +1% | +$3.43K | 0.04% | 387 |
|
|
2023
Q2 | $272K | Buy |
13,524
+1,280
| +10% | +$25.7K | 0.02% | 518 |
|
|
2023
Q1 | $269K | Buy |
+12,244
| New | +$269K | 0.02% | 499 |
|
|
2022
Q2 | – | Sell |
-5,875
| Closed | -$202K | – | 476 |
|
|
2022
Q1 | $202K | Buy |
+5,875
| New | +$202K | 0.02% | 480 |
|