AssuredPartners Investment 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	–	Sell	-22,088	Closed	-$447K	–	268
2025 Q1	$447K	Buy	22,088 +666	+3%	+$13.5K	0.09%	210
2024 Q4	$434K	Buy	+21,422	New	+$434K	0.08%	212