Atria Investments’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 | $860K | Buy |
49,140
+1,968
| +4% | +$34.5K | 0.01% | 1119 |
|
|
2025
Q1 | $954K | Sell |
47,172
-5,344
| -10% | -$108K | 0.01% | 1011 |
|
|
2024
Q4 | $1.06M | Buy |
52,516
+7,806
| +17% | +$158K | 0.01% | 944 |
|
|
2024
Q3 | $1.02M | Sell |
44,710
-12,870
| -22% | -$294K | 0.01% | 960 |
|
|
2024
Q2 | $1.13M | Buy |
+57,580
| New | +$1.13M | 0.01% | 879 |
|
|
2022
Q2 | – | Sell |
-30,121
| Closed | -$1.03M | – | 777 |
|
|
2022
Q1 | $1.03M | Buy |
+30,121
| New | +$1.03M | 0.02% | 842 |
|
|
2020
Q2 | – | Sell |
-19,625
| Closed | -$468K | – | 590 |
|
|
2020
Q1 | $468K | Buy |
19,625
+10,621
| +118% | +$253K | 0.04% | 362 |
|
|
2019
Q4 | $310K | Buy |
+9,004
| New | +$310K | 0.01% | 961 |
|
|
2019
Q1 | – | Sell |
-18,337
| Closed | -$512K | – | 951 |
|
|
2018
Q4 | $512K | Sell |
18,337
-643
| -3% | -$18K | 0.02% | 496 |
|
|
2018
Q3 | $500K | Buy |
18,980
+105
| +0.6% | +$2.77K | 0.02% | 589 |
|
|
2018
Q2 | $487K | Buy |
18,875
+2,957
| +19% | +$76.3K | 0.02% | 579 |
|
|
2018
Q1 | $370K | Buy |
15,918
+1,905
| +14% | +$44.3K | 0.02% | 611 |
|
|
2017
Q4 | $365K | Buy |
14,013
+450
| +3% | +$11.7K | 0.02% | 587 |
|
|
2017
Q3 | $377K | Buy |
13,563
+1,116
| +9% | +$31K | 0.02% | 523 |
|
|
2017
Q2 | $398K | Buy |
12,447
+147
| +1% | +$4.7K | 0.02% | 485 |
|
|
2017
Q1 | $385K | Buy |
12,300
+1,236
| +11% | +$38.7K | 0.03% | 452 |
|
|
2016
Q4 | $329K | Buy |
11,064
+3,235
| +41% | +$96.2K | 0.03% | 439 |
|
|
2016
Q3 | $271K | Buy |
+7,829
| New | +$271K | 0.02% | 426 |
|
|
2016
Q2 | – | Sell |
-33,359
| Closed | -$990K | – | 477 |
|
|
2016
Q1 | $990K | Buy |
33,359
+8,115
| +32% | +$241K | 0.11% | 146 |
|
|
2015
Q4 | $837K | Buy |
25,244
+3,105
| +14% | +$103K | 0.09% | 165 |
|
|
2015
Q3 | $751K | Sell |
22,139
-985
| -4% | -$33.4K | 0.1% | 144 |
|
|
2015
Q2 | $768K | Sell |
23,124
-739
| -3% | -$24.5K | 0.09% | 167 |
|
|
2015
Q1 | $939K | Buy |
23,863
+5,227
| +28% | +$206K | 0.11% | 160 |
|
|
2014
Q4 | $747K | Buy |
18,636
+1,470
| +9% | +$58.9K | 0.08% | 201 |
|
|
2014
Q3 | $621K | Buy |
17,166
+2,063
| +14% | +$74.6K | 0.06% | 249 |
|
|
2014
Q2 | $569K | Buy |
+15,103
| New | +$569K | 0.06% | 256 |
|