Atria Wealth Solutions’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	–	Sell	-68,190	Closed	-$1.38M	–	1563
2025 Q1	$1.38M	Buy	68,190 +901	+1%	+$18.2K	0.02%	766
2024 Q4	$1.36M	Buy	67,289 +4,162	+7%	+$90.2K	0.02%	802
2024 Q3	$1.44M	Buy	63,127 +13,418	+27%	+$289K	0.02%	769
2024 Q2	$974K	Sell	49,709 -13,099	-21%	-$250K	0.01%	909
2024 Q1	$1.18M	Buy	62,808 +38,160	+155%	+$693K	0.01%	837
2023 Q4	$488K	Sell	24,648 -474	-2%	-$8.34K	0.01%	1225
2023 Q3	$461K	Sell	25,122 -333	-1%	-$6.84K	0.01%	1166
2023 Q2	$512K	Buy	25,455 +78	+0.3%	+$1.62K	0.01%	1148
2023 Q1	$558K	Buy	25,377 +1,720	+7%	+$42.6K	0.01%	1066
2022 Q4	$593K	Sell	23,657 -41,708	-64%	-$1.01M	0.01%	992
2022 Q3	$1.5M	Buy	65,365 +3,733	+6%	+$98.6K	0.03%	580
2022 Q2	$1.6M	Sell	61,632 -996	-2%	-$30.2K	0.03%	518
2022 Q1	$2.15M	Buy	+62,628	New	+$2.11M	0.04%	466