Baldwin Wealth Partners’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-83
| Closed | -$1.9K | – | 444 |
|
|
2024
Q3 | $1.9K | Buy |
+83
| New | +$1.79K | ﹤0.01% | 953 |
|
|
2024
Q1 | – | Sell |
-300
| Closed | -$5.94K | – | 702 |
|
|
2023
Q4 | $5.94K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2023
Q3 | $5.51K | Hold |
300
| – | – | ﹤0.01% | 618 |
|
|
2023
Q2 | $6.03K | Hold |
300
| – | – | ﹤0.01% | 635 |
|
|
2023
Q1 | $6.59K | Hold |
300
| – | – | ﹤0.01% | 654 |
|
|
2022
Q4 | $7.52K | Buy |
+300
| New | +$7.29K | ﹤0.01% | 632 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$3K | – | 633 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2021
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 513 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 491 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 497 |
|
|
2018
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 472 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 450 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 454 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
|
2016
Q4 | $3K | Sell |
100
-10
| -9% | -$305 | ﹤0.01% | 479 |
|
|
2016
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 495 |
|
|
2016
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 428 |
|
|
2016
Q1 | $3K | Buy |
+110
| New | +$3.3K | ﹤0.01% | 454 |
|
|
2013
Q4 | – | Sell |
-19,045
| Closed | -$710K | – | 246 |
|
|
2013
Q3 | $710K | Sell |
19,045
-51,314
| -73% | -$2M | 0.13% | 138 |
|
|
2013
Q2 | $2.91M | Buy |
+70,359
| New | +$3.21M | 0.58% | 54 |
|
Other funds holding DOC
CIM
Baldwin Wealth Partners's DOC Position: Q4 2024 in Review
Baldwin Wealth Partners sold out of Healthpeak Properties (DOC) in Q4 2024, closing a stake of 83 shares — an estimated $1.9K sold.
Baldwin Wealth Partners first reported a position in DOC in Q2 2013 and held it in 31 quarters. The position peaked at $2.91M in Q2 2013. 762 funds tracked by Wall St. Rank hold DOC as of Q4 2024.
- Baldwin Wealth Partners reported no remaining Healthpeak Properties position as of Q4 2024 after selling out during the quarter.
- Baldwin Wealth Partners sold 83 Healthpeak Properties shares in Q4 2024, an estimated $1.9K.
- Baldwin Wealth Partners first reported a position in Healthpeak Properties in Q2 2013 and held it in 31 quarters.
- Baldwin Wealth Partners's Healthpeak Properties position peaked at $2.91M in Q2 2013.
- 762 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2024.
Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.