Beach Investment Counsel’s Healthpeak Properties DOC Stock Holding History

Beach Investment Counsel’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-21,215	Closed	-$430K	–	122
2024 Q4	$430K	Sell	21,215 -23,530	-53%	-$477K	0.06%	97
2024 Q3	$1.02M	Sell	44,745 -4,700	-10%	-$107K	0.13%	77
2024 Q2	$969K	Sell	49,445 -8,891	-15%	-$174K	0.12%	80
2024 Q1	$1.16M	Buy	58,336 +599	+1%	+$11.9K	0.14%	89
2023 Q4	$1.14M	Sell	57,737 -164,058	-74%	-$3.25M	0.14%	89
2023 Q3	$4.07M	Buy	221,795 +52,760	+31%	+$969K	0.51%	52
2023 Q2	$3.4M	Buy	169,035 +13,650	+9%	+$274K	0.4%	64
2023 Q1	$3.41M	Sell	155,385 -1,650	-1%	-$36.3K	0.45%	54
2022 Q4	$3.94M	Sell	157,035 -4,200	-3%	-$105K	0.49%	47
2022 Q3	$3.7M	Sell	161,235 -1,125	-0.7%	-$25.8K	0.53%	48
2022 Q2	$4.21M	Hold	162,360	–	–	0.53%	51
2022 Q1	$5.57M	Buy	+162,360	New	+$5.57M	0.59%	45
2021 Q4	–	Sell	-162,810	Closed	-$5.45M	–	146
2021 Q3	$5.45M	Sell	162,810 -3,000	-2%	-$100K	0.52%	49
2021 Q2	$5.52M	Sell	165,810 -10,535	-6%	-$351K	0.49%	48
2021 Q1	$5.6M	Sell	176,345 -105,975	-38%	-$3.36M	0.5%	50
2020 Q4	$8.54M	Buy	282,320 +98,690	+54%	+$2.98M	0.81%	37
2020 Q3	$4.99M	Sell	183,630 -11,885	-6%	-$323K	0.59%	48
2020 Q2	$5.39M	Sell	195,515 -6,515	-3%	-$180K	0.72%	39
2020 Q1	$4.82M	Sell	202,030 -200	-0.1%	-$4.77K	0.81%	35
2019 Q4	$6.97M	Sell	202,230 -3,720	-2%	-$128K	0.77%	34
2019 Q3	$7.34M	Sell	205,950 -5,200	-2%	-$185K	0.84%	32
2019 Q2	$6.75M	Hold	211,150	–	–	0.78%	35
2019 Q1	$6.61M	Hold	211,150	–	–	0.74%	34
2018 Q4	$6.66M	Sell	211,150 -32,000	-13%	-$1.01M	0.81%	33
2018 Q3	$6.4M	Hold	243,150	–	–	0.63%	39
2018 Q2	$6.28M	Hold	243,150	–	–	0.66%	39
2018 Q1	$5.65M	Buy	243,150 +106,100	+77%	+$2.46M	0.59%	44
2017 Q4	$3.57M	Buy	137,050 +65,300	+91%	+$1.7M	0.35%	58
2017 Q3	$2M	Buy	+71,750	New	+$2M	0.21%	75
2015 Q1	–	Sell	-114,697	Closed	-$4.6M	–	177
2014 Q4	$4.6M	Buy	+114,697	New	+$4.6M	0.38%	48