Beacon Pointe Advisors’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
Q3 | $328K | Buy |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $376K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $414K | Sell |
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|
2023
Q4 | $444K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $484K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Buy |
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