Bell Investment 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
2026 Q1	$4.67K	Hold	284	–	–	﹤0.01%	990
2025 Q4	$4.57K	Sell	284 -239	-46%	-$4.21K	﹤0.01%	1007
2025 Q3	$10K	Sell	523 -80	-13%	-$1.43K	﹤0.01%	645
2025 Q2	$10.6K	Sell	603 -26	-4%	-$462	﹤0.01%	652
2025 Q1	$12.7K	Hold	629	–	–	﹤0.01%	513
2024 Q4	$12.8K	Hold	629	–	–	﹤0.01%	513
2024 Q3	$14.4K	Hold	629	–	–	﹤0.01%	485
2024 Q2	$12.3K	Buy	629 +56	+10%	+$1.07K	﹤0.01%	533
2024 Q1	$10.7K	Buy	573 +53	+10%	+$963	﹤0.01%	559
2023 Q4	$10.3K	Buy	520 +217	+72%	+$3.82K	﹤0.01%	548
2023 Q3	$5.56K	Sell	303 -36	-11%	-$739	﹤0.01%	751
2023 Q2	$6.81K	Sell	339 -192	-36%	-$3.99K	﹤0.01%	670
2023 Q1	$11.7K	Buy	531 +7	+1%	+$174	﹤0.01%	438
2022 Q4	$13.1K	Buy	524 +18	+4%	+$438	﹤0.01%	401
2022 Q3	$12K	Buy	506 +444	+716%	+$11.7K	﹤0.01%	363
2022 Q2	$2K	Buy	+62	New	+$1.88K	﹤0.01%	1128
2021 Q4	$9K	Sell	244 -21	-8%	-$724	﹤0.01%	516
2021 Q3	$9K	Buy	+265	New	+$9.38K	﹤0.01%	477