Benjamin Edwards Inc’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	$221K	Buy	13,430 +1,187	+10%	+$20.3K	﹤0.01%	1277
2025 Q4	$197K	Sell	12,243 -4,851	-28%	-$85.5K	﹤0.01%	1274
2025 Q3	$327K	Buy	17,094 +241	+1%	+$4.32K	﹤0.01%	1071
2025 Q2	$295K	Sell	16,853 -16,950	-50%	-$301K	﹤0.01%	997
2025 Q1	$684K	Buy	33,803 +1,103	+3%	+$22.3K	0.01%	700
2024 Q4	$663K	Buy	32,700 +6,141	+23%	+$133K	0.01%	738
2024 Q3	$607K	Buy	26,559 +23,991	+934%	+$517K	0.01%	735
2024 Q2	$50K	Buy	2,568 +51	+2%	+$974	0.01%	499
2024 Q1	$47K	Sell	2,517 -3,392	-57%	-$61.6K	0.01%	491
2023 Q4	$117K	Sell	5,909 -235	-4%	-$4.13K	0.03%	398
2023 Q3	$113K	Sell	6,144 -368	-6%	-$7.56K	0.03%	372
2023 Q2	$131K	Buy	6,512 +5	+0.1%	+$104	0.03%	342
2023 Q1	$143K	Buy	6,507 +1,174	+22%	+$29.1K	0.03%	322
2022 Q4	$134K	Buy	5,333 +417	+8%	+$10.1K	0.04%	321
2022 Q3	$113K	Buy	4,916 +434	+10%	+$11.5K	0.03%	326
2022 Q2	$116K	Buy	4,482 +882	+25%	+$26.7K	0.03%	324
2022 Q1	$124K	Buy	+3,600	New	+$121K	0.04%	331