Berkeley Capital Partners’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
83,879
+11,267
| +16% | +$197K | 0.37% | 55 |
|
|
2025
Q1 | $1.47M | Buy |
72,612
+26,782
| +58% | +$542K | 0.4% | 52 |
|
|
2024
Q4 | $929K | Sell |
45,830
-23,455
| -34% | -$475K | 0.26% | 82 |
|
|
2024
Q3 | $1.58M | Buy |
69,285
+1,399
| +2% | +$32K | 0.45% | 42 |
|
|
2024
Q2 | $1.33M | Buy |
67,886
+2,271
| +3% | +$44.5K | 0.4% | 48 |
|
|
2024
Q1 | $1.23M | Buy |
65,615
+14,858
| +29% | +$279K | 0.38% | 51 |
|
|
2023
Q4 | $1M | Sell |
50,757
-9,170
| -15% | -$182K | 0.33% | 61 |
|
|
2023
Q3 | $1.1M | Buy |
59,927
+6,592
| +12% | +$121K | 0.4% | 52 |
|
|
2023
Q2 | $1.07M | Buy |
53,335
+11,261
| +27% | +$226K | 0.38% | 56 |
|
|
2023
Q1 | $924K | Buy |
42,074
+6,332
| +18% | +$139K | 0.34% | 58 |
|
|
2022
Q4 | $896K | Buy |
35,742
+702
| +2% | +$17.6K | 0.35% | 59 |
|
|
2022
Q3 | $803K | Buy |
35,040
+5,485
| +19% | +$126K | 0.35% | 56 |
|
|
2022
Q2 | $766K | Buy |
29,555
+9,528
| +48% | +$247K | 0.32% | 61 |
|
|
2022
Q1 | $688K | Buy |
+20,027
| New | +$688K | 0.27% | 73 |
|