Bleakley Financial Group’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,570
Closed -$214K 631
2024
Q4
$214K Buy
10,570
+86
+0.8% +$1.74K 0.01% 928
2024
Q3
$240K Sell
10,484
-22,706
-68% -$519K 0.01% 874
2024
Q2
$651K Buy
33,190
+1,693
+5% +$33.2K 0.02% 520
2024
Q1
$591K Sell
31,497
-875
-3% -$16.4K 0.02% 564
2023
Q4
$641K Buy
32,372
+10,161
+46% +$201K 0.02% 516
2023
Q3
$408K Sell
22,211
-3,009
-12% -$55.2K 0.01% 591
2023
Q2
$507K Sell
25,220
-2,168
-8% -$43.6K 0.02% 580
2023
Q1
$602K Sell
27,388
-2,847
-9% -$62.5K 0.02% 518
2022
Q4
$758K Buy
+30,235
New +$758K 0.03% 441