BFG
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Bleakley Financial Group’s Healthpeak Properties DOC Stock Holding History

Bleakley Financial Group’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,570
Closed -$214K – 632
2024
Q4 		$214K Buy
10,570
+86
+0.8% +$1.86K 0.01% 929
2024
Q3 		$240K Sell
10,484
-22,706
-68% -$489K 0.01% 874
2024
Q2 		$651K Buy
33,190
+1,693
+5% +$32.3K 0.02% 520
2024
Q1 		$591K Sell
31,497
-875
-3% -$15.9K 0.02% 564
2023
Q4 		$641K Buy
32,372
+10,161
+46% +$179K 0.02% 516
2023
Q3 		$408K Sell
22,211
-3,009
-12% -$61.8K 0.01% 590
2023
Q2 		$507K Sell
25,220
-2,168
-8% -$45K 0.02% 580
2023
Q1 		$602K Sell
27,388
-2,847
-9% -$70.6K 0.02% 518
2022
Q4 		$758K Buy
+30,235
New +$735K 0.03% 441

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