Blue Trust Inc’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
$265K Buy
15,113
+2,758
+22% +$48.3K ﹤0.01% 668
2025
Q1
$250K Buy
12,355
+4,100
+50% +$82.9K ﹤0.01% 628
2024
Q4
$167K Sell
8,255
-2,761
-25% -$56K ﹤0.01% 715
2024
Q3
$216K Buy
11,016
+4,144
+60% +$81.2K ﹤0.01% 820
2024
Q2
$129K Buy
6,872
+2,877
+72% +$53.9K ﹤0.01% 870
2024
Q1
$74.9K Buy
3,995
+3,588
+882% +$67.3K ﹤0.01% 792
2023
Q4
$7K Buy
407
+106
+35% +$1.82K ﹤0.01% 1702
2023
Q3
$6K Sell
301
-159
-35% -$3.17K ﹤0.01% 1571
2023
Q2
$10K Sell
460
-325
-41% -$7.07K ﹤0.01% 1299
2023
Q1
$20K Buy
785
+215
+38% +$5.48K ﹤0.01% 1352
2022
Q4
$13K Sell
570
-113
-17% -$2.58K ﹤0.01% 1441
2022
Q3
$18K Buy
683
+190
+39% +$5.01K ﹤0.01% 1128
2022
Q2
$17K Buy
+493
New +$17K ﹤0.01% 1009