CAPTRUST Financial Advisors’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 | $1.33M | Sell |
76,174
-1,945
| -2% | -$34.1K | ﹤0.01% | 1186 |
|
|
2025
Q1 | $1.58M | Buy |
78,119
+1,424
| +2% | +$28.8K | ﹤0.01% | 1026 |
|
|
2024
Q4 | $1.55M | Sell |
76,695
-3,813
| -5% | -$77.3K | ﹤0.01% | 995 |
|
|
2024
Q3 | $1.84M | Sell |
80,508
-15,519
| -16% | -$355K | 0.01% | 892 |
|
|
2024
Q2 | $1.88M | Buy |
96,027
+2,890
| +3% | +$56.6K | 0.01% | 851 |
|
|
2024
Q1 | $1.75M | Sell |
93,137
-5,264
| -5% | -$98.7K | 0.01% | 859 |
|
|
2023
Q4 | $1.95M | Buy |
98,401
+24,205
| +33% | +$479K | 0.01% | 920 |
|
|
2023
Q3 | $1.36M | Sell |
74,196
-2,599
| -3% | -$47.7K | 0.01% | 1025 |
|
|
2023
Q2 | $1.54M | Buy |
76,795
+2,306
| +3% | +$46.4K | 0.01% | 942 |
|
|
2023
Q1 | $1.64M | Buy |
74,489
+26,449
| +55% | +$581K | 0.01% | 812 |
|
|
2022
Q4 | $1.2M | Buy |
48,040
+5,785
| +14% | +$145K | 0.01% | 887 |
|
|
2022
Q3 | $968K | Buy |
+42,255
| New | +$968K | 0.01% | 922 |
|