Carret Asset Management’s Healthpeak Properties DOC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$603K Buy
2025
Q1
$651K Sell
2024
Q4
$657K Sell
2024
Q3
$817K Sell
2024
Q2
$791K Sell
2024
Q1
$761K Buy