CAM
Carret Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
34,459
+2,240
| +7% | +$39.2K | 0.06% | 185 |
|
|
2025
Q1 | $651K | Sell |
32,219
-202
| -0.6% | -$4.08K | 0.07% | 177 |
|
|
2024
Q4 | $657K | Sell |
32,421
-3,300
| -9% | -$66.9K | 0.07% | 176 |
|
|
2024
Q3 | $817K | Sell |
35,721
-4,644
| -12% | -$106K | 0.09% | 164 |
|
|
2024
Q2 | $791K | Sell |
40,365
-239
| -0.6% | -$4.68K | 0.09% | 156 |
|
|
2024
Q1 | $761K | Buy |
+40,604
| New | +$761K | 0.09% | 162 |
|