CFM
Catalyst Funds Management’s Healthpeak Properties DOC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.68M | Sell |
153,010
-56,802
| -27% | -$995K | 0.74% | 23 |
|
2025
Q1 | $4.24M | Buy |
209,812
+10,700
| +5% | +$216K | 1.11% | 11 |
|
2024
Q4 | $4.04M | Buy |
199,112
+1,600
| +0.8% | +$32.4K | 0.99% | 20 |
|
2024
Q3 | $4.52M | Buy |
197,512
+8,100
| +4% | +$185K | 0.99% | 11 |
|
2024
Q2 | $3.71M | Sell |
189,412
-20,400
| -10% | -$400K | 1% | 14 |
|
2024
Q1 | $3.93M | Buy |
+209,812
| New | +$3.93M | 1.1% | 18 |
|