Cerity Partners’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 | $3.1M | Sell |
176,766
-29,310
| -14% | -$513K | 0.01% | 1025 |
|
|
2025
Q1 | $4.17M | Buy |
206,076
+3,942
| +2% | +$79.7K | 0.01% | 794 |
|
|
2024
Q4 | $4.48M | Sell |
202,134
-18,713
| -8% | -$414K | 0.01% | 755 |
|
|
2024
Q3 | $5.05M | Buy |
220,847
+78,383
| +55% | +$1.79M | 0.01% | 693 |
|
|
2024
Q2 | $2.79M | Sell |
142,464
-13,260
| -9% | -$260K | 0.01% | 785 |
|
|
2024
Q1 | $2.92M | Buy |
155,724
+127,968
| +461% | +$2.4M | 0.01% | 823 |
|
|
2023
Q4 | $550K | Buy |
+27,756
| New | +$550K | ﹤0.01% | 1230 |
|
|
2023
Q3 | – | Sell |
-22,096
| Closed | -$444K | – | 1467 |
|
|
2023
Q2 | $444K | Buy |
22,096
+5,535
| +33% | +$111K | ﹤0.01% | 1230 |
|
|
2023
Q1 | $364K | Sell |
16,561
-622
| -4% | -$13.7K | ﹤0.01% | 1442 |
|
|
2022
Q4 | $431K | Buy |
+17,183
| New | +$431K | ﹤0.01% | 999 |
|