CPIG
Chicago Partners Investment Group’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+10,773
| New | +$205K | 0.01% | 1041 |
|
|
2018
Q4 | – | Sell |
-4,525
| Closed | -$122K | – | 478 |
|
|
2018
Q3 | $122K | Hold |
4,525
| – | – | 0.02% | 374 |
|
|
2018
Q2 | $117K | Hold |
4,525
| – | – | 0.02% | 358 |
|
|
2018
Q1 | $105K | Hold |
4,525
| – | – | 0.02% | 347 |
|
|
2017
Q4 | $118K | Hold |
4,525
| – | – | 0.02% | 337 |
|
|
2017
Q3 | $126K | Buy |
4,525
+1,000
| +28% | +$27.8K | 0.02% | 316 |
|
|
2017
Q2 | $113K | Buy |
3,525
+2,525
| +253% | +$80.9K | 0.03% | 264 |
|
|
2017
Q1 | $31K | Sell |
1,000
-3,525
| -78% | -$109K | 0.01% | 361 |
|
|
2016
Q4 | $134K | Sell |
4,525
-1,000
| -18% | -$29.6K | 0.05% | 205 |
|
|
2016
Q3 | $210K | Hold |
5,525
| – | – | 0.08% | 166 |
|
|
2016
Q2 | $195K | Hold |
5,525
| – | – | 0.09% | 134 |
|
|
2016
Q1 | $180K | Sell |
5,525
-2,750
| -33% | -$89.6K | 0.09% | 137 |
|
|
2015
Q4 | $316K | Buy |
8,275
+2,750
| +50% | +$105K | 0.15% | 106 |
|
|
2015
Q3 | $206K | Hold |
5,525
| – | – | 0.11% | 120 |
|
|
2015
Q2 | $201K | Buy |
5,525
+103
| +2% | +$3.75K | 0.09% | 133 |
|
|
2015
Q1 | $239K | Buy |
5,422
+3,097
| +133% | +$137K | 0.11% | 114 |
|
|
2014
Q4 | $102K | Buy |
+2,325
| New | +$102K | 0.04% | 178 |
|