Colonial Trust’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	$243	Sell	14 -12	-46%	-$208	﹤0.01%	1079
2025 Q1	$525	Hold	26	–	–	﹤0.01%	1044
2024 Q4	$519	Buy	26 +13	+100%	+$259	﹤0.01%	1285
2024 Q3	$294	Buy	+13	New	+$294	﹤0.01%	1090