CIA
Concurrent Investment Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
27,879
+16,661
| +149% | +$292K | 0.01% | 856 |
|
|
2025
Q1 | $227K | Buy |
11,218
+1,101
| +11% | +$22.3K | 0.01% | 1059 |
|
|
2024
Q4 | $205K | Buy |
10,117
+927
| +10% | +$18.8K | 0.01% | 971 |
|
|
2024
Q3 | $210K | Buy |
+9,190
| New | +$210K | 0.01% | 921 |
|