Corient Private Wealth’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 | $1.82M | Buy |
104,109
+1,010
| +1% | +$17.7K | ﹤0.01% | 1143 |
|
|
2025
Q1 | $2.08M | Buy |
103,099
+2,142
| +2% | +$43.3K | ﹤0.01% | 962 |
|
|
2024
Q4 | $2.05M | Sell |
100,957
-2,888
| -3% | -$58.5K | ﹤0.01% | 989 |
|
|
2024
Q3 | $2.37M | Sell |
103,845
-77,682
| -43% | -$1.78M | ﹤0.01% | 999 |
|
|
2024
Q2 | $3.56M | Buy |
181,527
+29,868
| +20% | +$585K | 0.01% | 808 |
|
|
2024
Q1 | $2.84M | Buy |
151,659
+121,406
| +401% | +$2.28M | 0.01% | 871 |
|
|
2023
Q4 | $599K | Buy |
30,253
+16,812
| +125% | +$333K | ﹤0.01% | 1523 |
|
|
2023
Q3 | $247K | Sell |
13,441
-24,866
| -65% | -$457K | ﹤0.01% | 1825 |
|
|
2023
Q2 | $756K | Buy |
38,307
+13,035
| +52% | +$257K | ﹤0.01% | 1257 |
|
|
2023
Q1 | $555K | Buy |
25,272
+12,414
| +97% | +$273K | ﹤0.01% | 1322 |
|
|
2022
Q4 | $323K | Buy |
+12,858
| New | +$323K | ﹤0.01% | 1305 |
|