Cornerstone Planning Group’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.71K	Buy	407 +146	+56%	+$2.5K	﹤0.01%	1014
2025 Q4	$4.48K	Sell	261 -74	-22%	-$1.3K	﹤0.01%	1019
2025 Q3	$5.89K	Buy	335 +237	+242%	+$4.25K	﹤0.01%	910
2025 Q2	$1.69K	Sell	98 -358	-79%	-$6.36K	﹤0.01%	988
2025 Q1	$8.58K	Buy	456 +352	+338%	+$7.12K	﹤0.01%	615
2024 Q4	$2.21K	Buy	104 +35	+51%	+$758	﹤0.01%	774
2024 Q3	$1.55K	Hold	69	–	–	﹤0.01%	838
2024 Q2	$1.43K	Sell	69 -123	-64%	-$2.35K	﹤0.01%	862
2024 Q1	$3.64K	Sell	192 -94	-33%	-$1.71K	﹤0.01%	570
2023 Q4	$5.66K	Sell	286 -27	-9%	-$475	﹤0.01%	511
2023 Q3	$5.75K	Sell	313 -397	-56%	-$8.15K	﹤0.01%	508
2023 Q2	$14.3K	Buy	+710	New	+$14.7K	0.01%	529
2022 Q4	$24.5K	Buy	+919	New	+$22.3K	0.01%	404