Coston McIsaac & Partners’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	$5K	Buy	345 +2	+0.6%	+$34	﹤0.01%	669
2025 Q4	$5K	Buy	343 +6	+2%	+$106	﹤0.01%	655
2025 Q3	$6K	Buy	337 +5	+2%	+$90	﹤0.01%	611
2025 Q2	$5K	Buy	332 +6	+2%	+$107	﹤0.01%	603
2025 Q1	$6K	Buy	326 +5	+2%	+$101	﹤0.01%	565
2024 Q4	$6K	Buy	321 +5	+2%	+$108	﹤0.01%	560
2024 Q3	$7	Buy	316 +4	+1%	+$86	﹤0.01%	554
2024 Q2	$6K	Buy	312 +4	+1%	+$76	﹤0.01%	541
2024 Q1	$5K	Buy	+308	New	+$5.6K	﹤0.01%	563
2023 Q3	–	Sell	-100	Closed	-$2K	–	730
2023 Q2	$2K	Hold	100	–	–	﹤0.01%	683
2023 Q1	$2K	Hold	100	–	–	﹤0.01%	679
2022 Q4	$2	Hold	100	–	–	﹤0.01%	676
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	599
2022 Q2	$3K	Buy	+100	New	+$3.03K	﹤0.01%	389