CX Institutional’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Buy
6,820
+726
+12% +$12.7K ﹤0.01% 738
2025
Q1
$123K Buy
+6,094
New +$123K ﹤0.01% 711
2022
Q3
Sell
-166
Closed -$4K 628
2022
Q2
$4K Buy
+166
New +$4K ﹤0.01% 1048
2021
Q4
Sell
-955
Closed -$32K 471
2021
Q3
$32K Buy
955
+50
+6% +$1.68K ﹤0.01% 658
2021
Q2
$30K Buy
905
+153
+20% +$5.07K ﹤0.01% 660
2021
Q1
$24K Buy
752
+117
+18% +$3.73K ﹤0.01% 634
2020
Q4
$19K Buy
635
+318
+100% +$9.52K ﹤0.01% 617
2020
Q3
$9K Buy
317
+252
+388% +$7.16K ﹤0.01% 681
2020
Q2
$2K Sell
65
-74
-53% -$2.28K ﹤0.01% 743
2020
Q1
$3K Sell
139
-3
-2% -$65 ﹤0.01% 607
2019
Q4
$5K Hold
142
﹤0.01% 540
2019
Q3
$5K Buy
142
+10
+8% +$352 ﹤0.01% 571
2019
Q2
$4K Buy
132
+21
+19% +$636 ﹤0.01% 640
2019
Q1
$3K Buy
111
+92
+484% +$2.49K ﹤0.01% 621
2018
Q4
$1K Buy
+19
New +$1K ﹤0.01% 482