DWAM

Duncan Williams Asset Management’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	13,876 +29	+0.2%	+$508	0.08%	138
2025 Q1	$280K	Buy	13,847 +25	+0.2%	+$506	0.1%	118
2024 Q4	$280K	Sell	13,822 -245	-2%	-$4.97K	0.11%	112
2024 Q3	$322K	Buy	+14,067	New	+$322K	0.18%	94