Evergreen Capital Management’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
$247K Sell
14,110
-11,264
-44% -$197K 0.01% 897
2025
Q1
$513K Buy
25,374
+57
+0.2% +$1.15K 0.02% 498
2024
Q4
$513K Sell
25,317
-101
-0.4% -$2.05K 0.02% 494
2024
Q3
$581K Sell
25,418
-9,646
-28% -$221K 0.02% 457
2024
Q2
$687K Buy
35,064
+15,044
+75% +$295K 0.02% 385
2024
Q1
$375K Buy
20,020
+8,849
+79% +$166K 0.01% 542
2023
Q4
$221K Buy
+11,171
New +$221K 0.01% 734