Foster Victor Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.11M Buy
389,384
+70,896
+22% +$1.29M 0.48% 86
2025
Q1
$5.78M Buy
318,488
+16,856
+6% +$306K 0.47% 87
2024
Q4
$6.27M Buy
301,632
+15,679
+5% +$326K 0.48% 84
2024
Q3
$6.23M Buy
285,953
+7,811
+3% +$170K 0.5% 83
2024
Q2
$5.86M Buy
+278,142
New +$5.86M 0.49% 79