FRA
Frank Rimerman Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24,428
| Closed | -$494K | – | 574 |
|
|
2025
Q1 | $494K | Sell |
24,428
-5,017
| -17% | -$101K | 0.04% | 310 |
|
|
2024
Q4 | $597K | Buy |
29,445
+1,950
| +7% | +$39.5K | 0.04% | 267 |
|
|
2024
Q3 | $629K | Buy |
27,495
+4,539
| +20% | +$104K | 0.04% | 290 |
|
|
2024
Q2 | $450K | Buy |
+22,956
| New | +$450K | 0.03% | 360 |
|