Freedom Investment Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,389
| Closed | -$352K | – | 748 |
|
|
2025
Q1 | $352K | Sell |
17,389
-2,235
| -11% | -$45.2K | 0.03% | 528 |
|
|
2024
Q4 | $398K | Buy |
19,624
+1,759
| +10% | +$38.1K | 0.03% | 494 |
|
|
2024
Q3 | $409K | Buy |
17,865
+5,179
| +41% | +$112K | 0.03% | 495 |
|
|
2024
Q2 | $249K | Sell |
12,686
-310
| -2% | -$5.92K | 0.02% | 666 |
|
|
2024
Q1 | $244K | Buy |
12,996
+2,379
| +22% | +$43.2K | 0.02% | 677 |
|
|
2023
Q4 | $210K | Buy |
+10,617
| New | +$187K | 0.02% | 696 |
|
|
2022
Q2 | – | Sell |
-7,116
| Closed | -$244K | – | 757 |
|
|
2022
Q1 | $244K | Sell |
7,116
-3,048
| -30% | -$103K | 0.02% | 676 |
|
|
2021
Q4 | $367K | Buy |
10,164
+181
| +2% | +$6.24K | 0.03% | 612 |
|
|
2021
Q3 | $334K | Buy |
9,983
+151
| +2% | +$5.34K | 0.03% | 606 |
|
|
2021
Q2 | $327K | Buy |
9,832
+927
| +10% | +$31.1K | 0.02% | 661 |
|
|
2021
Q1 | $283K | Buy |
+8,905
| New | +$270K | 0.02% | 684 |
|
|
2019
Q4 | – | Sell |
-17,747
| Closed | -$632K | – | 677 |
|
|
2019
Q3 | $632K | Sell |
17,747
-2,834
| -14% | -$95.7K | 0.05% | 302 |
|
|
2019
Q2 | $658K | Sell |
20,581
-2,250
| -10% | -$69.9K | 0.06% | 294 |
|
|
2019
Q1 | $715K | Buy |
22,831
+2,988
| +15% | +$91K | 0.06% | 301 |
|
|
2018
Q4 | $554K | Sell |
19,843
-2,469
| -11% | -$68.3K | 0.04% | 397 |
|
|
2018
Q3 | $592K | Buy |
22,312
+689
| +3% | +$18.1K | 0.04% | 469 |
|
|
2018
Q2 | $558K | Buy |
21,623
+5,017
| +30% | +$118K | 0.03% | 504 |
|
|
2018
Q1 | $386K | Buy |
16,606
+1,105
| +7% | +$25.7K | 0.02% | 769 |
|
|
2017
Q4 | $404K | Buy |
15,501
+1,413
| +10% | +$37.5K | 0.02% | 732 |
|
|
2017
Q3 | $392K | Buy |
14,088
+40
| +0.3% | +$1.2K | 0.02% | 706 |
|
|
2017
Q2 | $449K | Buy |
14,048
+1,009
| +8% | +$32K | 0.03% | 612 |
|
|
2017
Q1 | $408K | Sell |
13,039
-785
| -6% | -$24.1K | 0.02% | 624 |
|
|
2016
Q4 | $411K | Sell |
13,824
-3,713
| -21% | -$113K | 0.03% | 558 |
|
|
2016
Q3 | $606K | Sell |
17,537
-1,843
| -10% | -$64.5K | 0.04% | 396 |
|
|
2016
Q2 | $624K | Buy |
19,380
+1,282
| +7% | +$39.8K | 0.04% | 350 |
|
|
2016
Q1 | $537K | Sell |
18,098
-2,023
| -10% | -$60.7K | 0.04% | 378 |
|
|
2015
Q4 | $701K | Sell |
20,121
-188
| -0.9% | -$6.29K | 0.05% | 290 |
|
|
2015
Q3 | $22K | Buy |
20,309
+5,112
| +34% | +$177K | ﹤0.01% | 680 |
|
|
2015
Q2 | $505K | Buy |
15,197
+3,404
| +29% | +$124K | 0.05% | 342 |
|
|
2015
Q1 | $464K | Buy |
+11,793
| New | +$473K | 0.05% | 330 |
|
Other funds holding DOC
CIM
