Glass Jacobson Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.69K	Hold	468	–	–	﹤0.01%	476
2025 Q4	$7.53K	Hold	468	–	–	﹤0.01%	470
2025 Q3	$8.96K	Hold	468	–	–	﹤0.01%	459
2025 Q2	$8.2K	Sell	468 -524	-53%	-$9.31K	﹤0.01%	443
2025 Q1	$20.1K	Hold	992	–	–	0.01%	505
2024 Q4	$20.1K	Buy	992 +7	+0.7%	+$152	0.01%	505
2024 Q3	$22.5K	Buy	985 +7	+0.7%	+$151	0.01%	476
2024 Q2	$19.2K	Buy	978 +306	+46%	+$5.84K	0.01%	489
2024 Q1	$12.6K	Buy	672 +204	+44%	+$3.71K	﹤0.01%	532
2023 Q4	$9.27K	Hold	468	–	–	﹤0.01%	528
2023 Q3	$8.59K	Hold	468	–	–	﹤0.01%	512
2023 Q2	$9.41K	Buy	+468	New	+$9.72K	﹤0.01%	510
2022 Q4	$11.7K	Buy	+468	New	+$11.4K	0.01%	498