Greenleaf Trust’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 | – | Sell |
-13,645
| Closed | -$276K | – | 811 |
|
|
2025
Q1 | $276K | Buy |
13,645
+351
| +3% | +$7.1K | ﹤0.01% | 672 |
|
|
2024
Q4 | $269K | Sell |
13,294
-5,668
| -30% | -$115K | ﹤0.01% | 689 |
|
|
2024
Q3 | $434K | Buy |
18,962
+115
| +0.6% | +$2.63K | ﹤0.01% | 549 |
|
|
2024
Q2 | $369K | Buy |
+18,847
| New | +$369K | ﹤0.01% | 553 |
|
|
2022
Q2 | – | Sell |
-8,625
| Closed | -$296K | – | 734 |
|
|
2022
Q1 | $296K | Sell |
8,625
-1,079
| -11% | -$37K | ﹤0.01% | 598 |
|
|
2021
Q4 | $350K | Sell |
9,704
-172
| -2% | -$6.2K | ﹤0.01% | 548 |
|
|
2021
Q3 | $331K | Buy |
9,876
+867
| +10% | +$29.1K | ﹤0.01% | 539 |
|
|
2021
Q2 | $300K | Buy |
9,009
+616
| +7% | +$20.5K | ﹤0.01% | 575 |
|
|
2021
Q1 | $266K | Buy |
8,393
+1,490
| +22% | +$47.2K | ﹤0.01% | 590 |
|
|
2020
Q4 | $209K | Buy |
+6,903
| New | +$209K | ﹤0.01% | 587 |
|
|
2020
Q1 | – | Sell |
-6,459
| Closed | -$223K | – | 513 |
|
|
2019
Q4 | $223K | Buy |
6,459
+506
| +8% | +$17.5K | ﹤0.01% | 487 |
|
|
2019
Q3 | $212K | Buy |
+5,953
| New | +$212K | ﹤0.01% | 508 |
|