HWM
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HB Wealth Management’s Healthpeak Properties DOC Stock Holding History

HB Wealth Management’s Portfolio DOC Stock Details DOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$422K Sell
24,102
-1,663
-6% -$29.1K ﹤0.01% 790
2025
Q1 		$521K Buy
25,765
+9,351
+57% +$189K ﹤0.01% 735
2024
Q4 		$333K Buy
16,414
+7,546
+85% +$153K ﹤0.01% 759
2024
Q3 		$203K Buy
+8,868
New +$203K ﹤0.01% 879