HoyleCohen’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$659K	Sell	33,606 -2,363	-7%	-$46.3K	0.05%	167
2024 Q1	$674K	Sell	35,969 -3,040	-8%	-$57K	0.05%	180
2023 Q4	$772K	Sell	39,009 -13,197	-25%	-$261K	0.06%	162
2023 Q3	$958K	Sell	52,206 -4,540	-8%	-$83.4K	0.09%	139
2023 Q2	$1.14M	Sell	56,746 -6,192	-10%	-$124K	0.1%	134
2023 Q1	$1.38M	Sell	62,938 -10,519	-14%	-$231K	0.13%	123
2022 Q4	$1.84M	Sell	73,457 -3,967	-5%	-$99.5K	0.18%	111
2022 Q3	$1.78M	Sell	77,424 -2,942	-4%	-$67.4K	0.19%	103
2022 Q2	$2.08M	Buy	80,366 +5	+0%	+$130	0.22%	97
2022 Q1	$2.76M	Sell	80,361 -2,145	-3%	-$73.6K	0.24%	93
2021 Q4	$2.98M	Sell	82,506 -4,878	-6%	-$176K	0.25%	92
2021 Q3	$2.93M	Sell	87,384 -86,187	-50%	-$2.89M	0.28%	87
2021 Q2	$5.78K	Sell	173,571 -1,442	-0.8%	-$48	0.45%	56
2021 Q1	$5.56M	Sell	175,013 -4,399	-2%	-$140K	0.56%	48
2020 Q4	$5.42M	Sell	179,412 -367	-0.2%	-$11.1K	0.63%	43
2020 Q3	$4.88M	Sell	179,779 -1,481	-0.8%	-$40.2K	0.72%	36
2020 Q2	$5M	Sell	181,260 -4,649	-3%	-$128K	0.84%	30
2020 Q1	$4.43M	Sell	185,909 -413	-0.2%	-$9.85K	0.88%	31
2019 Q4	$6.42M	Sell	186,322 -689	-0.4%	-$23.8K	1.02%	29
2019 Q3	$6.66M	Buy	187,011 +1,051	+0.6%	+$37.4K	1.14%	29
2019 Q2	$5.95M	Buy	185,960 +51	+0%	+$1.63K	1.03%	30
2019 Q1	$5.82M	Sell	185,909 -2,648	-1%	-$82.9K	1.03%	30
2018 Q4	$5.27M	Sell	188,557 -5,147	-3%	-$144K	1.08%	32
2018 Q3	$5.1M	Sell	193,704 -1,048	-0.5%	-$27.6K	0.96%	32
2018 Q2	$5.03M	Sell	194,752 -8,983	-4%	-$232K	1.01%	32
2018 Q1	$4.73M	Sell	203,735 -11,892	-6%	-$276K	0.96%	34
2017 Q4	$5.62M	Buy	+215,627	New	+$5.62M	1.11%	32