IWA

IBEX Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.74M	Buy	270,758 +20,717	+8%	+$363K	0.51%	66
2025 Q1	$5.06M	Buy	+250,041	New	+$5.06M	0.67%	55
2024 Q3	–	Sell	-212	Closed	-$4.16K	–	127
2024 Q2	$4.16K	Buy	+212	New	+$4.16K	﹤0.01%	260