IFP Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,754
| Closed | -$55.7K | – | 2285 |
|
|
2025
Q1 | $55.7K | Buy |
2,754
+508
| +23% | +$10.3K | ﹤0.01% | 1849 |
|
|
2024
Q4 | $45.5K | Buy |
2,246
+113
| +5% | +$2.29K | ﹤0.01% | 1872 |
|
|
2024
Q3 | $48.8K | Sell |
2,133
-11
| -0.5% | -$252 | ﹤0.01% | 1747 |
|
|
2024
Q2 | $42K | Buy |
2,144
+1,512
| +239% | +$29.6K | ﹤0.01% | 1751 |
|
|
2024
Q1 | $11.9K | Buy |
632
+326
| +107% | +$6.11K | ﹤0.01% | 2174 |
|
|
2023
Q4 | $6.06K | Sell |
306
-252
| -45% | -$4.99K | ﹤0.01% | 2363 |
|
|
2023
Q3 | $10.2K | Hold |
558
| – | – | ﹤0.01% | 2246 |
|
|
2023
Q2 | $11.2K | Buy |
558
+55
| +11% | +$1.11K | ﹤0.01% | 2256 |
|
|
2023
Q1 | $18K | Sell |
503
-1,276
| -72% | -$45.7K | ﹤0.01% | 2060 |
|
|
2022
Q4 | $67K | Sell |
1,779
-684
| -28% | -$25.8K | ﹤0.01% | 2020 |
|
|
2022
Q3 | $93K | Buy |
2,463
+401
| +19% | +$15.1K | ﹤0.01% | 1898 |
|
|
2022
Q2 | $78K | Hold |
2,062
| – | – | ﹤0.01% | 1859 |
|
|
2022
Q1 | $78K | Buy |
2,062
+496
| +32% | +$18.8K | ﹤0.01% | 1859 |
|
|
2021
Q4 | $57K | Sell |
1,566
-166
| -10% | -$6.04K | ﹤0.01% | 1480 |
|
|
2021
Q3 | $58K | Hold |
1,732
| – | – | ﹤0.01% | 1475 |
|
|
2021
Q2 | $58K | Buy |
1,732
+147
| +9% | +$4.92K | ﹤0.01% | 1457 |
|
|
2021
Q1 | $52K | Sell |
1,585
-80
| -5% | -$2.63K | ﹤0.01% | 1449 |
|
|
2020
Q4 | $49K | Sell |
1,665
-1,115
| -40% | -$32.8K | ﹤0.01% | 1452 |
|
|
2020
Q3 | $75K | Sell |
2,780
-20,685
| -88% | -$558K | ﹤0.01% | 1124 |
|
|
2020
Q2 | $637K | Sell |
23,465
-4,449
| -16% | -$121K | 0.05% | 362 |
|
|
2020
Q1 | $678K | Buy |
27,914
+1,374
| +5% | +$33.4K | 0.07% | 284 |
|
|
2019
Q4 | $898K | Buy |
26,540
+22,837
| +617% | +$773K | 0.07% | 308 |
|
|
2019
Q3 | $131K | Buy |
+3,703
| New | +$131K | 0.01% | 928 |
|
|
2019
Q1 | $125K | Sell |
4,054
-3,970
| -49% | -$122K | 0.02% | 611 |
|
|
2018
Q4 | $224K | Sell |
8,024
-6,544
| -45% | -$183K | 0.01% | 815 |
|
|
2018
Q3 | $383K | Buy |
14,568
+83
| +0.6% | +$2.18K | 0.02% | 789 |
|
|
2018
Q2 | $374K | Sell |
14,485
-37,925
| -72% | -$979K | 0.02% | 780 |
|
|
2018
Q1 | $1.37M | Hold |
52,410
| – | – | 0.06% | 313 |
|
|
2017
Q4 | $1.37M | Sell |
52,410
-13,746
| -21% | -$359K | 0.06% | 313 |
|
|
2017
Q3 | $1.84M | Sell |
66,156
-731
| -1% | -$20.3K | 0.07% | 279 |
|
|
2017
Q2 | $2.14M | Buy |
66,887
+3,897
| +6% | +$125K | 0.09% | 253 |
|
|
2017
Q1 | $1.97M | Buy |
62,990
+5,479
| +10% | +$171K | 0.09% | 259 |
|
|
2016
Q4 | $1.71M | Sell |
57,511
-6,455
| -10% | -$192K | 0.08% | 264 |
|
|
2016
Q3 | $2.21M | Sell |
63,966
-681
| -1% | -$23.5K | 0.12% | 196 |
|
|
2016
Q2 | $2.08M | Buy |
64,647
+60,196
| +1,352% | +$1.94M | 0.12% | 199 |
|
|
2016
Q1 | $125K | Sell |
4,451
-17,372
| -80% | -$488K | 0.02% | 611 |
|
|
2015
Q4 | $760K | Buy |
+21,823
| New | +$760K | 0.05% | 372 |
|