Isthmus Partners’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 | $323K | Sell |
18,461
-507,425
| -96% | -$8.89M | 0.04% | 178 |
|
|
2025
Q1 | $10.6M | Buy |
525,886
+36,357
| +7% | +$735K | 1.33% | 41 |
|
|
2024
Q4 | $9.92M | Sell |
489,529
-16,490
| -3% | -$334K | 1.21% | 40 |
|
|
2024
Q3 | $11.6M | Buy |
506,019
+4,573
| +0.9% | +$105K | 1.37% | 39 |
|
|
2024
Q2 | $9.83M | Buy |
501,446
+2,347
| +0.5% | +$46K | 1.16% | 42 |
|
|
2024
Q1 | $9.36M | Buy |
+499,099
| New | +$9.36M | 1.06% | 42 |
|