Kayne Anderson Rudnick Investment Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-65
| Closed | -$1.14K | – | 1063 |
|
|
2025
Q2 | $1.14K | Buy |
+65
| New | +$1.15K | ﹤0.01% | 915 |
|
|
2025
Q1 | – | Sell |
-64
| Closed | -$1.31K | – | 978 |
|
|
2024
Q4 | $1.31K | Buy |
+64
| New | +$1.39K | ﹤0.01% | 861 |
|
|
2024
Q1 | – | Sell |
-3,569
| Closed | -$70.7K | – | 966 |
|
|
2023
Q4 | $70.7K | Hold |
3,569
| – | – | ﹤0.01% | 500 |
|
|
2023
Q3 | $65.5K | Hold |
3,569
| – | – | ﹤0.01% | 494 |
|
|
2023
Q2 | $71.7K | Sell |
3,569
-5,274
| -60% | -$109K | ﹤0.01% | 483 |
|
|
2023
Q1 | $194K | Hold |
8,843
| – | – | ﹤0.01% | 418 |
|
|
2022
Q4 | $222K | Hold |
8,843
| – | – | ﹤0.01% | 430 |
|
|
2022
Q3 | $203K | Buy |
+8,843
| New | +$234K | ﹤0.01% | 413 |
|
|
2022
Q2 | – | Sell |
-1,158
| Closed | -$40K | – | 621 |
|
|
2022
Q1 | $40K | Sell |
1,158
-28,874
| -96% | -$972K | ﹤0.01% | 468 |
|
|
2021
Q4 | $1.08M | Buy |
30,032
+4,753
| +19% | +$164K | ﹤0.01% | 339 |
|
|
2021
Q3 | $846K | Buy |
25,279
+1,349
| +6% | +$47.8K | ﹤0.01% | 343 |
|
|
2021
Q2 | $797K | Buy |
23,930
+3,489
| +17% | +$117K | ﹤0.01% | 346 |
|
|
2021
Q1 | $649K | Buy |
20,441
+2,515
| +14% | +$76.4K | ﹤0.01% | 348 |
|
|
2020
Q4 | $542K | Sell |
17,926
-16,021
| -47% | -$466K | ﹤0.01% | 349 |
|
|
2020
Q3 | $922K | Sell |
33,947
-38,573
| -53% | -$1.06M | ﹤0.01% | 311 |
|
|
2020
Q2 | $2M | Sell |
72,520
-3,291
| -4% | -$84K | 0.01% | 283 |
|
|
2020
Q1 | $1.81M | Buy |
75,811
+1,192
| +2% | +$38.8K | 0.01% | 266 |
|
|
2019
Q4 | $2.57M | Buy |
74,619
+1,947
| +3% | +$68.1K | 0.01% | 257 |
|
|
2019
Q3 | $2.59M | Buy |
72,672
+22,513
| +45% | +$760K | 0.01% | 250 |
|
|
2019
Q2 | $1.6M | Sell |
50,159
-1,179
| -2% | -$36.7K | 0.01% | 275 |
|
|
2019
Q1 | $1.61M | Buy |
+51,338
| New | +$1.56M | 0.01% | 263 |
|
|
2018
Q1 | – | Sell |
-54,550
| Closed | -$1.42M | – | 346 |
|
|
2017
Q4 | $1.42M | Sell |
54,550
-10,106
| -16% | -$268K | 0.01% | 278 |
|
|
2017
Q3 | $1.8M | Buy |
+64,656
| New | +$1.94M | 0.02% | 269 |
|
Other funds holding DOC
CIM
