Kovitz Investment Group 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 | $2.14M | Buy |
122,460
+3,974
| +3% | +$69.6K | 0.01% | 616 |
|
|
2025
Q1 | $2.4M | Sell |
118,486
-2,600
| -2% | -$52.6K | 0.01% | 544 |
|
|
2024
Q4 | $2.45M | Buy |
121,086
+37,524
| +45% | +$761K | 0.01% | 533 |
|
|
2024
Q3 | $1.91M | Sell |
83,562
-441
| -0.5% | -$10.1K | 0.01% | 492 |
|
|
2024
Q2 | $1.65M | Buy |
84,003
+8,766
| +12% | +$172K | 0.01% | 454 |
|
|
2024
Q1 | $1.41M | Buy |
+75,237
| New | +$1.41M | 0.02% | 350 |
|