Laird Norton Wetherby Wealth 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 | $215K | Buy |
+11,229
| New | +$201K | 0.01% | 867 |
|
|
2024
Q4 | $206K | Sell |
10,141
-1,550
| -13% | -$33.6K | 0.01% | 828 |
|
|
2024
Q3 | $267K | Sell |
11,691
-325
| -3% | -$7K | 0.01% | 769 |
|
|
2024
Q2 | $236K | Buy |
12,016
+853
| +8% | +$16.3K | 0.01% | 790 |
|
|
2024
Q1 | $209K | Buy |
+11,163
| New | +$203K | 0.01% | 870 |
|
|
2022
Q3 | – | Sell |
-12,443
| Closed | -$322K | – | 900 |
|
|
2022
Q2 | $322K | Sell |
12,443
-1,389
| -10% | -$42.1K | 0.02% | 649 |
|
|
2022
Q1 | $475K | Buy |
13,832
+35
| +0.3% | +$1.18K | 0.03% | 540 |
|
|
2021
Q4 | $498K | Sell |
13,797
-561
| -4% | -$19.3K | 0.03% | 524 |
|
|
2021
Q3 | $481K | Sell |
14,358
-125
| -0.9% | -$4.42K | 0.03% | 524 |
|
|
2021
Q2 | $482K | Buy |
14,483
+882
| +6% | +$29.6K | 0.03% | 526 |
|
|
2021
Q1 | $431K | Sell |
13,601
-428
| -3% | -$13K | 0.03% | 484 |
|
|
2020
Q4 | $424K | Buy |
14,029
+466
| +3% | +$13.6K | 0.03% | 512 |
|
|
2020
Q3 | $368K | Sell |
13,563
-366
| -3% | -$10K | 0.03% | 462 |
|
|
2020
Q2 | $384K | Sell |
13,929
-1,394
| -9% | -$35.6K | 0.04% | 424 |
|
|
2020
Q1 | $365K | Buy |
15,323
+5,337
| +53% | +$174K | 0.04% | 398 |
|
|
2019
Q4 | $344K | Buy |
9,986
+223
| +2% | +$7.8K | 0.03% | 497 |
|
|
2019
Q3 | $348K | Buy |
9,763
+845
| +9% | +$28.5K | 0.04% | 502 |
|
|
2019
Q2 | $285K | Buy |
8,918
+331
| +4% | +$10.3K | 0.03% | 556 |
|
|
2019
Q1 | $269K | Buy |
8,587
+692
| +9% | +$21.1K | 0.03% | 545 |
|
|
2018
Q4 | $221K | Buy |
7,895
+278
| +4% | +$7.7K | 0.03% | 554 |
|
|
2018
Q3 | $200K | Buy |
+7,617
| New | +$200K | 0.02% | 624 |
|
|
2015
Q4 | – | Sell |
-7,067
| Closed | -$240K | – | 471 |
|
|
2015
Q3 | $240K | Buy |
+7,067
| New | +$244K | 0.06% | 369 |
|
|
2015
Q2 | – | Sell |
-5,459
| Closed | -$215K | – | 498 |
|
|
2015
Q1 | $215K | Sell |
5,459
-22
| -0.4% | -$883 | 0.05% | 417 |
|
|
2014
Q4 | $220K | Buy |
+5,481
| New | +$217K | 0.06% | 392 |
|
|
2013
Q4 | – | Sell |
-5,920
| Closed | -$221K | – | 438 |
|
|
2013
Q3 | $221K | Sell |
5,920
-516
| -8% | -$20.1K | 0.07% | 353 |
|
|
2013
Q2 | $266K | Buy |
+6,436
| New | +$294K | 0.09% | 266 |
|
Other funds holding DOC
CIM
