LPL Financial’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 | $75.2M | Buy |
4,293,341
+260,562
| +6% | +$4.56M | 0.03% | 585 |
|
|
2025
Q1 | $81.5M | Buy |
4,032,779
+404,372
| +11% | +$8.18M | 0.03% | 493 |
|
|
2024
Q4 | $73.5M | Buy |
3,628,407
+525,844
| +17% | +$10.7M | 0.03% | 492 |
|
|
2024
Q3 | $71M | Buy |
3,102,563
+298,320
| +11% | +$6.82M | 0.03% | 480 |
|
|
2024
Q2 | $55M | Buy |
2,804,243
+1,898,720
| +210% | +$37.2M | 0.03% | 522 |
|
|
2024
Q1 | $17M | Buy |
905,523
+814,930
| +900% | +$15.3M | 0.01% | 1015 |
|
|
2023
Q4 | $1.79M | Sell |
90,593
-90,907
| -50% | -$1.8M | ﹤0.01% | 2487 |
|
|
2023
Q3 | $3.33M | Buy |
181,500
+6,153
| +4% | +$113K | ﹤0.01% | 1863 |
|
|
2023
Q2 | $3.52M | Sell |
175,347
-7,639
| -4% | -$154K | ﹤0.01% | 1798 |
|
|
2023
Q1 | $4.02M | Buy |
182,986
+94,088
| +106% | +$2.07M | ﹤0.01% | 1645 |
|
|
2022
Q4 | $2.23M | Sell |
88,898
-498
| -0.6% | -$12.5K | ﹤0.01% | 1990 |
|
|
2022
Q3 | $2.05M | Sell |
89,396
-8,287
| -8% | -$190K | ﹤0.01% | 1960 |
|
|
2022
Q2 | $2.53M | Buy |
97,683
+3,983
| +4% | +$103K | ﹤0.01% | 1842 |
|
|
2022
Q1 | $3.22M | Buy |
93,700
+6,672
| +8% | +$229K | ﹤0.01% | 1705 |
|
|
2021
Q4 | $3.14M | Buy |
87,028
+4,902
| +6% | +$177K | ﹤0.01% | 1742 |
|
|
2021
Q3 | $2.75M | Buy |
82,126
+5,814
| +8% | +$195K | ﹤0.01% | 1812 |
|
|
2021
Q2 | $2.54M | Buy |
76,312
+490
| +0.6% | +$16.3K | ﹤0.01% | 1781 |
|
|
2021
Q1 | $2.41M | Sell |
75,822
-4,962
| -6% | -$158K | ﹤0.01% | 1711 |
|
|
2020
Q4 | $2.44M | Buy |
80,784
+6,125
| +8% | +$185K | ﹤0.01% | 1540 |
|
|
2020
Q3 | $2.03M | Sell |
74,659
-11,954
| -14% | -$325K | ﹤0.01% | 1440 |
|
|
2020
Q2 | $2.39M | Sell |
86,613
-17,540
| -17% | -$483K | ﹤0.01% | 1263 |
|
|
2020
Q1 | $2.48M | Sell |
104,153
-3,796
| -4% | -$90.5K | 0.01% | 1063 |
|
|
2019
Q4 | $3.72M | Buy |
107,949
+19,442
| +22% | +$670K | 0.01% | 981 |
|
|
2019
Q3 | $3.15M | Buy |
88,507
+3,219
| +4% | +$115K | 0.01% | 988 |
|
|
2019
Q2 | $2.73M | Buy |
85,288
+4,530
| +6% | +$145K | 0.01% | 1077 |
|
|
2019
Q1 | $2.53M | Buy |
80,758
+128
| +0.2% | +$4.01K | 0.01% | 1063 |
|
|
2018
Q4 | $2.25M | Sell |
80,630
-237
| -0.3% | -$6.62K | 0.01% | 1011 |
|
|
2018
Q3 | $2.13M | Sell |
80,867
-8,264
| -9% | -$217K | 0.01% | 1140 |
|
|
2018
Q2 | $2.3M | Sell |
89,131
-443
| -0.5% | -$11.4K | 0.01% | 1045 |
|
|
2018
Q1 | $2.08M | Sell |
89,574
-1,278
| -1% | -$29.7K | 0.01% | 1094 |
|
|
2017
Q4 | $2.37M | Buy |
90,852
+3,603
| +4% | +$94K | 0.01% | 961 |
|
|
2017
Q3 | $2.43M | Sell |
87,249
-3,679
| -4% | -$102K | 0.01% | 886 |
|
|
2017
Q2 | $2.91M | Buy |
90,928
+6,962
| +8% | +$223K | 0.01% | 757 |
|
|
2017
Q1 | $2.61M | Sell |
83,966
-18,737
| -18% | -$583K | 0.02% | 701 |
|
|
2016
Q4 | $3.06M | Sell |
102,703
-4,002
| -4% | -$119K | 0.02% | 593 |
|
|
2016
Q3 | $3.58M | Sell |
106,705
-13,107
| -11% | -$440K | 0.03% | 504 |
|
|
2016
Q2 | $3.88M | Sell |
119,812
-142,191
| -54% | -$4.6M | 0.03% | 459 |
|
|
2016
Q1 | $7.89M | Buy |
262,003
+1,923
| +0.7% | +$57.9K | 0.02% | 519 |
|
|
2015
Q4 | $9.25M | Buy |
260,080
+68,119
| +35% | +$2.42M | 0.03% | 473 |
|
|
2015
Q3 | $6.7M | Buy |
191,961
+4,566
| +2% | +$159K | 0.04% | 373 |
|
|
2015
Q2 | $6.33M | Buy |
187,395
+3,995
| +2% | +$135K | 0.03% | 427 |
|
|
2015
Q1 | $7.28M | Sell |
183,400
-25,078
| -12% | -$996K | 0.04% | 385 |
|
|
2014
Q4 | $8.36M | Buy |
208,478
+67,802
| +48% | +$2.72M | 0.05% | 324 |
|
|
2014
Q3 | $5.13M | Buy |
140,676
+19,810
| +16% | +$722K | 0.03% | 448 |
|
|
2014
Q2 | $4.56M | Buy |
120,866
+32,807
| +37% | +$1.24M | 0.03% | 515 |
|
|
2014
Q1 | $3.11M | Buy |
88,059
+1,069
| +1% | +$37.8K | 0.02% | 619 |
|
|
2013
Q4 | $2.88M | Buy |
86,990
+6,303
| +8% | +$208K | 0.02% | 646 |
|
|
2013
Q3 | $3.05M | Buy |
80,687
+14,896
| +23% | +$562K | 0.02% | 593 |
|
|
2013
Q2 | $2.72M | Buy |
+65,791
| New | +$2.72M | 0.02% | 588 |
|