MAI Capital Management’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 | $313K | Buy |
17,867
+2,056
| +13% | +$36K | ﹤0.01% | 957 |
|
|
2025
Q1 | $320K | Sell |
15,811
-3,701
| -19% | -$74.8K | ﹤0.01% | 920 |
|
|
2024
Q4 | $396K | Sell |
19,512
-2,227
| -10% | -$45.1K | ﹤0.01% | 880 |
|
|
2024
Q3 | $497K | Sell |
21,739
-1,867
| -8% | -$42.7K | ﹤0.01% | 723 |
|
|
2024
Q2 | $463K | Sell |
23,606
-1,170
| -5% | -$22.9K | ﹤0.01% | 815 |
|
|
2024
Q1 | $465K | Buy |
24,776
+187
| +0.8% | +$3.51K | ﹤0.01% | 799 |
|
|
2023
Q4 | $487K | Sell |
24,589
-3,907
| -14% | -$77.4K | 0.01% | 692 |
|
|
2023
Q3 | $523K | Buy |
28,496
+559
| +2% | +$10.3K | 0.01% | 616 |
|
|
2023
Q2 | $562K | Sell |
27,937
-1,130
| -4% | -$22.7K | 0.01% | 579 |
|
|
2023
Q1 | $639K | Buy |
29,067
+166
| +0.6% | +$3.65K | 0.01% | 544 |
|
|
2022
Q4 | $725K | Buy |
28,901
+2,404
| +9% | +$60.3K | 0.01% | 488 |
|
|
2022
Q3 | $607K | Buy |
+26,497
| New | +$607K | 0.01% | 482 |
|