MPWT
MassMutual Private Wealth & Trust’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.4K | Buy |
5,106
+29
| +0.6% | +$508 | ﹤0.01% | 616 |
|
|
2025
Q1 | $103K | Sell |
5,077
-620
| -11% | -$12.5K | ﹤0.01% | 549 |
|
|
2024
Q4 | $115K | Buy |
5,697
+968
| +20% | +$19.6K | ﹤0.01% | 550 |
|
|
2024
Q3 | $108K | Buy |
4,729
+288
| +6% | +$6.59K | ﹤0.01% | 507 |
|
|
2024
Q2 | $87K | Buy |
4,441
+395
| +10% | +$7.74K | ﹤0.01% | 551 |
|
|
2024
Q1 | $75.9K | Buy |
4,046
+1,736
| +75% | +$32.6K | ﹤0.01% | 526 |
|
|
2023
Q4 | $45.7K | Buy |
2,310
+669
| +41% | +$13.2K | ﹤0.01% | 624 |
|
|
2023
Q3 | $30.1K | Buy |
1,641
+138
| +9% | +$2.53K | ﹤0.01% | 713 |
|
|
2023
Q2 | $30.2K | Sell |
1,503
-62,229
| -98% | -$1.25M | ﹤0.01% | 667 |
|
|
2023
Q1 | $1.4M | Buy |
63,732
+6,397
| +11% | +$141K | 0.05% | 206 |
|
|
2022
Q4 | $1.44M | Buy |
57,335
+6,955
| +14% | +$174K | 0.06% | 206 |
|
|
2022
Q3 | $1.16M | Buy |
50,380
+14,427
| +40% | +$331K | 0.05% | 213 |
|
|
2022
Q2 | $932K | Buy |
35,953
+19,139
| +114% | +$496K | 0.04% | 227 |
|
|
2022
Q1 | $577K | Buy |
16,814
+14,572
| +650% | +$500K | 0.02% | 266 |
|
|
2021
Q4 | $81K | Buy |
2,242
+2,002
| +834% | +$72.3K | ﹤0.01% | 433 |
|
|
2021
Q3 | $8K | Hold |
240
| – | – | ﹤0.01% | 745 |
|
|
2021
Q2 | $8K | Buy |
240
+173
| +258% | +$5.77K | ﹤0.01% | 712 |
|
|
2021
Q1 | $2K | Buy |
67
+7
| +12% | +$209 | ﹤0.01% | 861 |
|
|
2020
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 778 |
|
|
2019
Q1 | – | Sell |
-462
| Closed | -$12.9K | – | 893 |
|
|
2018
Q4 | $12.9K | Buy |
+462
| New | +$12.9K | ﹤0.01% | 535 |
|
|
2018
Q3 | – | Sell |
-97
| Closed | -$2.51K | – | 1001 |
|
|
2018
Q2 | $2.51K | Buy |
+97
| New | +$2.51K | ﹤0.01% | 837 |
|
|
2018
Q1 | – | Sell |
-150
| Closed | -$3.91K | – | 1008 |
|
|
2017
Q4 | $3.91K | Sell |
150
-425
| -74% | -$11.1K | ﹤0.01% | 688 |
|
|
2017
Q3 | $16K | Sell |
575
-4,845
| -89% | -$135K | ﹤0.01% | 682 |
|
|
2017
Q2 | $173K | Sell |
5,420
-35,485
| -87% | -$1.13M | 0.02% | 338 |
|
|
2017
Q1 | $1.28M | Sell |
40,905
-42,665
| -51% | -$1.33M | 0.12% | 162 |
|
|
2016
Q4 | $2.48M | Buy |
+83,570
| New | +$2.48M | 0.3% | 97 |
|
|
2016
Q2 | $3.19M | Buy |
90,148
+16,495
| +22% | +$584K | 0.4% | 74 |
|
|
2016
Q1 | $2.4M | Buy |
73,653
+13,927
| +23% | +$454K | 0.32% | 81 |
|
|
2015
Q4 | $2.28M | Buy |
59,726
+32,631
| +120% | +$1.25M | 0.33% | 81 |
|
|
2015
Q3 | $1.08M | Buy |
27,095
+830
| +3% | +$33K | 0.23% | 117 |
|
|
2015
Q2 | $1.09M | Sell |
26,265
-11,202
| -30% | -$464K | 0.24% | 105 |
|
|
2015
Q1 | $1.62M | Buy |
37,467
+7,243
| +24% | +$313K | 0.27% | 97 |
|
|
2014
Q4 | $1.33M | Buy |
30,224
+3,129
| +12% | +$138K | 0.43% | 70 |
|
|
2014
Q3 | $1.08M | Buy |
27,095
+1,010
| +4% | +$40.1K | 0.21% | 117 |
|
|
2014
Q2 | $1.08M | Buy |
26,085
+17,045
| +189% | +$705K | 0.43% | 60 |
|
|
2014
Q1 | $351K | Buy |
+9,040
| New | +$351K | 0.21% | 103 |
|