Meridian Investment Counsel’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
122,407
+298
+0.2% +$5.22K 0.58% 53
2025
Q1
$2.47M Buy
122,109
+9,198
+8% +$186K 0.73% 39
2024
Q4
$2.29M Sell
112,911
-2,097
-2% -$42.5K 0.68% 39
2024
Q3
$2.63M Sell
115,008
-5,693
-5% -$130K 0.8% 33
2024
Q2
$2.37M Buy
120,701
+13,517
+13% +$265K 0.75% 35
2024
Q1
$2.01M Buy
+107,184
New +$2.01M 0.67% 44