Merit Financial Group’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	$1.08M	Buy	61,864 +16,707	+37%	+$293K	0.01%	747
2025 Q1	$913K	Buy	45,157 +20,194	+81%	+$408K	0.01%	688
2024 Q4	$506K	Buy	+24,963	New	+$506K	0.01%	724
2024 Q3	–	Sell	-10,360	Closed	-$203K	–	859
2024 Q2	$203K	Buy	+10,360	New	+$203K	﹤0.01%	858