MWM
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MFG Wealth Management’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.23M Buy
127,546
+2,427
+2% +$42.5K 1.88% 29
2025
Q1
$2.53M Buy
125,119
+1,496
+1% +$30.2K 2.42% 10
2024
Q4
$2.51M Buy
+123,623
New +$2.51M 2.3% 17