NW
Naviter Wealth’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
44,727
+5,126
| +13% | +$89.8K | 0.1% | 174 |
|
|
2025
Q1 | $800K | Buy |
39,601
+1,540
| +4% | +$31.1K | 0.1% | 183 |
|
|
2024
Q4 | $771K | Buy |
+38,061
| New | +$771K | 0.09% | 185 |
|
|
2024
Q1 | – | Sell |
-33,295
| Closed | -$659K | – | 237 |
|
|
2023
Q4 | $659K | Sell |
33,295
-1,142
| -3% | -$22.6K | 0.13% | 164 |
|
|
2023
Q3 | $632K | Buy |
34,437
+3,219
| +10% | +$59.1K | 0.15% | 157 |
|
|
2023
Q2 | $627K | Buy |
31,218
+4,954
| +19% | +$99.6K | 0.16% | 157 |
|
|
2023
Q1 | $577K | Buy |
26,264
+7,247
| +38% | +$159K | 0.2% | 140 |
|
|
2022
Q4 | $517K | Buy |
19,017
+4,979
| +35% | +$135K | 0.14% | 148 |
|
|
2022
Q3 | $322K | Buy |
+14,038
| New | +$322K | 0.13% | 155 |
|