Oppenheimer & Co’s Healthpeak Properties DOC Stock Holding History

Oppenheimer & Co’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.63M	Buy	160,076 +13,549	+9%	+$232K	0.03%	503
2025 Q4	$2.36M	Buy	146,527 +10,236	+8%	+$180K	0.03%	499
2025 Q3	$2.61M	Buy	136,291 +114,255	+518%	+$2.05M	0.03%	524
2025 Q2	$386K	Buy	+22,036	New	+$391K	0.01%	1241
2024 Q4	–	Sell	-41,852	Closed	-$957K	–	1577
2024 Q3	$957K	Buy	+41,852	New	+$902K	0.01%	792
2022 Q4	–	Sell	-10,300	Closed	-$236K	–	1371
2022 Q3	$236K	Sell	10,300 -5,981	-37%	-$158K	0.01%	1151
2022 Q2	$422K	Sell	16,281 -2,991	-16%	-$90.6K	0.01%	979
2022 Q1	$661K	Buy	19,272 +187	+1%	+$6.3K	0.01%	903
2021 Q4	$689K	Sell	19,085 -2,150	-10%	-$74.2K	0.01%	915
2021 Q3	$711K	Sell	21,235 -2,133	-9%	-$75.5K	0.01%	872
2021 Q2	$778K	Sell	23,368 -314	-1%	-$10.5K	0.01%	846
2021 Q1	$752K	Sell	23,682 -784	-3%	-$23.8K	0.02%	804
2020 Q4	$739K	Sell	24,466 -2,890	-11%	-$84.1K	0.02%	747
2020 Q3	$743K	Sell	27,356 -2,413	-8%	-$66.1K	0.02%	687
2020 Q2	$821K	Sell	29,769 -14,507	-33%	-$370K	0.02%	652
2020 Q1	$1.06M	Sell	44,276 -2,296	-5%	-$74.8K	0.03%	499
2019 Q4	$1.6M	Sell	46,572 -458	-1%	-$16K	0.04%	472
2019 Q3	$1.68M	Sell	47,030 -195	-0.4%	-$6.58K	0.05%	444
2019 Q2	$1.51M	Buy	47,225 +30	+0.1%	+$933	0.04%	467
2019 Q1	$1.48M	Sell	47,195 -1,507	-3%	-$45.9K	0.04%	474
2018 Q4	$1.36M	Buy	48,702 +1,707	+4%	+$47.3K	0.04%	437
2018 Q3	$1.24M	Sell	46,995 -5,249	-10%	-$138K	0.03%	528
2018 Q2	$1.35M	Sell	52,244 -50	-0.1%	-$1.18K	0.04%	496
2018 Q1	$1.22M	Buy	52,294 +1,265	+2%	+$29.4K	0.03%	540
2017 Q4	$1.33M	Sell	51,029 -1,623	-3%	-$43K	0.03%	518
2017 Q3	$1.47M	Sell	52,652 -2,502	-5%	-$75.2K	0.04%	477
2017 Q2	$1.76M	Buy	55,154 +504	+0.9%	+$16K	0.05%	429
2017 Q1	$1.71M	Sell	54,650 -4,810	-8%	-$148K	0.05%	427
2016 Q4	$1.77M	Sell	59,460 -12,835	-18%	-$391K	0.05%	408
2016 Q3	$2.5M	Sell	72,295 -2,008	-3%	-$70.2K	0.07%	317
2016 Q2	$2.4M	Sell	74,303 -1,820	-2%	-$56.5K	0.07%	322
2016 Q1	$2.26M	Buy	76,123 +776	+1%	+$23.3K	0.07%	323
2015 Q4	$2.62M	Sell	75,347 -2,814	-4%	-$94.1K	0.08%	288
2015 Q3	$2.65M	Buy	78,161 +833	+1%	+$28.8K	0.08%	293
2015 Q2	$2.57M	Buy	77,328 +14,565	+23%	+$530K	0.07%	321
2015 Q1	$2.47M	Sell	62,763 -3,892	-6%	-$156K	0.07%	337
2014 Q4	$2.67M	Sell	66,655 -5,271	-7%	-$209K	0.08%	308
2014 Q3	$2.6M	Sell	71,926 -636	-0.9%	-$24.1K	0.08%	303
2014 Q2	$2.73M	Buy	72,562 +675	+0.9%	+$25.4K	0.08%	287
2014 Q1	$2.54M	Buy	71,887 +51,101	+246%	+$1.76M	0.08%	319
2013 Q4	$687K	Sell	20,786 -2,835	-12%	-$101K	0.02%	705
2013 Q3	$881K	Sell	23,621 -20,839	-47%	-$812K	0.03%	581
2013 Q2	$1.84M	Buy	+44,460	New	+$2.03M	0.07%	325