Pathstone Holdings’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.65M Sell
94,376
-1,399
-1% -$24.5K 0.01% 1112
2025
Q1
$1.94M Buy
95,775
+3,655
+4% +$73.9K 0.01% 1005
2024
Q4
$1.87M Buy
92,120
+6,068
+7% +$123K 0.01% 1008
2024
Q3
$1.97M Buy
86,052
+2,226
+3% +$50.9K 0.01% 972
2024
Q2
$1.64M Sell
83,826
-16,234
-16% -$318K 0.01% 1022
2024
Q1
$1.87M Buy
100,060
+62,895
+169% +$1.18M 0.01% 940
2023
Q4
$738K Buy
+37,165
New +$738K ﹤0.01% 1259