Pinnacle Financial Partners (Tennessee)’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$192K	Sell	10,044 -34	-0.3%	-$610	﹤0.01%	458
2025 Q2	$176K	Sell	10,078 -2,117	-17%	-$37.6K	﹤0.01%	463
2025 Q1	$247K	Buy	12,195 +6	+0%	+$121	0.01%	412
2024 Q4	$247K	Buy	+12,189	New	+$264K	0.01%	404
2023 Q3	–	Sell	-99	Closed	-$1.99K	–	527
2023 Q2	$1.99K	Hold	99	–	–	﹤0.01%	538
2023 Q1	$2.17K	Hold	99	–	–	﹤0.01%	530
2022 Q4	$2.48K	Buy	+99	New	+$2.41K	﹤0.01%	514
2017 Q3	–	Sell	-295	Closed	-$9K	–	318
2017 Q2	$9K	Buy	+295	New	+$9.35K	﹤0.01%	433
2013 Q4	–	Sell	-233	Closed	-$9K	–	178
2013 Q3	$9K	Hold	233	–	–	﹤0.01%	170
2013 Q2	$10K	Buy	+233	New	+$10.6K	0.01%	153