Plante Moran Financial Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Hold |
1,610
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $32.6K | Hold |
1,610
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $32.6K | Hold |
1,610
| – | – | ﹤0.01% | 414 |
|
|
2024
Q3 | $36.8K | Hold |
1,610
| – | – | ﹤0.01% | 428 |
|
|
2024
Q2 | $31.6K | Hold |
1,610
| – | – | ﹤0.01% | 404 |
|
|
2024
Q1 | $30.2K | Hold |
1,610
| – | – | ﹤0.01% | 437 |
|
|
2023
Q4 | $31.9K | Hold |
1,610
| – | – | ﹤0.01% | 382 |
|
|
2023
Q3 | $29.6K | Hold |
1,610
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $32.4K | Hold |
1,610
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $35.4K | Hold |
1,610
| – | – | ﹤0.01% | 345 |
|
|
2022
Q4 | $40.4K | Hold |
1,610
| – | – | 0.01% | 341 |
|
|
2022
Q3 | $37K | Hold |
1,610
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $42K | Hold |
1,610
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $55K | Sell |
1,610
-243
| -13% | -$8.3K | 0.01% | 317 |
|
|
2021
Q4 | $67K | Buy |
1,853
+218
| +13% | +$7.88K | 0.01% | 307 |
|
|
2021
Q3 | $55K | Hold |
1,635
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $54K | Hold |
1,635
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $52K | Sell |
1,635
-1,527
| -48% | -$48.6K | 0.01% | 354 |
|
|
2020
Q4 | $96K | Buy |
3,162
+1,552
| +96% | +$47.1K | 0.03% | 256 |
|
|
2020
Q3 | $44K | Hold |
1,610
| – | – | 0.02% | 342 |
|
|
2020
Q2 | $44K | Hold |
1,610
| – | – | 0.02% | 308 |
|
|
2020
Q1 | $38K | Hold |
1,610
| – | – | 0.02% | 297 |
|
|
2019
Q4 | $55K | Hold |
1,610
| – | – | 0.02% | 309 |
|
|
2019
Q3 | $57K | Hold |
1,610
| – | – | 0.02% | 324 |
|
|
2019
Q2 | $51K | Hold |
1,610
| – | – | 0.02% | 337 |
|
|
2019
Q1 | $50K | Hold |
1,610
| – | – | 0.02% | 327 |
|
|
2018
Q4 | $45K | Hold |
1,610
| – | – | 0.02% | 305 |
|
|
2018
Q3 | $42K | Hold |
1,610
| – | – | 0.01% | 337 |
|
|
2018
Q2 | $42K | Sell |
1,610
-57
| -3% | -$1.49K | 0.02% | 360 |
|
|
2018
Q1 | $39K | Hold |
1,667
| – | – | 0.02% | 395 |
|
|
2017
Q4 | $43K | Sell |
1,667
-720
| -30% | -$18.6K | 0.02% | 374 |
|
|
2017
Q3 | $66K | Buy |
2,387
+32
| +1% | +$885 | 0.04% | 256 |
|
|
2017
Q2 | $75K | Sell |
2,355
-56
| -2% | -$1.78K | 0.05% | 251 |
|
|
2017
Q1 | $75K | Buy |
2,411
+29
| +1% | +$902 | 0.05% | 246 |
|
|
2016
Q4 | $71K | Sell |
2,382
-627
| -21% | -$18.7K | 0.04% | 266 |
|
|
2016
Q3 | $104K | Buy |
3,009
+484
| +19% | +$16.7K | 0.07% | 199 |
|
|
2016
Q2 | $81K | Sell |
2,525
-52
| -2% | -$1.67K | 0.06% | 214 |
|
|
2016
Q1 | $76K | Sell |
2,577
-104
| -4% | -$3.07K | 0.06% | 207 |
|
|
2015
Q4 | $93K | Buy |
2,681
+256
| +11% | +$8.88K | 0.07% | 198 |
|
|
2015
Q3 | $82K | Buy |
2,425
+23
| +1% | +$778 | 0.06% | 207 |
|
|
2015
Q2 | $80K | Buy |
2,402
+3
| +0.1% | +$100 | 0.06% | 220 |
|
|
2015
Q1 | $94K | Sell |
2,399
-19
| -0.8% | -$744 | 0.07% | 195 |
|
|
2014
Q4 | $97K | Buy |
2,418
+34
| +1% | +$1.36K | 0.07% | 187 |
|
|
2014
Q3 | $86K | Buy |
2,384
+1,559
| +189% | +$56.2K | 0.08% | 182 |
|
|
2014
Q2 | $31K | Buy |
825
+11
| +1% | +$413 | 0.03% | 305 |
|
|
2014
Q1 | $29K | Sell |
814
-3,477
| -81% | -$124K | 0.03% | 215 |
|
|
2013
Q4 | $142K | Buy |
4,291
+1,830
| +74% | +$60.6K | 0.08% | 115 |
|
|
2013
Q3 | $92K | Buy |
2,461
+1,540
| +167% | +$57.6K | 0.06% | 120 |
|
|
2013
Q2 | $38K | Buy |
+921
| New | +$38K | 0.03% | 190 |
|