PA
Probity Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
22,737
+4,301
| +23% | +$75.3K | 0.07% | 170 |
|
|
2025
Q1 | $373K | Buy |
18,436
+5,179
| +39% | +$105K | 0.07% | 172 |
|
|
2024
Q4 | $269K | Buy |
13,257
+334
| +3% | +$6.77K | 0.05% | 199 |
|
|
2024
Q3 | $296K | Sell |
12,923
-474
| -4% | -$10.8K | 0.06% | 197 |
|
|
2024
Q2 | $263K | Buy |
13,397
+1,242
| +10% | +$24.3K | 0.05% | 191 |
|
|
2024
Q1 | $228K | Sell |
12,155
-35
| -0.3% | -$656 | 0.05% | 199 |
|
|
2023
Q4 | $241K | Buy |
+12,190
| New | +$241K | 0.05% | 193 |
|
|
2022
Q4 | $235K | Buy |
+9,384
| New | +$235K | 0.05% | 168 |
|