PMA
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Prudent Man Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$197K Buy
11,254
+125
+1% +$2.19K 0.06% 172
2025
Q1
$225K Hold
11,129
0.08% 152
2024
Q4
$226K Buy
11,129
+1,879
+20% +$38.1K 0.08% 148
2024
Q3
$212K Buy
+9,250
New +$212K 0.07% 162