Rational Advisors’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39,191
| Closed | -$861K | – | 281 |
|
|
2023
Q1 | $861K | Buy |
+39,191
| New | +$972K | 0.07% | 92 |
|
|
2021
Q3 | – | Sell |
-39,443
| Closed | -$1.31M | – | 197 |
|
|
2021
Q2 | $1.31M | Buy |
39,443
+508
| +1% | +$17.1K | 0.15% | 80 |
|
|
2021
Q1 | $1.24M | Buy |
38,935
+13,513
| +53% | +$410K | 0.23% | 85 |
|
|
2020
Q4 | $769K | Sell |
25,422
-412
| -2% | -$12K | 0.21% | 117 |
|
|
2020
Q3 | $701K | Buy |
25,834
+25,728
| +24,272% | +$705K | 0.3% | 109 |
|
|
2020
Q2 | $3K | Buy |
+106
| New | +$2.71K | ﹤0.01% | 455 |
|
|
2020
Q1 | – | Sell |
-555
| Closed | -$19K | – | 258 |
|
|
2019
Q4 | $19K | Sell |
555
-1,023
| -65% | -$35.8K | 0.01% | 421 |
|
|
2019
Q3 | $56K | Buy |
1,578
+1,066
| +208% | +$36K | 0.02% | 344 |
|
|
2019
Q2 | $16K | Sell |
512
-91,715
| -99% | -$2.85M | 0.01% | 460 |
|
|
2019
Q1 | $2.89M | Buy |
92,227
+90,965
| +7,208% | +$2.77M | 0.78% | 35 |
|
|
2018
Q4 | $35K | Buy |
1,262
+973
| +337% | +$26.9K | 0.01% | 314 |
|
|
2018
Q3 | $8K | Buy |
289
+255
| +750% | +$6.7K | ﹤0.01% | 407 |
|
|
2018
Q2 | $1K | Buy |
+34
| New | +$802 | ﹤0.01% | 459 |
|
|
2015
Q3 | $2.31M | Hold |
68,131
| – | – | 0.97% | 31 |
|
|
2015
Q2 | $2.26M | Hold |
68,131
| – | – | 0.76% | 47 |
|
|
2015
Q1 | $2.68M | Sell |
68,131
-220
| -0.3% | -$8.83K | 0.68% | 50 |
|
|
2014
Q4 | $2.74M | Buy |
+68,351
| New | +$2.71M | 0.56% | 64 |
|
|
2013
Q4 | $2.64M | Sell |
79,825
-2,547
| -3% | -$90.8K | 0.23% | 152 |
|
|
2013
Q3 | $3.07M | Sell |
82,372
-1,208
| -1% | -$47.1K | 0.25% | 131 |
|
|
2013
Q2 | $3.46M | Buy |
+83,580
| New | +$3.81M | 0.3% | 108 |
|
Other funds holding DOC
RC
CIM
