Rehmann Capital Advisory Group’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
$433K Sell
24,720
-265
-1% -$4.64K 0.03% 383
2025
Q1
$505K Sell
24,985
-809
-3% -$16.4K 0.03% 357
2024
Q4
$523K Sell
25,794
-9,283
-26% -$188K 0.03% 339
2024
Q3
$802K Sell
35,077
-787
-2% -$18K 0.05% 247
2024
Q2
$703K Buy
35,864
+1
+0% +$20 0.05% 259
2024
Q1
$672K Buy
+35,863
New +$672K 0.05% 263
2019
Q3
$45.8K Sell
1,286
-7
-0.5% -$249 0.01% 642
2019
Q2
$41.4K Buy
1,293
+108
+9% +$3.45K 0.01% 908
2019
Q1
$37.1K Buy
1,185
+148
+14% +$4.63K 0.01% 918
2018
Q4
$29K Buy
1,037
+42
+4% +$1.17K ﹤0.01% 754
2018
Q3
$26.2K Buy
995
+15
+2% +$395 ﹤0.01% 1025
2018
Q2
$25.3K Buy
980
+3
+0.3% +$77 ﹤0.01% 1021
2018
Q1
$23K Buy
+977
New +$23K ﹤0.01% 1028