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 |
|