Rothschild Investment LLC’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 | $34.8K | Sell |
1,986
-501
| -20% | -$8.77K | ﹤0.01% | 875 |
|
|
2025
Q1 | $50.3K | Buy |
2,487
+1,053
| +73% | +$21.3K | ﹤0.01% | 766 |
|
|
2024
Q4 | $29.1K | Sell |
1,434
-31
| -2% | -$628 | ﹤0.01% | 913 |
|
|
2024
Q3 | $33.5K | Buy |
1,465
+85
| +6% | +$1.94K | ﹤0.01% | 872 |
|
|
2024
Q2 | $27K | Sell |
1,380
-34,205
| -96% | -$670K | ﹤0.01% | 903 |
|
|
2024
Q1 | $667K | Buy |
35,585
+35,265
| +11,020% | +$661K | 0.05% | 285 |
|
|
2023
Q4 | $6.34K | Buy |
+320
| New | +$6.34K | ﹤0.01% | 1056 |
|
|
2016
Q2 | – | Sell |
-7,686
| Closed | -$228K | – | 491 |
|
|
2016
Q1 | $228K | Hold |
7,686
| – | – | 0.03% | 393 |
|
|
2015
Q4 | $268K | Hold |
7,686
| – | – | 0.03% | 374 |
|
|
2015
Q3 | $261K | Hold |
7,686
| – | – | 0.03% | 382 |
|
|
2015
Q2 | $255K | Hold |
7,686
| – | – | 0.03% | 417 |
|
|
2015
Q1 | $302K | Sell |
7,686
-659
| -8% | -$25.9K | 0.04% | 383 |
|
|
2014
Q4 | $335K | Hold |
8,345
| – | – | 0.04% | 354 |
|
|
2014
Q3 | $302K | Sell |
8,345
-8,553
| -51% | -$310K | 0.04% | 381 |
|
|
2014
Q2 | $637K | Sell |
16,898
-1,537
| -8% | -$57.9K | 0.08% | 231 |
|
|
2014
Q1 | $651K | Hold |
18,435
| – | – | 0.09% | 223 |
|
|
2013
Q4 | $610K | Sell |
18,435
-1,604
| -8% | -$53.1K | 0.08% | 238 |
|
|
2013
Q3 | $747K | Buy |
20,039
+10,157
| +103% | +$379K | 0.11% | 189 |
|
|
2013
Q2 | $409K | Buy |
+9,882
| New | +$409K | 0.07% | 259 |
|