Samalin Investment Counsel’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 | $718K | Buy |
41,016
+5,893
| +17% | +$103K | 0.28% | 105 |
|
|
2025
Q1 | $710K | Buy |
35,123
+53
| +0.2% | +$1.07K | 0.29% | 102 |
|
|
2024
Q4 | $711K | Sell |
35,070
-2,204
| -6% | -$44.7K | 0.31% | 95 |
|
|
2024
Q3 | $852K | Buy |
37,274
+476
| +1% | +$10.9K | 0.37% | 72 |
|
|
2024
Q2 | $721K | Buy |
36,798
+4,285
| +13% | +$84K | 0.34% | 85 |
|
|
2024
Q1 | $610K | Buy |
32,513
+15,496
| +91% | +$291K | 0.29% | 107 |
|
|
2023
Q4 | $337K | Buy |
+17,017
| New | +$337K | 0.17% | 198 |
|