Savant Capital’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 | – | Sell |
-94,433
| Closed | -$1.91M | – | 1871 |
|
|
2025
Q1 | $1.91M | Buy |
94,433
+1,907
| +2% | +$38.6K | 0.01% | 529 |
|
|
2024
Q4 | $1.88M | Sell |
92,526
-98
| -0.1% | -$1.99K | 0.01% | 459 |
|
|
2024
Q3 | $2.12M | Buy |
92,624
+5,322
| +6% | +$122K | 0.02% | 414 |
|
|
2024
Q2 | $1.71M | Buy |
+87,302
| New | +$1.71M | 0.02% | 427 |
|
|
2016
Q1 | – | Sell |
-6,604
| Closed | -$230K | – | 239 |
|
|
2015
Q4 | $230K | Buy |
+6,604
| New | +$230K | 0.07% | 200 |
|