Sequoia Financial Advisors’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
138,808
+49,650
| +56% | +$869K | 0.02% | 426 |
|
|
2025
Q1 | $1.8M | Buy |
89,158
+9,019
| +11% | +$182K | 0.01% | 455 |
|
|
2024
Q4 | $1.62M | Buy |
80,139
+5,325
| +7% | +$108K | 0.02% | 460 |
|
|
2024
Q3 | $1.71M | Buy |
74,814
+48,736
| +187% | +$1.11M | 0.02% | 404 |
|
|
2024
Q2 | $511K | Buy |
26,078
+2,509
| +11% | +$49.2K | 0.01% | 676 |
|
|
2024
Q1 | $442K | Buy |
+23,569
| New | +$442K | 0.01% | 722 |
|