Sheaff Brock Investment Advisors’s Healthpeak Properties DOC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.31M Buy
64,624
+5,140
+9% +$104K 0.12% 147
2024
Q4
$1.21M Sell
59,484
-3,736
-6% -$75.7K 0.1% 149
2024
Q3
$1.45M Sell
63,220
-560
-0.9% -$12.8K 0.13% 135
2024
Q2
$1.25M Sell
63,780
-2,743
-4% -$53.8K 0.12% 144
2024
Q1
$1.25M Buy
66,523
+2,019
+3% +$37.9K 0.08% 153
2023
Q4
$1.28M Buy
64,504
+17,585
+37% +$348K 0.1% 142
2023
Q3
$861K Hold
46,919
0.08% 175
2023
Q2
$943K Buy
46,919
+286
+0.6% +$5.75K 0.08% 175
2023
Q1
$1.02M Buy
46,633
+502
+1% +$11K 0.09% 167
2022
Q4
$1.16M Buy
46,131
+980
+2% +$24.6K 0.11% 143
2022
Q3
$1.04M Buy
45,151
+1,017
+2% +$23.3K 0.11% 146
2022
Q2
$1.14M Buy
44,134
+6,588
+18% +$171K 0.1% 133
2022
Q1
$1.29M Buy
37,546
+2,610
+7% +$89.5K 0.09% 146
2021
Q4
$1.26M Buy
34,936
+509
+1% +$18.4K 0.08% 154
2021
Q3
$1.15M Buy
34,427
+537
+2% +$18K 0.08% 155
2021
Q2
$1.13M Buy
33,890
+2,428
+8% +$80.8K 0.08% 159
2021
Q1
$999K Buy
31,462
+716
+2% +$22.7K 0.08% 153
2020
Q4
$929K Sell
30,746
-447
-1% -$13.5K 0.08% 147
2020
Q3
$847K Sell
31,193
-260
-0.8% -$7.06K 0.08% 149
2020
Q2
$867K Buy
31,453
+2,770
+10% +$76.4K 0.09% 142
2020
Q1
$684K Buy
28,683
+856
+3% +$20.4K 0.09% 138
2019
Q4
$959K Buy
27,827
+4,460
+19% +$154K 0.09% 149
2019
Q3
$833K Buy
23,367
+2,305
+11% +$82.2K 0.09% 156
2019
Q2
$674K Buy
21,062
+853
+4% +$27.3K 0.07% 195
2019
Q1
$633K Buy
20,209
+1,055
+6% +$33K 0.08% 211
2018
Q4
$535K Buy
19,154
+5,569
+41% +$156K 0.08% 219
2018
Q3
$358K Buy
13,585
+876
+7% +$23.1K 0.03% 314
2018
Q2
$328K Buy
12,709
+769
+6% +$19.8K 0.03% 328
2018
Q1
$277K Buy
11,940
+2,445
+26% +$56.7K 0.03% 359
2017
Q4
$248K Sell
9,495
-400
-4% -$10.4K 0.03% 395
2017
Q3
$275K Buy
9,895
+1,338
+16% +$37.2K 0.04% 385
2017
Q2
$273K Buy
+8,557
New +$273K 0.04% 405
2016
Q4
Sell
-7,144
Closed -$247K 619
2016
Q3
$247K Sell
7,144
-663
-8% -$22.9K 0.03% 415
2016
Q2
$252K Sell
7,807
-200
-2% -$6.46K 0.03% 420
2016
Q1
$238K Buy
8,007
+110
+1% +$3.27K 0.03% 442
2015
Q4
$275K Buy
+7,897
New +$275K 0.03% 439