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 |
|