Shufro Rose & Co’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 | $727K | Sell |
35,968
-1,011
| -3% | -$20.4K | 0.06% | 134 |
|
|
2025
Q1 | $748K | Buy |
36,979
+3,989
| +12% | +$80.7K | 0.06% | 137 |
|
|
2024
Q4 | $669K | Sell |
32,990
-7,243
| -18% | -$147K | 0.05% | 142 |
|
|
2024
Q3 | $789K | Hold |
40,233
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $789K | Hold |
40,233
| – | – | 0.06% | 129 |
|
|
2024
Q1 | $754K | Buy |
+40,233
| New | +$754K | 0.06% | 127 |
|