Spirit of America Management Corp’s Healthpeak Properties DOC Stock Holding History

Spirit of America Management Corp’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Hold	18,217	–	–	0.07%	221
2025 Q1	$368K	Hold	18,217	–	–	0.07%	201
2024 Q4	$369K	Sell	18,217 -2,000	-10%	-$40.5K	0.07%	196
2024 Q3	$462K	Hold	20,217	–	–	0.09%	179
2024 Q2	$396K	Hold	20,217	–	–	0.08%	188
2024 Q1	$379K	Buy	20,217 +7,649	+61%	+$143K	0.08%	186
2023 Q4	$249K	Sell	12,568 -2,000	-14%	-$39.6K	0.05%	201
2023 Q3	$267K	Sell	14,568 -16,000	-52%	-$294K	0.06%	182
2023 Q2	$614K	Sell	30,568 -13,000	-30%	-$261K	0.14%	121
2023 Q1	$957K	Buy	43,568 +4,000	+10%	+$87.9K	0.21%	100
2022 Q4	$992K	Hold	39,568	–	–	0.22%	100
2022 Q3	$907K	Hold	39,568	–	–	0.22%	101
2022 Q2	$1.03M	Hold	39,568	–	–	0.23%	101
2022 Q1	$1.36M	Hold	39,568	–	–	0.27%	91
2021 Q4	$1.43M	Hold	39,568	–	–	0.29%	93
2021 Q3	$1.33M	Buy	39,568 +5,900	+18%	+$198K	0.29%	94
2021 Q2	$1.12M	Buy	33,668 +8,150	+32%	+$271K	0.24%	105
2021 Q1	$810K	Hold	25,518	–	–	0.19%	115
2020 Q4	$771K	Hold	25,518	–	–	0.19%	119
2020 Q3	$693K	Buy	25,518 +500	+2%	+$13.6K	0.19%	117
2020 Q2	$690K	Hold	25,018	–	–	0.18%	118
2020 Q1	$597K	Buy	+25,018	New	+$597K	0.19%	115
2019 Q4	–	Sell	-14,018	Closed	-$499K	–	237
2019 Q3	$499K	Hold	14,018	–	–	0.08%	162
2019 Q2	$448K	Hold	14,018	–	–	0.07%	174
2019 Q1	$439K	Hold	14,018	–	–	0.06%	173
2018 Q4	$392K	Hold	14,018	–	–	0.06%	178
2018 Q3	$369K	Hold	14,018	–	–	0.05%	199
2018 Q2	$362K	Sell	14,018 -5,000	-26%	-$129K	0.04%	209
2018 Q1	$442K	Sell	19,018 -6,600	-26%	-$153K	0.06%	192
2017 Q4	$668K	Hold	25,618	–	–	0.07%	168
2017 Q3	$713K	Hold	25,618	–	–	0.08%	167
2017 Q2	$819K	Hold	25,618	–	–	0.09%	150
2017 Q1	$801K	Hold	25,618	–	–	0.08%	145
2016 Q4	$761K	Sell	25,618 -2,511	-9%	-$74.6K	0.09%	151
2016 Q3	$972K	Hold	28,129	–	–	0.13%	133
2016 Q2	$906K	Sell	28,129 -9,662	-26%	-$311K	0.13%	125
2016 Q1	$1.12M	Sell	37,791 -41,904	-53%	-$1.24M	0.2%	100
2015 Q4	$2.78M	Buy	79,695 +4,612	+6%	+$161K	0.53%	53
2015 Q3	$2.55M	Hold	75,083	–	–	0.53%	54
2015 Q2	$2.49M	Buy	75,083 +9,003	+14%	+$299K	0.48%	54
2015 Q1	$2.6M	Buy	66,080 +4,831	+8%	+$190K	0.55%	54
2014 Q4	$2.46M	Buy	61,249 +6,349	+12%	+$255K	0.62%	43
2014 Q3	$1.99M	Hold	54,900	–	–	0.6%	41
2014 Q2	$2.07M	Sell	54,900 -32,940	-38%	-$1.24M	0.83%	29
2014 Q1	$3.1M	Hold	87,840	–	–	1.28%	12
2013 Q4	$2.91M	Sell	87,840 -21,960	-20%	-$727K	2.3%	14
2013 Q3	$4.1M	Sell	109,800 -54,900	-33%	-$2.05M	1.51%	7
2013 Q2	$6.82M	Buy	+164,700	New	+$6.82M	2.46%	2