Stifel Financial’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.61M | Buy |
341,314
+31,792
| +10% | +$545K | 0.01% | 1283 |
|
|
2025
Q4 | $4.98M | Sell |
309,522
-29,598
| -9% | -$522K | ﹤0.01% | 1339 |
|
|
2025
Q3 | $6.49M | Buy |
339,120
+1,440
| +0.4% | +$25.8K | 0.01% | 1166 |
|
|
2025
Q2 | $5.91M | Buy |
337,680
+13,220
| +4% | +$235K | 0.01% | 1162 |
|
|
2025
Q1 | $6.56M | Buy |
324,460
+27,892
| +9% | +$564K | 0.01% | 1044 |
|
|
2024
Q4 | $6.01M | Sell |
296,568
-88,405
| -23% | -$1.92M | 0.01% | 1108 |
|
|
2024
Q3 | $8.8M | Sell |
384,973
-61,248
| -14% | -$1.32M | 0.01% | 894 |
|
|
2024
Q2 | $8.75M | Sell |
446,221
-10,542
| -2% | -$201K | 0.01% | 863 |
|
|
2024
Q1 | $8.56M | Buy |
456,763
+247,075
| +118% | +$4.49M | 0.01% | 876 |
|
|
2023
Q4 | $4.15M | Sell |
209,688
-322,775
| -61% | -$5.68M | 0.01% | 1207 |
|
|
2023
Q3 | $9.78M | Buy |
532,463
+29,176
| +6% | +$599K | 0.01% | 729 |
|
|
2023
Q2 | $10.1M | Buy |
503,287
+7,876
| +2% | +$164K | 0.01% | 709 |
|
|
2023
Q1 | $10.9M | Buy |
495,411
+11,264
| +2% | +$279K | 0.02% | 659 |
|
|
2022
Q4 | $12.1M | Buy |
484,147
+17,396
| +4% | +$423K | 0.02% | 600 |
|
|
2022
Q3 | $10.7M | Buy |
466,751
+9,939
| +2% | +$263K | 0.02% | 621 |
|
|
2022
Q2 | $11.8M | Buy |
456,812
+6,728
| +1% | +$204K | 0.02% | 601 |
|
|
2022
Q1 | $15.5M | Buy |
450,084
+10,485
| +2% | +$353K | 0.02% | 571 |
|
|
2021
Q4 | $15.9M | Buy |
439,599
+12,895
| +3% | +$445K | 0.02% | 568 |
|
|
2021
Q3 | $14.3M | Sell |
426,704
-7,020
| -2% | -$248K | 0.02% | 590 |
|
|
2021
Q2 | $14.4M | Sell |
433,724
-3,787
| -0.9% | -$127K | 0.02% | 573 |
|
|
2021
Q1 | $13.9M | Sell |
437,511
-2,463
| -0.6% | -$74.8K | 0.02% | 546 |
|
|
2020
Q4 | $13.3M | Buy |
439,974
+43,520
| +11% | +$1.27M | 0.02% | 511 |
|
|
2020
Q3 | $10.8M | Sell |
396,454
-11,527
| -3% | -$316K | 0.02% | 518 |
|
|
2020
Q2 | $11.2M | Buy |
407,981
+24,632
| +6% | +$629K | 0.03% | 476 |
|
|
2020
Q1 | $9.15M | Buy |
383,349
+42,666
| +13% | +$1.39M | 0.03% | 477 |
|
|
2019
Q4 | $11.7M | Buy |
340,683
+21,158
| +7% | +$740K | 0.02% | 546 |
|
|
2019
Q3 | $11.4M | Sell |
319,525
-51,137
| -14% | -$1.73M | 0.03% | 504 |
|
|
2019
Q2 | $11.9M | Sell |
370,662
-28,795
| -7% | -$895K | 0.03% | 503 |
|
|
2019
Q1 | $12.5M | Sell |
399,457
-44,425
| -10% | -$1.35M | 0.04% | 458 |
|
|
2018
Q4 | $12.4M | Sell |
443,882
-10,353
| -2% | -$287K | 0.04% | 414 |
|
|
2018
Q3 | $12M | Sell |
454,235
-10,587
| -2% | -$278K | 0.03% | 465 |
|
|
2018
Q2 | $12M | Buy |
464,822
+110,618
| +31% | +$2.61M | 0.04% | 479 |
|
|
2018
Q1 | $8.23M | Buy |
354,204
+112,266
| +46% | +$2.61M | 0.03% | 607 |
|
|
2017
Q4 | $6.31M | Sell |
241,938
-5,181
| -2% | -$137K | 0.02% | 683 |
|
|
2017
Q3 | $6.88M | Sell |
247,119
-9,904
| -4% | -$298K | 0.02% | 626 |
|
|
2017
Q2 | $8.21M | Sell |
257,023
-6,099
| -2% | -$193K | 0.03% | 549 |
|
|
2017
Q1 | $8.23M | Sell |
263,122
-60,053
| -19% | -$1.84M | 0.03% | 527 |
|
|
2016
Q4 | $9.61M | Sell |
323,175
-22,747
| -7% | -$693K | 0.04% | 429 |
|
|
2016
Q3 | $12M | Sell |
345,922
-50,991
| -13% | -$1.78M | 0.05% | 329 |
|
|
2016
Q2 | $12.8M | Sell |
396,913
-12,159
| -3% | -$378K | 0.06% | 316 |
|
|
2016
Q1 | $12.1M | Sell |
409,072
-59,897
| -13% | -$1.8M | 0.06% | 289 |
|
|
2015
Q4 | $16.3M | Buy |
468,969
+13,061
| +3% | +$437K | 0.09% | 254 |
|
|
2015
Q3 | $15.5M | Buy |
455,908
+31,827
| +8% | +$1.1M | 0.09% | 252 |
|
|
2015
Q2 | $14M | Buy |
424,081
+61,792
| +17% | +$2.25M | 0.07% | 292 |
|
|
2015
Q1 | $14.3M | Sell |
362,289
-9,867
| -3% | -$396K | 0.08% | 297 |
|
|
2014
Q4 | $14.9M | Buy |
372,156
+206,981
| +125% | +$8.21M | 0.08% | 300 |
|
|
2014
Q3 | $5.97M | Buy |
165,175
+136,776
| +482% | +$5.19M | 0.05% | 411 |
|
|
2014
Q2 | $1.07M | Buy |
28,399
+7,358
| +35% | +$277K | 0.01% | 1083 |
|
|
2014
Q1 | $743K | Buy |
+21,041
| New | +$727K | 0.01% | 1219 |
|
Other funds holding DOC
VPM
VCM
DAM
