Stiles Financial Services’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,179	Closed	-$206K	–	176
2025 Q1	$206K	Buy	10,179 +58	+0.6%	+$1.17K	0.08%	168
2024 Q4	$205K	Sell	10,121 -2,513	-20%	-$54.5K	0.07%	179
2024 Q3	$289K	Sell	12,634 -1,387	-10%	-$29.9K	0.1%	153
2024 Q2	$275K	Sell	14,021 -1,791	-11%	-$34.2K	0.11%	154
2024 Q1	$297K	Sell	15,812 -2,547	-14%	-$46.3K	0.12%	140
2023 Q4	$364K	Sell	18,359 -2,100	-10%	-$36.9K	0.17%	122
2023 Q3	$376K	Sell	20,459 -647	-3%	-$13.3K	0.19%	115
2023 Q2	$424K	Sell	21,106 -451	-2%	-$9.36K	0.21%	113
2023 Q1	$474K	Buy	21,557 +159	+0.7%	+$3.94K	0.25%	100
2022 Q4	$536K	Sell	21,398 -1,115	-5%	-$27.1K	0.31%	90
2022 Q3	$516K	Buy	22,513 +205	+0.9%	+$5.42K	0.31%	88
2022 Q2	$578K	Sell	22,308 -112	-0.5%	-$3.39K	0.35%	80
2022 Q1	$770K	Buy	22,420 +523	+2%	+$17.6K	0.39%	71
2021 Q4	$790K	Buy	+21,897	New	+$755K	0.38%	77