Symphony Financial’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	$526K	Buy	+25,706	New	+$526K	0.07%	148
2025 Q1	–	Sell	-14,636	Closed	-$307K	–	127
2024 Q4	$307K	Buy	14,636 +2,548	+21%	+$53.5K	0.05%	176
2024 Q3	$274K	Buy	+12,088	New	+$274K	0.05%	191