SFM
Systematic Financial Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
1,555,654
+26,070
| +2% | +$456K | 0.73% | 47 |
|
|
2025
Q1 | $30.9M | Buy |
1,529,584
+57,136
| +4% | +$1.16M | 0.88% | 31 |
|
|
2024
Q4 | $29.8M | Buy |
1,472,448
+52,061
| +4% | +$1.06M | 0.76% | 47 |
|
|
2024
Q3 | $32.5M | Buy |
1,420,387
+165,281
| +13% | +$3.78M | 0.83% | 33 |
|
|
2024
Q2 | $24.6M | Sell |
1,255,106
-57,725
| -4% | -$1.13M | 0.75% | 50 |
|
|
2024
Q1 | $24.6M | Buy |
+1,312,831
| New | +$24.6M | 0.69% | 55 |
|
|
2013
Q4 | – | Sell |
-540,066
| Closed | -$22.1M | – | 660 |
|
|
2013
Q3 | $22.1M | Buy |
+540,066
| New | +$22.1M | 0.18% | 137 |
|