TFC Financial Management’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 | $510 | Buy |
+31
| New | +$531 | ﹤0.01% | 713 |
|
|
2025
Q4 | – | Sell |
-66
| Closed | -$1.26K | – | 989 |
|
|
2025
Q3 | $1.26K | Buy |
66
+12
| +22% | +$215 | ﹤0.01% | 606 |
|
|
2025
Q2 | $946 | Sell |
54
-8
| -13% | -$142 | ﹤0.01% | 582 |
|
|
2025
Q1 | $1.25K | Hold |
62
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $1.26K | Sell |
62
-8
| -11% | -$173 | ﹤0.01% | 551 |
|
|
2024
Q3 | $1.6K | Buy |
70
+8
| +13% | +$172 | ﹤0.01% | 529 |
|
|
2024
Q2 | $1.22K | Buy |
62
+31
| +100% | +$592 | ﹤0.01% | 544 |
|
|
2024
Q1 | $582 | Buy |
31
+3
| +11% | +$55 | ﹤0.01% | 612 |
|
|
2023
Q4 | $555 | Sell |
28
-33
| -54% | -$581 | ﹤0.01% | 581 |
|
|
2023
Q3 | $1.13K | Sell |
61
-1
| -2% | -$21 | ﹤0.01% | 521 |
|
|
2023
Q2 | $1.25K | Buy |
62
+30
| +94% | +$623 | ﹤0.01% | 492 |
|
|
2023
Q1 | $712 | Hold |
32
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $812 | Hold |
32
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 507 |
|
|
2021
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 505 |
|
|
2021
Q1 | $1K | Hold |
32
| – | – | ﹤0.01% | 494 |
|
|
2020
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 479 |
|
|
2020
Q3 | $1K | Buy |
+32
| New | +$877 | ﹤0.01% | 446 |
|
Other funds holding DOC
VPM
VCM
DAM
