TAM
Tocqueville Asset Management’s Healthpeak Properties DOC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Buy |
243,172
+16,690
| +7% | +$292K | 0.06% | 220 |
|
|
2025
Q1 | $4.58M | Buy |
226,482
+42,277
| +23% | +$855K | 0.07% | 190 |
|
|
2024
Q4 | $3.73M | Sell |
184,205
-43,972
| -19% | -$891K | 0.06% | 206 |
|
|
2024
Q3 | $5.22M | Sell |
228,177
-2,544
| -1% | -$58.2K | 0.08% | 180 |
|
|
2024
Q2 | $4.52M | Sell |
230,721
-1,656
| -0.7% | -$32.5K | 0.07% | 186 |
|
|
2024
Q1 | $4.36M | Buy |
+232,377
| New | +$4.36M | 0.07% | 195 |
|
|
2014
Q3 | – | Sell |
-2,216
| Closed | -$92K | – | 959 |
|
|
2014
Q2 | $92K | Hold |
2,216
| – | – | ﹤0.01% | 1172 |
|
|
2014
Q1 | $86K | Hold |
2,216
| – | – | ﹤0.01% | 957 |
|
|
2013
Q4 | $80K | Buy |
+2,216
| New | +$80K | ﹤0.01% | 970 |
|