Tompkins 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	$87.6K	Hold	5,000	–	–	0.01%	260
2025 Q1	$101K	Hold	5,000	–	–	0.01%	256
2024 Q4	$101K	Hold	5,000	–	–	0.01%	257
2024 Q3	$114K	Hold	5,000	–	–	0.01%	255
2024 Q2	$98K	Sell	5,000 -20	-0.4%	-$392	0.01%	271
2024 Q1	$94.1K	Buy	+5,020	New	+$94.1K	0.01%	285
2021 Q1	–	Sell	-89	Closed	-$3K	–	444
2020 Q4	$3K	Buy	+89	New	+$3K	﹤0.01%	411
2019 Q4	–	Sell	-400	Closed	-$14K	–	404
2019 Q3	$14K	Hold	400	–	–	﹤0.01%	304
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	314
2019 Q1	$13K	Hold	400	–	–	﹤0.01%	339
2018 Q4	$11K	Hold	400	–	–	﹤0.01%	332
2018 Q3	$11K	Hold	400	–	–	﹤0.01%	353
2018 Q2	$10K	Hold	400	–	–	﹤0.01%	370
2018 Q1	$9K	Hold	400	–	–	﹤0.01%	365
2017 Q4	$10K	Hold	400	–	–	﹤0.01%	323
2017 Q3	$11K	Hold	400	–	–	﹤0.01%	329
2017 Q2	$13K	Hold	400	–	–	﹤0.01%	304
2017 Q1	$13K	Hold	400	–	–	﹤0.01%	300
2016 Q4	$12K	Sell	400 -39	-9%	-$1.17K	﹤0.01%	307
2016 Q3	$15K	Hold	439	–	–	﹤0.01%	295
2016 Q2	$14K	Hold	439	–	–	﹤0.01%	358
2016 Q1	$13K	Hold	439	–	–	﹤0.01%	356
2015 Q4	$15K	Hold	439	–	–	﹤0.01%	385
2015 Q3	$15K	Hold	439	–	–	﹤0.01%	394
2015 Q2	$15K	Hold	439	–	–	﹤0.01%	398
2015 Q1	$17K	Hold	439	–	–	﹤0.01%	396
2014 Q4	$18K	Hold	439	–	–	﹤0.01%	341
2014 Q3	$16K	Hold	439	–	–	﹤0.01%	342
2014 Q2	$17K	Hold	439	–	–	﹤0.01%	345
2014 Q1	$16K	Hold	439	–	–	﹤0.01%	354
2013 Q4	$15K	Sell	439 -926	-68%	-$31.6K	﹤0.01%	373
2013 Q3	$51K	Hold	1,365	–	–	0.01%	248
2013 Q2	$56K	Buy	+1,365	New	+$56K	0.02%	226