United Capital Financial Advisors’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 | $1.07M | Sell |
60,937
-6,453
| -10% | -$113K | 0.01% | 575 |
|
|
2025
Q1 | $1.36M | Buy |
67,390
+3,437
| +5% | +$69.5K | 0.01% | 497 |
|
|
2024
Q4 | $1.3M | Buy |
63,953
+2,769
| +5% | +$56.1K | 0.01% | 497 |
|
|
2024
Q3 | $1.4M | Buy |
61,184
+9,432
| +18% | +$216K | 0.01% | 471 |
|
|
2024
Q2 | $1.01M | Buy |
51,752
+4,671
| +10% | +$91.6K | 0.01% | 517 |
|
|
2024
Q1 | $883K | Buy |
47,081
+7,878
| +20% | +$148K | 0.01% | 582 |
|
|
2023
Q4 | $776K | Buy |
+39,203
| New | +$776K | 0.01% | 611 |
|
|
2022
Q2 | – | Sell |
-6,002
| Closed | -$206K | – | 1137 |
|
|
2022
Q1 | $206K | Buy |
+6,002
| New | +$206K | ﹤0.01% | 1098 |
|
|
2021
Q2 | – | Sell |
-7,544
| Closed | -$239K | – | 1221 |
|
|
2021
Q1 | $239K | Sell |
7,544
-23,699
| -76% | -$751K | ﹤0.01% | 1051 |
|
|
2020
Q4 | $944K | Sell |
31,243
-5,795
| -16% | -$175K | 0.01% | 686 |
|
|
2020
Q3 | $1.01M | Sell |
37,038
-4,160
| -10% | -$113K | 0.01% | 658 |
|
|
2020
Q2 | $1.14M | Sell |
41,198
-8,652
| -17% | -$238K | 0.01% | 621 |
|
|
2020
Q1 | $1.19M | Sell |
49,850
-36,552
| -42% | -$872K | 0.01% | 589 |
|
|
2019
Q4 | $2.98M | Buy |
86,402
+5,464
| +7% | +$188K | 0.02% | 520 |
|
|
2019
Q3 | $2.88M | Buy |
80,938
+18,982
| +31% | +$676K | 0.02% | 517 |
|
|
2019
Q2 | $1.98M | Buy |
61,956
+32,498
| +110% | +$1.04M | 0.01% | 624 |
|
|
2019
Q1 | $922K | Buy |
29,458
+15,685
| +114% | +$491K | 0.01% | 790 |
|
|
2018
Q4 | $385K | Sell |
13,773
-268
| -2% | -$7.49K | ﹤0.01% | 984 |
|
|
2018
Q3 | $370K | Sell |
14,041
-594
| -4% | -$15.7K | ﹤0.01% | 1037 |
|
|
2018
Q2 | $378K | Sell |
14,635
-876
| -6% | -$22.6K | ﹤0.01% | 1015 |
|
|
2018
Q1 | $360K | Buy |
15,511
+374
| +2% | +$8.68K | ﹤0.01% | 1035 |
|
|
2017
Q4 | $394K | Sell |
15,137
-10,666
| -41% | -$278K | ﹤0.01% | 1033 |
|
|
2017
Q3 | $718K | Sell |
25,803
-137
| -0.5% | -$3.81K | 0.01% | 862 |
|
|
2017
Q2 | $829K | Sell |
25,940
-2,039
| -7% | -$65.2K | 0.01% | 814 |
|
|
2017
Q1 | $875K | Sell |
27,979
-12,686
| -31% | -$397K | 0.01% | 778 |
|
|
2016
Q4 | $1.21M | Sell |
40,665
-1,869
| -4% | -$55.6K | 0.01% | 694 |
|
|
2016
Q3 | $1.47M | Buy |
42,534
+7,219
| +20% | +$249K | 0.01% | 669 |
|
|
2016
Q2 | $1.13M | Sell |
35,315
-2,828
| -7% | -$90.2K | 0.01% | 704 |
|
|
2016
Q1 | $1.13M | Sell |
38,143
-3,973
| -9% | -$118K | 0.01% | 672 |
|
|
2015
Q4 | $1.47M | Sell |
42,116
-3,242
| -7% | -$113K | 0.02% | 605 |
|
|
2015
Q3 | $1.54M | Sell |
45,358
-7,713
| -15% | -$262K | 0.02% | 576 |
|
|
2015
Q2 | $1.76M | Sell |
53,071
-1,331
| -2% | -$44.2K | 0.02% | 596 |
|
|
2015
Q1 | $2M | Buy |
54,402
+6,441
| +13% | +$236K | 0.02% | 553 |
|
|
2014
Q4 | $1.92M | Buy |
47,961
+31,202
| +186% | +$1.25M | 0.03% | 485 |
|
|
2014
Q3 | $606K | Buy |
16,759
+4,047
| +32% | +$146K | 0.01% | 737 |
|
|
2014
Q2 | $479K | Sell |
12,712
-39,262
| -76% | -$1.48M | 0.01% | 689 |
|
|
2014
Q1 | $1.84M | Buy |
+51,974
| New | +$1.84M | 0.04% | 372 |
|
|
2013
Q4 | – | Sell |
-50,126
| Closed | -$1.87M | – | 669 |
|
|
2013
Q3 | $1.87M | Sell |
50,126
-1,857
| -4% | -$69.2K | 0.06% | 262 |
|
|
2013
Q2 | $2.15M | Buy |
+51,983
| New | +$2.15M | 0.06% | 297 |
|