Van Hulzen Asset 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
2025 Q1	–	Sell	-1,000	Closed	-$20.3K	–	495
2024 Q4	$20.3K	Buy	+1,000	New	+$21.7K	﹤0.01%	675
2019 Q4	–	Sell	-6,400	Closed	-$228K	–	281
2019 Q3	$228K	Sell	6,400 -66	-1%	-$2.23K	0.05%	237
2019 Q2	$207K	Hold	6,466	–	–	0.05%	247
2019 Q1	$202K	Buy	+6,466	New	+$197K	0.05%	224
2017 Q4	–	Sell	-7,744	Closed	-$216K	–	220
2017 Q3	$216K	Hold	7,744	–	–	0.07%	159
2017 Q2	$247K	Hold	7,744	–	–	0.1%	115
2017 Q1	$242K	Hold	7,744	–	–	0.11%	109
2016 Q4	$230K	Sell	7,744 -320	-4%	-$9.76K	0.11%	116
2016 Q3	$279K	Hold	8,064	–	–	0.15%	90
2016 Q2	$260K	Sell	8,064 -1,098	-12%	-$34.1K	0.15%	94
2016 Q1	$272K	Buy	9,162 +330	+4%	+$9.9K	0.15%	94
2015 Q4	$308K	Sell	8,832 -5,381	-38%	-$180K	0.19%	88
2015 Q3	$482K	Sell	14,213 -824	-5%	-$28.5K	0.31%	68
2015 Q2	$499K	Buy	15,037 +768	+5%	+$28K	0.27%	81
2015 Q1	$562K	Buy	14,269 +129	+0.9%	+$5.18K	0.34%	73
2014 Q4	$567K	Buy	+14,140	New	+$561K	0.39%	61
2014 Q2	–	Sell	-7,405	Closed	-$262K	–	70
2014 Q1	$262K	Hold	7,405	–	–	0.26%	72
2013 Q4	$245K	Buy	+7,405	New	+$264K	0.21%	88