Waterloo Capital’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	–	Sell	-95,524	Closed	-$1.93M	–	462
2025 Q1	$1.93M	Buy	95,524 +45	+0%	+$910	0.18%	130
2024 Q4	$1.94M	Sell	95,479 -3,320	-3%	-$67.3K	0.2%	113
2024 Q3	$2.26M	Buy	+98,799	New	+$2.26M	0.25%	101