Wealth Enhancement Advisory Services’s Healthpeak Properties DOC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.25M	Sell	196,421 -5,233	-3%	-$97.7K	0.01%	1115
2026 Q1	$3.33M	Sell	201,654 -120,658	-37%	-$2.07M	0.01%	1113
2025 Q4	$5.32M	Sell	322,312 -192,212	-37%	-$3.39M	0.01%	980
2025 Q3	$9.85M	Sell	514,524 -14,712	-3%	-$264K	0.01%	662
2025 Q2	$9.64M	Buy	529,236 +181,708	+52%	+$3.23M	0.02%	641
2025 Q1	$7.03M	Sell	347,528 -2,356	-0.7%	-$47.7K	0.01%	709
2024 Q4	$7.09M	Buy	349,884 +18,483	+6%	+$401K	0.01%	678
2024 Q3	$7.58M	Buy	331,401 +63,283	+24%	+$1.36M	0.02%	601
2024 Q2	$5.26M	Buy	268,118 +180,929	+208%	+$3.46M	0.01%	671
2024 Q1	$1.63M	Buy	87,189 +21,791	+33%	+$396K	﹤0.01%	1025
2023 Q4	$1.29M	Buy	65,398 +4,503	+7%	+$79.2K	﹤0.01%	1059
2023 Q3	$1.12M	Buy	+60,895	New	+$1.25M	﹤0.01%	1050