Westside Investment 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
2026 Q1	$5.22K	Hold	316	–	–	﹤0.01%	1242
2025 Q4	$5.12K	Hold	316	–	–	﹤0.01%	1226
2025 Q3	$6.06K	Hold	316	–	–	﹤0.01%	1240
2025 Q2	$5.65K	Buy	+316	New	+$5.61K	﹤0.01%	1135
2021 Q1	–	Sell	-1,000	Closed	-$30	–	722
2020 Q4	$30	Hold	1,000	–	–	﹤0.01%	385
2020 Q3	$27	Hold	1,000	–	–	﹤0.01%	392
2020 Q2	$27	Hold	1,000	–	–	﹤0.01%	370
2020 Q1	$23	Buy	+1,000	New	+$32.6K	﹤0.01%	383
2019 Q2	$31	Buy	+1,000	New	+$31.1K	﹤0.01%	362
2018 Q4	$27.9K	Hold	1,000	–	–	0.01%	351
2018 Q3	$25.8K	Hold	1,000	–	–	0.01%	319
2018 Q2	$25.6K	Hold	1,000	–	–	0.01%	368
2018 Q1	$23.2K	Hold	1,000	–	–	0.01%	366
2017 Q4	$25K	Hold	1,000	–	–	0.01%	365
2017 Q3	$26.8K	Hold	1,000	–	–	0.02%	346
2017 Q2	$30.9K	Hold	1,000	–	–	0.02%	322
2017 Q1	$31.1K	Hold	1,000	–	–	0.01%	295
2016 Q4	$30.4K	Buy	+1,000	New	+$30.5K	0.02%	230