Westwood Holdings Group’s Healthpeak Properties DOC Stock Holding History

Westwood Holdings Group’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$715K	Sell	40,814 -1,311	-3%	-$23K	0.01%	363
2025 Q1	$852K	Sell	42,125 -10,209	-20%	-$206K	0.01%	367
2024 Q4	$1.06M	Sell	52,334 -3,193	-6%	-$64.7K	0.01%	367
2024 Q3	$1.27M	Buy	55,527 +5,635	+11%	+$129K	0.01%	362
2024 Q2	$978K	Buy	+49,892	New	+$978K	﹤0.01%	355
2020 Q1	–	Sell	-23,090	Closed	-$796K	–	433
2019 Q4	$796K	Buy	+23,090	New	+$796K	0.01%	358
2019 Q3	–	Sell	-29,040	Closed	-$929K	–	480
2019 Q2	$929K	Sell	29,040 -9,605	-25%	-$307K	0.01%	359
2019 Q1	$1.21M	Sell	38,645 -16,210	-30%	-$508K	0.01%	308
2018 Q4	$1.53M	Sell	54,855 -14,455	-21%	-$404K	0.02%	270
2018 Q3	$1.82M	Sell	69,310 -7,900	-10%	-$208K	0.02%	274
2018 Q2	$1.99M	Buy	77,210 +5,330	+7%	+$138K	0.02%	285
2018 Q1	$1.67M	Buy	71,880 +19,600	+37%	+$455K	0.01%	294
2017 Q4	$1.36M	Hold	52,280	–	–	0.01%	298
2017 Q3	$1.46M	Sell	52,280 -1,895	-3%	-$52.7K	0.01%	288
2017 Q2	$1.73M	Buy	54,175 +14,490	+37%	+$463K	0.01%	283
2017 Q1	$1.24M	Sell	39,685 -480	-1%	-$15K	0.01%	295
2016 Q4	$1.19M	Sell	40,165 -4,430	-10%	-$132K	0.01%	328
2016 Q3	$1.54M	Sell	44,595 -10,315	-19%	-$357K	0.01%	315
2016 Q2	$1.77M	Buy	54,910 +6,455	+13%	+$208K	0.02%	285
2016 Q1	$1.44M	Sell	48,455 -5,567	-10%	-$165K	0.01%	281
2015 Q4	$1.88M	Buy	54,022 +7,686	+17%	+$268K	0.02%	274
2015 Q3	$1.57M	Hold	46,336	–	–	0.01%	287
2015 Q2	$1.54M	Sell	46,336 -27,779	-37%	-$923K	0.01%	301
2015 Q1	$2.92M	Sell	74,115 -4,392	-6%	-$173K	0.02%	267
2014 Q4	$3.15M	Hold	78,507	–	–	0.02%	266
2014 Q3	$2.84M	Sell	78,507 -1,976	-2%	-$71.5K	0.02%	270
2014 Q2	$3.03M	Hold	80,483	–	–	0.02%	254
2014 Q1	$2.84M	Sell	80,483 -36,454	-31%	-$1.29M	0.02%	252
2013 Q4	$3.87M	Buy	116,937 +18,337	+19%	+$607K	0.03%	221
2013 Q3	$3.68M	Hold	98,600	–	–	0.03%	226
2013 Q2	$4.08M	Buy	+98,600	New	+$4.08M	0.04%	224