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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-40,814	Closed	-$715K	–	500
2025 Q2	$715K	Sell	40,814 -1,311	-3%	-$23.3K	0.01%	395
2025 Q1	$852K	Sell	42,125 -10,209	-20%	-$206K	0.01%	367
2024 Q4	$1.06M	Sell	52,334 -3,193	-6%	-$69.2K	0.01%	367
2024 Q3	$1.27M	Buy	55,527 +5,635	+11%	+$121K	0.01%	362
2024 Q2	$978K	Buy	+49,892	New	+$953K	﹤0.01%	355
2020 Q1	–	Sell	-23,090	Closed	-$796K	–	433
2019 Q4	$796K	Buy	+23,090	New	+$808K	0.01%	358
2019 Q3	–	Sell	-29,040	Closed	-$929K	–	480
2019 Q2	$929K	Sell	29,040 -9,605	-25%	-$299K	0.01%	359
2019 Q1	$1.21M	Sell	38,645 -16,210	-30%	-$494K	0.01%	308
2018 Q4	$1.53M	Sell	54,855 -14,455	-21%	-$400K	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%	+$126K	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%	-$57K	0.01%	288
2017 Q2	$1.73M	Buy	54,175 +14,490	+37%	+$459K	0.01%	283
2017 Q1	$1.24M	Sell	39,685 -480	-1%	-$14.7K	0.01%	295
2016 Q4	$1.19M	Sell	40,165 -4,430	-10%	-$135K	0.01%	328
2016 Q3	$1.54M	Sell	44,595 -10,315	-19%	-$361K	0.01%	315
2016 Q2	$1.77M	Buy	54,910 +6,455	+13%	+$200K	0.02%	285
2016 Q1	$1.44M	Sell	48,455 -5,567	-10%	-$167K	0.01%	281
2015 Q4	$1.88M	Buy	54,022 +7,686	+17%	+$257K	0.02%	274
2015 Q3	$1.57M	Hold	46,336	–	–	0.01%	287
2015 Q2	$1.54M	Sell	46,336 -27,779	-37%	-$1.01M	0.01%	301
2015 Q1	$2.92M	Sell	74,115 -4,392	-6%	-$176K	0.02%	267
2014 Q4	$3.15M	Hold	78,507	–	–	0.02%	266
2014 Q3	$2.84M	Sell	78,507 -1,976	-2%	-$74.9K	0.02%	270
2014 Q2	$3.03M	Hold	80,483	–	–	0.02%	254
2014 Q1	$2.84M	Sell	80,483 -36,454	-31%	-$1.26M	0.02%	252
2013 Q4	$3.87M	Buy	116,937 +18,337	+19%	+$654K	0.03%	221
2013 Q3	$3.68M	Hold	98,600	–	–	0.03%	226
2013 Q2	$4.08M	Buy	+98,600	New	+$4.5M	0.04%	224