WhitTier Trust Company’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
$175 Hold
10
﹤0.01% 1419
2025
Q1
$202 Sell
10
-34
-77% -$687 ﹤0.01% 1395
2024
Q4
$891 Hold
44
﹤0.01% 1284
2024
Q3
$1.01K Hold
44
﹤0.01% 1273
2024
Q2
$861 Sell
44
-36
-45% -$704 ﹤0.01% 1216
2024
Q1
$1.5K Sell
80
-8
-9% -$150 ﹤0.01% 1145
2023
Q4
$1.74K Buy
88
+44
+100% +$871 ﹤0.01% 1138
2023
Q3
$806 Buy
44
+8
+22% +$147 ﹤0.01% 1126
2023
Q2
$723 Hold
36
﹤0.01% 1138
2023
Q1
$790 Hold
36
﹤0.01% 1123
2022
Q4
$902 Sell
36
-130
-78% -$3.26K ﹤0.01% 1145
2022
Q3
$4K Sell
166
-7
-4% -$169 ﹤0.01% 992
2022
Q2
$4K Buy
173
+7
+4% +$162 ﹤0.01% 1014
2022
Q1
$6K Hold
166
﹤0.01% 987
2021
Q4
$6K Hold
166
﹤0.01% 955
2021
Q3
$6K Hold
166
﹤0.01% 982
2021
Q2
$6K Hold
166
﹤0.01% 910
2021
Q1
$5K Sell
166
-504
-75% -$15.2K ﹤0.01% 908
2020
Q4
$20K Sell
670
-260
-28% -$7.76K ﹤0.01% 750
2020
Q3
$25K Hold
930
﹤0.01% 711
2020
Q2
$26K Hold
930
﹤0.01% 685
2020
Q1
$22K Hold
930
﹤0.01% 688
2019
Q4
$32K Hold
930
﹤0.01% 670
2019
Q3
$33K Sell
930
-1,000
-52% -$35.5K ﹤0.01% 665
2019
Q2
$62K Hold
1,930
﹤0.01% 550
2019
Q1
$60K Hold
1,930
﹤0.01% 551
2018
Q4
$54K Hold
1,930
﹤0.01% 555
2018
Q3
$51K Hold
1,930
﹤0.01% 605
2018
Q2
$50K Hold
1,930
﹤0.01% 608
2018
Q1
$45K Hold
1,930
﹤0.01% 629
2017
Q4
$50K Hold
1,930
﹤0.01% 569
2017
Q3
$54K Hold
1,930
0.01% 530
2017
Q2
$62K Hold
1,930
0.01% 508
2017
Q1
$60K Hold
1,930
0.01% 501
2016
Q4
$57K Sell
1,930
-738
-28% -$21.8K 0.01% 503
2016
Q3
$92K Sell
2,668
-220
-8% -$7.59K 0.01% 434
2016
Q2
$93K Hold
2,888
0.01% 430
2016
Q1
$86K Hold
2,888
0.01% 442
2015
Q4
$101K Sell
2,888
-659
-19% -$23K 0.01% 427
2015
Q3
$120K Hold
3,547
0.01% 397
2015
Q2
$118K Hold
3,547
0.01% 417
2015
Q1
$140K Hold
3,547
0.02% 395
2014
Q4
$142K Hold
3,547
0.02% 393
2014
Q3
$128K Hold
3,547
0.01% 397
2014
Q2
$134K Sell
3,547
-1,745
-33% -$65.9K 0.02% 397
2014
Q1
$187K Buy
5,292
+1,789
+51% +$63.2K 0.02% 354
2013
Q4
$116K Sell
3,503
-988
-22% -$32.7K 0.01% 407
2013
Q3
$167K Hold
4,491
0.02% 349
2013
Q2
$186K Buy
+4,491
New +$186K 0.03% 322