Whittier Trust’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 | $74.2K | Buy |
4,240
+430
| +11% | +$7.53K | ﹤0.01% | 863 |
|
|
2025
Q1 | $77K | Hold |
3,810
| – | – | ﹤0.01% | 834 |
|
|
2024
Q4 | $77.2K | Sell |
3,810
-250
| -6% | -$5.07K | ﹤0.01% | 852 |
|
|
2024
Q3 | $92.8K | Hold |
4,060
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $79.5K | Sell |
4,060
-132
| -3% | -$2.59K | ﹤0.01% | 826 |
|
|
2024
Q1 | $78.6K | Sell |
4,192
-650
| -13% | -$12.2K | ﹤0.01% | 840 |
|
|
2023
Q4 | $95.8K | Buy |
4,842
+650
| +16% | +$12.9K | ﹤0.01% | 774 |
|
|
2023
Q3 | $77K | Hold |
4,192
| – | – | ﹤0.01% | 833 |
|
|
2023
Q2 | $84.2K | Hold |
4,192
| – | – | ﹤0.01% | 816 |
|
|
2023
Q1 | $92.1K | Hold |
4,192
| – | – | ﹤0.01% | 832 |
|
|
2022
Q4 | $105K | Hold |
4,192
| – | – | ﹤0.01% | 799 |
|
|
2022
Q3 | $96K | Sell |
4,192
-114
| -3% | -$2.61K | ﹤0.01% | 798 |
|
|
2022
Q2 | $112K | Hold |
4,306
| – | – | ﹤0.01% | 763 |
|
|
2022
Q1 | $148K | Sell |
4,306
-735
| -15% | -$25.3K | ﹤0.01% | 736 |
|
|
2021
Q4 | $182K | Hold |
5,041
| – | – | ﹤0.01% | 689 |
|
|
2021
Q3 | $169K | Sell |
5,041
-350
| -6% | -$11.7K | ﹤0.01% | 671 |
|
|
2021
Q2 | $179K | Hold |
5,391
| – | – | ﹤0.01% | 677 |
|
|
2021
Q1 | $171K | Sell |
5,391
-3,100
| -37% | -$98.3K | ﹤0.01% | 667 |
|
|
2020
Q4 | $257K | Hold |
8,491
| – | – | 0.01% | 549 |
|
|
2020
Q3 | $230K | Hold |
8,491
| – | – | 0.01% | 543 |
|
|
2020
Q2 | $234K | Hold |
8,491
| – | – | 0.01% | 514 |
|
|
2020
Q1 | $203K | Buy |
8,491
+3,302
| +64% | +$78.9K | 0.01% | 516 |
|
|
2019
Q4 | $179K | Buy |
5,189
+114
| +2% | +$3.93K | ﹤0.01% | 578 |
|
|
2019
Q3 | $181K | Hold |
5,075
| – | – | 0.01% | 565 |
|
|
2019
Q2 | $162K | Hold |
5,075
| – | – | ﹤0.01% | 569 |
|
|
2019
Q1 | $159K | Sell |
5,075
-1,122
| -18% | -$35.2K | ﹤0.01% | 567 |
|
|
2018
Q4 | $173K | Hold |
6,197
| – | – | 0.01% | 534 |
|
|
2018
Q3 | $163K | Hold |
6,197
| – | – | 0.01% | 539 |
|
|
2018
Q2 | $160K | Buy |
6,197
+720
| +13% | +$18.6K | 0.01% | 537 |
|
|
2018
Q1 | $128K | Sell |
5,477
-750
| -12% | -$17.5K | ﹤0.01% | 591 |
|
|
2017
Q4 | $162K | Sell |
6,227
-240
| -4% | -$6.24K | 0.01% | 533 |
|
|
2017
Q3 | $180K | Hold |
6,467
| – | – | 0.01% | 506 |
|
|
2017
Q2 | $207K | Sell |
6,467
-995
| -13% | -$31.8K | 0.01% | 465 |
|
|
2017
Q1 | $234K | Buy |
7,462
+15
| +0.2% | +$470 | 0.01% | 441 |
|
|
2016
Q4 | $221K | Sell |
7,447
-1,169
| -14% | -$34.7K | 0.01% | 451 |
|
|
2016
Q3 | $298K | Hold |
8,616
| – | – | 0.01% | 405 |
|
|
2016
Q2 | $278K | Hold |
8,616
| – | – | 0.01% | 406 |
|
|
2016
Q1 | $255K | Buy |
8,616
+694
| +9% | +$20.5K | 0.01% | 415 |
|
|
2015
Q4 | $276K | Sell |
7,922
-549
| -6% | -$19.1K | 0.01% | 415 |
|
|
2015
Q3 | $287K | Hold |
8,471
| – | – | 0.01% | 408 |
|
|
2015
Q2 | $281K | Sell |
8,471
-1,437
| -15% | -$47.7K | 0.01% | 432 |
|
|
2015
Q1 | $390K | Buy |
9,908
+745
| +8% | +$29.3K | 0.02% | 378 |
|
|
2014
Q4 | $367K | Sell |
9,163
-1,120
| -11% | -$44.9K | 0.02% | 368 |
|
|
2014
Q3 | $371K | Sell |
10,283
-444
| -4% | -$16K | 0.02% | 359 |
|
|
2014
Q2 | $404K | Sell |
10,727
-623
| -5% | -$23.5K | 0.02% | 353 |
|
|
2014
Q1 | $401K | Hold |
11,350
| – | – | 0.02% | 347 |
|
|
2013
Q4 | $375K | Sell |
11,350
-10,261
| -47% | -$339K | 0.02% | 357 |
|
|
2013
Q3 | $806K | Sell |
21,611
-1,149
| -5% | -$42.9K | 0.04% | 267 |
|
|
2013
Q2 | $942K | Buy |
+22,760
| New | +$942K | 0.05% | 231 |
|