Wilmington Savings Fund Society’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 | $99.8K | Sell |
5,697
-293
| -5% | -$5.13K | ﹤0.01% | 1026 |
|
2025
Q1 | $121K | Buy |
5,990
+501
| +9% | +$10.1K | ﹤0.01% | 945 |
|
2024
Q4 | $111K | Buy |
5,489
+5
| +0.1% | +$101 | ﹤0.01% | 1012 |
|
2024
Q3 | $125K | Buy |
+5,484
| New | +$125K | ﹤0.01% | 956 |
|
2015
Q2 | – | Sell |
-5,270
| Closed | -$208K | – | 365 |
|
2015
Q1 | $208K | Hold |
5,270
| – | – | 0.01% | 336 |
|
2014
Q4 | $211K | Buy |
+5,270
| New | +$211K | 0.01% | 336 |
|
2014
Q3 | – | Sell |
-5,490
| Closed | -$207K | – | 376 |
|
2014
Q2 | $207K | Sell |
5,490
-1,098
| -17% | -$41.4K | 0.01% | 368 |
|
2014
Q1 | $233K | Hold |
6,588
| – | – | 0.01% | 351 |
|
2013
Q4 | $218K | Sell |
6,588
-813
| -11% | -$26.9K | 0.01% | 361 |
|
2013
Q3 | $276K | Buy |
7,401
+1,033
| +16% | +$38.5K | 0.02% | 330 |
|
2013
Q2 | $263K | Buy |
+6,368
| New | +$263K | 0.02% | 335 |
|