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