Ownership history in Avion Wealth · 8 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in HEALTHPEAK PROPERTIES INC (DOC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 114 | +31 | +37.3% | 0.00% | $2K | $18.48 |
| 2025 Q1 | UNCHANGED | 83 | — | 0% | 0.00% | $1K | $18.86 |
| 2024 Q4 | ADDED | 83 | +25 | +43.1% | 0.00% | $1K | $18.61 |
| 2024 Q3 | UNCHANGED | 58 | — | 0% | 0.00% | $1K | $20.72 |
As of 2025 Q4 — sorted by position size