Ownership history in Wealthspire Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Wealthspire Advisors, LLC 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 | REDUCED | 5,306 | -5,596 | -51.3% | 0.00% | $102K | $18.48 |
| 2021 Q3 | ADDED | 10,902 | +4,481 | +69.8% | 0.01% | $365K | $25.97 |
| 2021 Q1 | REDUCED | 6,421 | -2,490 | -27.9% | 0.00% | $204K | $24.20 |
| 2020 Q1 | INITIATED | 8,911 | — | — | 0.01% | $213K | $17.28 |
As of 2025 Q4 — sorted by position size