A detailed history of Kingswood Wealth Advisors, LLC transactions in Healthpeak Properties, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 17,773 shares of PEAK stock, worth $337,153. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,773
Previous 36,128 50.81%
Holding current value
$337,153
Previous $826 Million 56.4%
% of portfolio
0.03%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025

SELL
N/A
-18,355 Reduced 50.81%
17,773 $360 Million
Q3 2024

Oct 21, 2024

SELL
N/A
-2,242 Reduced 5.84%
36,128 $826 Million
Q2 2024

Jul 09, 2024

BUY
$17.82 - $19.34 $59,964 - $65,079
3,365 Added 9.61%
38,370 $752 Million
Q1 2024

Apr 15, 2024

BUY
$16.18 - $20.84 $169,388 - $218,173
10,469 Added 42.67%
35,005 $656 Million
Q4 2023

Jan 16, 2024

BUY
$15.55 - $20.18 $381,534 - $495,136
24,536 New
24,536 $486 Million

Others Institutions Holding PEAK

About HEALTHPEAK PROPERTIES, INC.


  • Ticker PEAK
  • Exchange NYSE
  • Sector Real Estate
  • Industry REIT—Healthcare Facilities
  • Shares Outstandng 539,580,992
  • Market Cap $10.2B
  • Description
  • Healthpeak Properties, Inc. is a fully integrated real estate investment trust (REIT) and S&P 500 company. Healthpeak owns and develops high-quality real estate in the three private-pay healthcare asset classes of Life Science, Medical Office and Senior Housing, designed to provide stability through the inevitable industry cycles. At Healthp...
More about PEAK
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.