Ae Wealth Management LLC Healthpeak Properties, Inc. Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Healthpeak Properties, Inc. stock. As of the latest transaction made, Ae Wealth Management LLC holds 11,516 shares of PEAK stock, worth $218,458. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,516

Previous 11,036 4.35%

Holding current value

$218,458

Previous $209,000 4.31%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	N/A	480 Added 4.35%	11,516 $218,000
Q2 2024 Aug 12, 2024	BUY	$17.82 - $19.34 $196,661 - $213,436	11,036 New	11,036 $209,000
Q4 2023 Feb 14, 2024	BUY	$15.55 - $20.18 $399,557 - $518,525	25,695 Added 99.0%	51,649 $1.02 Million
Q3 2023 Oct 11, 2023	SELL	$18.05 - $22.21 $173,821 - $213,882	-9,630 Reduced 27.06%	25,954 $476,000
Q2 2023 Jul 10, 2023	BUY	$19.27 - $21.99 $685,703 - $782,492	35,584 New	35,584 $715,000
Q4 2022 Jan 31, 2023	BUY	$21.61 - $26.23 $182,107 - $221,040	8,427 New	8,427 $211,000
Q2 2022 Aug 03, 2022	BUY	$23.44 - $35.4 $4,242 - $6,407	181 Added 2.3%	8,042 $208,000
Q1 2022 Apr 18, 2022	BUY	$30.75 - $36.66 $16,328 - $19,466	531 Added 7.24%	7,861 $270,000
Q4 2021 Jan 20, 2022	SELL	$32.51 - $36.14 $68,433 - $76,074	-2,105 Reduced 22.31%	7,330 $265,000
Q3 2021 Nov 01, 2021	SELL	$33.31 - $37.36 $33,709 - $37,808	-1,012 Reduced 9.69%	9,435 $316,000
Q2 2021 Jul 21, 2021	SELL	$32.11 - $35.3 $7,577 - $8,330	-236 Reduced 2.21%	10,447 $348,000
Q1 2021 Apr 27, 2021	BUY	$28.42 - $32.49 $28,761 - $32,879	1,012 Added 10.46%	10,683 $339,000
Q4 2020 Feb 01, 2021	SELL	$26.54 - $30.88 $4,432 - $5,156	-167 Reduced 1.7%	9,671 $292,000
Q3 2020 Nov 06, 2020	BUY	$25.58 - $29.03 $43,153 - $48,973	1,687 Added 20.7%	9,838 $267,000
Q2 2020 Aug 05, 2020	BUY	$20.29 - $29.82 $165,383 - $243,062	8,151 New	8,151 $225,000
Q1 2020 May 07, 2020	SELL	$19.95 - $37.33 $166,442 - $311,444	-8,343 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	$32.03 - $37.93 $267,226 - $316,449	8,343 New	8,343 $288,000

Others Institutions Holding PEAK

# of Institutions

781

Shares Held

620M

Call Options Held

786K

Put Options Held

117K

View Full List

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

Portfolio Update

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

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Healthpeak Properties, Inc. Transaction History