Concentric Wealth Management, LLC Healthpeak Properties, Inc. Transaction History

Concentric Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 09, 2022	BUY	$22.58 - $28.37 $51,933 - $65,251	2,300 Added 2.25%	104,337 $2.39 Million
Q2 2022 Aug 12, 2022	BUY	$23.44 - $35.4 $166,775 - $251,871	7,115 Added 7.5%	102,037 $2.64 Million
Q1 2022 Apr 14, 2022	BUY	$30.75 - $36.66 $81,180 - $96,782	2,640 Added 2.86%	94,922 $3.26 Million
Q4 2021 Feb 10, 2022	BUY	$32.51 - $36.14 $194,247 - $215,936	5,975 Added 6.92%	92,282 $3.33 Million
Q3 2021 Nov 12, 2021	BUY	$33.31 - $37.36 $182,438 - $204,620	5,477 Added 6.78%	86,307 $2.89 Million
Q2 2021 Aug 12, 2021	BUY	$32.11 - $35.3 $42,866 - $47,125	1,335 Added 1.68%	80,830 $2.69 Million
Q1 2021 May 14, 2021	BUY	$28.42 - $32.49 $202,634 - $231,653	7,130 Added 9.85%	79,495 $2.52 Million
Q4 2020 Feb 10, 2021	BUY	$26.54 - $30.88 $163,884 - $190,684	6,175 Added 9.33%	72,365 $2.19 Million
Q3 2020 Nov 12, 2020	SELL	$25.58 - $29.03 $1,074 - $1,219	-42 Reduced 0.06%	66,190 $1.8 Million
Q2 2020 Aug 11, 2020	BUY	$20.29 - $29.82 $78,522 - $115,403	3,870 Added 6.21%	66,232 $1.83 Million
Q1 2020 May 07, 2020	BUY	$19.95 - $37.33 $42,992 - $80,446	2,155 Added 3.58%	62,362 $1.49 Million
Q4 2019 Feb 10, 2020	BUY	$32.03 - $37.93 $1.93 Million - $2.28 Million	60,207 New	60,207 $2.08 Million

783

620M

786K

117K

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...

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