Naviter Wealth, LLC Healthpeak Properties, Inc. Transaction History

Naviter Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	SELL	$15.55 - $20.18 $17,758 - $23,045	-1,142 Reduced 3.32%	33,295 $659,000
Q3 2023 Nov 14, 2023	BUY	$18.05 - $22.21 $58,102 - $71,493	3,219 Added 10.31%	34,437 $632,000
Q2 2023 Jul 20, 2023	BUY	$19.27 - $21.99 $95,463 - $108,938	4,954 Added 18.86%	31,218 $627,000
Q1 2023 Apr 12, 2023	BUY	$20.23 - $28.24 $146,606 - $204,655	7,247 Added 38.11%	26,264 $577,000
Q4 2022 Jan 31, 2023	BUY	$21.61 - $26.23 $107,596 - $130,599	4,979 Added 35.47%	19,017 $476,000
Q3 2022 Oct 27, 2022	BUY	$22.58 - $28.37 $316,978 - $398,258	14,038 New	14,038 $322,000

781

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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