IBEX WEALTH ADVISORS DOC Holdings History
IBEX WEALTH ADVISORS's Healthpeak Properties Inc Holding Summary
As of 2025-03-31, IBEX WEALTH ADVISORS held 250,041.00 shares of Healthpeak Properties Inc(DOC), totaling $5.06 Mil. This investment constitutes 0.67% of their stock portfolio, and IBEX WEALTH ADVISORS now holds 0.04% of the outstanding Healthpeak Properties Inc(DOC) stock.
The initial trade took place in 2024Q2. And since then IBEX WEALTH ADVISORS has made 2 purchases of DOC, at an average price of $20.23, for a total of 250,253.00 shares. In addition, there have been 1 sales at an average price of $21.55 for 212.00 shares. Based on historical transaction data and DOC's current price of $18.36, IBEX WEALTH ADVISORS's estimated gain on his DOC holdings is $-467,057.27, reflecting a -9.23% gain to date.
IBEX WEALTH ADVISORS DOC ($18.36) Holding Chart
IBEX WEALTH ADVISORS DOC ($18.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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