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INDEPENDENT FINANCIAL GROUP, LLC → DOC
INDEPENDENT FINANCIAL GROUP, LLC DOC Position History
Healthpeak Properties, Inc. • Real Estate
Quarters held
17
Latest value
$2.8M
Q3 2026
Peak value
$3.9M
First seen
Q4 2022
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2022 | $205K |
| Q1 2023 | $254K |
| Q2 2023 | $259K |
| Q3 2023 | $437K |
| Q4 2023 | $599K |
| Q1 2024 | $745K |
| Q2 2024 | $1.4M |
| Q3 2024 | $3M |
| Q4 2024 | $2.8M |
| Q1 2025 | $3.2M |
| Q2 2025 | $3.1M |
| Q3 2025 | $3.9M |
| Q4 2025 | $2.9M |
| Q1 2026 | $2.4M |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 140.5K | — | — |
| Q2 2026 | $2.8M | 129.1K | — | — |
| Q1 2026 | $2.6M | 157.8K | — | — |
| Q1 2026 | $2.4M | 143.7K | — | — |
| Q4 2025 | $2.9M | 178.4K | — | — |
| Q3 2025 | $3.9M | 203.9K | — | — |
| Q2 2025 | $3.1M | 177.1K | — | — |
| Q1 2025 | $3.2M | 157.1K | — | — |
| Q4 2024 | $2.8M | 138.0K | — | — |
| Q3 2024 | $3M | 131.0K | — | — |
| Q2 2024 | $1.4M | 72.1K | — | — |
| Q1 2024 | $745K | 39.7K | — | — |
| Q4 2023 | $599K | 30.3K | — | — |
| Q3 2023 | $437K | 23.8K | — | — |
| Q2 2023 | $259K | 12.9K | — | — |
| Q1 2023 | $254K | 11.6K | — | — |
| Q4 2022 | $205K | 8.2K | — | — |
Other funds holding DOC
$2.2B
$1.9B
$1.6B
$1.1B
$973.8M
$961.2M
$947.9M