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Pasadena Private Wealth, LLC

SEC CIK
0001760578
Latest filing
Aug 10, 2026

DOC holding history

Healthpeak Properties, Inc. in every 13F filed by Pasadena Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DOC overviewAll 13F holders of DOCFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of DOC by Pasadena Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−15,216−100.0%Sold outHolders
Q3 202415,216$348.0K0.1%−834−5.2%ReducedHolders
Q2 202416,050$314.6K0.1%−4,826−23.1%ReducedHolders
Q1 202420,876$391.4K0.1%−925−4.2%ReducedHolders
Q4 202321,801$431.7K0.1%+21,801NewHolders