BSTWA
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Blake Schutter Theil Wealth Advisors’s Healthpeak Properties DOC Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio DOC Stock Details DOC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$332K Hold
18,969
– – 0.38% 73
2025
Q1 		$384K Buy
18,969
+3,380
+22% +$68.3K 0.44% 75
2024
Q4 		$316K Buy
15,589
+3,696
+31% +$74.9K 0.33% 85
2024
Q3 		$272K Buy
+11,893
New +$272K 0.2% 125