Kerntke Otto McGlone Wealth Management Group’s Healthpeak Properties DOC Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-7,614	Closed	-$207K	–	124
2020 Q3	$207K	Sell	7,614 -2,980	-28%	-$81.7K	0.15%	99
2020 Q2	$292K	Buy	10,594 +100	+1%	+$2.55K	0.27%	76
2020 Q1	$250K	Buy	10,494 +166	+2%	+$5.41K	0.28%	68
2019 Q4	$356K	Buy	+10,328	New	+$361K	0.3%	68

Other funds holding DOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's DOC Position: Q4 2020 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Healthpeak Properties (DOC) in Q4 2020, closing a stake of 7,614 shares — an estimated $207K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in DOC in Q4 2019 and held it in 4 quarters. The position peaked at $356K in Q4 2019. 594 funds tracked by Wall St. Rank hold DOC as of Q4 2020.

Kerntke Otto McGlone Wealth Management Group reported no remaining Healthpeak Properties position as of Q4 2020 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 7,614 Healthpeak Properties shares in Q4 2020, an estimated $207K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Healthpeak Properties in Q4 2019 and held it in 4 quarters.
Kerntke Otto McGlone Wealth Management Group's Healthpeak Properties position peaked at $356K in Q4 2019.
594 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2020.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q4 2020, filed 12 Feb 2021.