Walled Lake Planning & Wealth Management’s Healthpeak Properties DOC Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-271	Closed	-$9K	–	155
2021 Q3	$9K	Buy	271 +2	+0.7%	+$71	0.01%	262
2021 Q2	$9K	Buy	269 +2	+0.7%	+$67	0.01%	247
2021 Q1	$8K	Buy	267 +3	+1%	+$91	0.01%	245
2020 Q4	$8K	Buy	264 +3	+1%	+$87	0.01%	221
2020 Q3	$7K	Buy	261 +4	+2%	+$110	0.01%	236
2020 Q2	$7K	Buy	257 +4	+2%	+$102	0.01%	226
2020 Q1	$6K	Buy	253 +3	+1%	+$98	0.01%	215
2019 Q4	$9K	Buy	+250	New	+$8.75K	0.01%	205

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

Norges Bank Oslo, Norway $1T AUM

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

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

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's DOC Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Healthpeak Properties (DOC) in Q4 2021, closing a stake of 271 shares — an estimated $9K sold.

Walled Lake Planning & Wealth Management first reported a position in DOC in Q4 2019 and held it in 8 quarters. The position peaked at $9K in Q3 2021. 615 funds tracked by Wall St. Rank hold DOC as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Healthpeak Properties position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 271 Healthpeak Properties shares in Q4 2021, an estimated $9K.
Walled Lake Planning & Wealth Management first reported a position in Healthpeak Properties in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Healthpeak Properties position peaked at $9K in Q3 2021.
615 funds tracked by Wall St. Rank held Healthpeak Properties as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.