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 $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return