Healthpeak Properties, Inc.
DOC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000765880
No open-market purchases or sales by Healthpeak Properties, Inc. insiders were filed in the last 90 days; 763 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Healthpeak Properties, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 584
- −11 vs. Q1 2021
- Shares held
- 512.2M
- −7.50M (−1.4%) vs. Q1 2021
- Total value
- $17.1B
- +$558.8M (+3.4%) vs. Q1 2021
- New holders
- 53
- 217 more added
- Sold out
- 64
- 198 more reduced
6 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DOC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 763 | $14.1B |
| Q1 2026 | 760 | $11.2B |
| Q4 2025 | 771 | $10.7B |
| Q3 2025 | 751 | $12.5B |
| Q2 2025 | 736 | $11.4B |
| Q1 2025 | 757 | $13.4B |
| Q4 2024 | 762 | $13.1B |
| Q3 2024 | 736 | $14.7B |
| Q2 2024 | 709 | $12.6B |
| Q1 2024 | 679 | $12.1B |
| Q4 2023 | 615 | $10.1B |
| Q3 2023 | 586 | $9.41B |
| Q2 2023 | 611 | $10.3B |
| Q1 2023 | 593 | $11.2B |
| Q4 2022 | 612 | $12.7B |
| Q3 2022 | 590 | $11.7B |
| Q2 2022 | 614 | $13.3B |
| Q1 2022 | 629 | $18.1B |
| Q4 2021 | 614 | $18.7B |
| Q3 2021 | 580 | $17.2B |
| Q2 2021 | 584 | $17.1B |
| Q1 2021 | 601 | $16.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 5 | $0 | 0.00% | −18−78.3% | Reduced |
| USA Financial Portformulas Corp | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 11 | $0 | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 7 | $233 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 22 | $733 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 25 | $832 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Wagner Wealth Management, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Financial Management Professionals, Inc. | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $2.00K | 0.00% | +70 | New |
| Baldwin Brothers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 86 | $3.00K | 0.00% | +1+1.2% | Added |
| KB Financial Partners, LLC | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 97 | $3.00K | 0.00% | +96+9,600.0% | Added |
| Eukles Asset Management | 86 | $3.00K | 0.00% | +86 | New |
| Raffa Wealth Management, LLC | 117 | $3.90K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 72 | $4.00K | 0.00% | +72 | New |
| Lenox Wealth Advisors, LLC | 153 | $5.00K | 0.00% | −215−58.4% | Reduced |
| Jacobi Capital Management LLC | 150 | $5.00K | 0.00% | −113−43.0% | Reduced |
| Ade, LLC | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $6.00K | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 173 | $6.00K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $7.00K | 0.00% | −1,000−83.3% | Reduced |
| Heritage Wealth Management, LLC | 200 | $7.00K | 0.00% | −175−46.7% | Reduced |
| Zions Bancorporation, N.A. | 213 | $7.00K | 0.00% | −10−4.5% | Reduced |
| Private Ocean, LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 250 | $8.00K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $8.00K | 0.00% | +27+13.5% | Added |
| Massmutual Trust Co FSB | 240 | $8.00K | 0.00% | +173+258.2% | Added |
| Bellwether Advisors, LLC | 300 | $9.00K | 0.00% | −100−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $9.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 269 | $9.00K | 0.01% | +2+0.7% | Added |
| Valley National Advisers Inc | 312 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 302 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 291 | $10.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 290 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $10.0K | 0.00% | +288 | New |
| Prestige Wealth Management Group LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 350 | $12.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 376 | $12.0K | 0.00% | +376 | New |
| Sound Income Strategies, LLC | 404 | $13.0K | 0.00% | −116−22.3% | Reduced |
| Global Trust Asset Management, LLC | 380 | $13.0K | 0.01% | −130−25.5% | Reduced |
| Earnest Partners LLC | 385 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 381 | $13.0K | 0.00% | +309+429.2% | Added |
| First PREMIER Bank | 400 | $13.0K | 0.00% | +400 | New |
| Reilly Financial Advisors, LLC | 420 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 439 | $15.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 459 | $15.0K | 0.01% | +459 | New |
| Montag A & Associates Inc | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 500 | $17.0K | 0.01% | +500 | New |
| First Horizon Advisors, Inc. | 537 | $18.0K | 0.00% | −51−8.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 535 | $18.0K | 0.00% | +1+0.2% | Added |
| Caldwell Trust Co | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 607 | $20.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 608 | $20.2K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 626 | $21.0K | 0.00% | −5,987−90.5% | Reduced |
| First Horizon Corp | 631 | $21.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 650 | $22.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 736 | $25.0K | 0.00% | +226+44.3% | Added |
| Spire Wealth Management | 781 | $26.0K | 0.00% | −780−50.0% | Reduced |
| Glassman Wealth Services | 789 | $26.0K | 0.01% | +53+7.2% | Added |
| Professional Financial Advisors, LLC | 850 | $29.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 905 | $30.0K | 0.00% | +153+20.3% | Added |
| Corbenic Partners LLC | 924 | $31.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 930 | $31.0K | 0.00% | +46+5.2% | Added |
| HHM Wealth Advisors, LLC | 1,000 | $33.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,052 | $35.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,094 | $36.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,095 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,139 | $38.0K | 0.00% | +7+0.6% | Added |
| Brendel Financial Advisors LLC | 1,184 | $39.0K | 0.02% | +1,184 | New |
| Markston International LLC | 1,200 | $40.0K | 0.02% | −2,050−63.1% | Reduced |
| Anchor Investment Management, LLC | 1,300 | $43.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,334 | $44.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 1,360 | $45.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 1,349 | $45.0K | 0.03% | +1,349 | New |
| AdvisorNet Financial, Inc | 1,386 | $46.0K | 0.00% | −8−0.6% | Reduced |