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, Q3 2021
Institutional positions in Healthpeak Properties, Inc. as of Sep 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
- 580
- +3 vs. Q2 2021
- Shares held
- 513.8M
- +2.11M (+0.4%) vs. Q2 2021
- Total value
- $17.2B
- +$170.3M (+1.0%) vs. Q2 2021
- New holders
- 43
- 219 more added
- Sold out
- 40
- 197 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 634 | $22.0K | 0.00% | +97+18.1% | Added |
| NEXT Financial Group, Inc | 665 | $22.0K | 0.00% | +226+51.5% | Added |
| American State Bank (Iowa) | 608 | $20.4K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $20.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 607 | $20.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 557 | $19.0K | 0.00% | −69−11.0% | Reduced |
| Koshinski Asset Management, Inc. | 540 | $18.1K | 0.00% | +540 | New |
| Sugarloaf Wealth Management, LLC | 535 | $18.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 420 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 417 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 381 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $13.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 380 | $13.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 348 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 364 | $12.0K | 0.00% | +364 | New |
| Prestige Wealth Management Group LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 291 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Graves-Light Private Wealth Management, Inc. | 290 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $10.0K | 0.01% | +300 | New |
| Gerber Kawasaki Wealth & Investment Management | 300 | $10.0K | 0.00% | +300 | New |
| Dark Forest Capital Management LP | 308 | $10.0K | 0.00% | +308 | New |
| Smithfield Trust Co | 260 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $9.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 271 | $9.00K | 0.01% | +2+0.7% | Added |
| Meridian Wealth Partners, LLC | 276 | $9.00K | 0.00% | +276 | New |
| Bell Investment Advisors, Inc | 265 | $9.00K | 0.00% | +265 | New |
| M&R Capital Management Inc | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 198 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 213 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 200 | $7.00K | 0.00% | – | – |
| Whittier Trust Co of Nevada Inc | 166 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 173 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 192 | $6.00K | 0.00% | +85+79.4% | Added |
| Capstone Investment Advisors, LLC | 192 | $6.00K | 0.00% | +192 | New |
| Lenox Wealth Advisors, LLC | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ade, LLC | 152 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 147 | $5.00K | 0.00% | +147 | New |
| Raffa Wealth Management, LLC | 123 | $4.12K | 0.00% | +6+5.1% | Added |
| BDO Wealth Advisors, LLC | 127 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 113 | $4.00K | 0.00% | +10+9.7% | Added |
| HighMark Wealth Management LLC | 107 | $4.00K | 0.00% | +107 | New |
| Baldwin Brothers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 87 | $3.00K | 0.00% | +1+1.2% | Added |
| Mascoma Wealth Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Red Tortoise LLC | 122 | $3.00K | 0.00% | +122 | New |
| Financial Management Professionals, Inc. | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 55 | $2.00K | 0.00% | −10−15.4% | Reduced |
| Key Financial Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 72 | $2.00K | 0.00% | +72 | New |
| 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 |
| TFC Financial Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 25 | $837 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $746 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $536 | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 7 | $234 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1 | $0 | 0.00% | −96−99.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $0 | 0.00% | +8+160.0% | Added |
| Ranger Global Real Estate Advisors, LLC | 0 | $0 | 0.00% | −615,192−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −270,849−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −200,400−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −174,830−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −110,950−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −104,070−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −42,980−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −39,533−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −39,443−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −37,021−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −25,035−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −23,007−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −16,522−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −15,787−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −14,872−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −14,555−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,334−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −13,431−100.0% | Sold out |