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, Q4 2021
Institutional positions in Healthpeak Properties, Inc. as of Dec 31, 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
- 614
- +41 vs. Q3 2021
- Shares held
- 518.3M
- +4.53M (+0.9%) vs. Q3 2021
- Total value
- $18.7B
- +$1.49B (+8.7%) vs. Q3 2021
- New holders
- 90
- 212 more added
- Sold out
- 49
- 206 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,200 | $43.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 1,231 | $43.0K | 0.00% | +43+3.6% | Added |
| Sargent Bickham Lagudis LLC | 1,152 | $42.0K | 0.00% | +7+0.6% | Added |
| Carolinas Wealth Consulting LLC | 1,095 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 1,122 | $40.0K | 0.00% | +1,122 | New |
| NEXT Financial Group, Inc | 1,070 | $38.0K | 0.00% | +405+60.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,053 | $38.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 924 | $33.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 923 | $33.0K | 0.01% | +94+11.3% | Added |
| Professional Financial Advisors, LLC | 850 | $31.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 828 | $30.0K | 0.00% | −105−11.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 837 | $30.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $29.0K | 0.02% | +800 | New |
| Seldon Capital LP | 757 | $27.0K | 0.02% | +757 | New |
| Tilia Fiduciary Partners, Inc. | 700 | $25.0K | 0.02% | +700 | New |
| Covington Capital Management | 659 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 608 | $22.0K | 0.00% | −26−4.1% | Reduced |
| Curi Capital | 624 | $22.0K | 0.00% | +624 | New |
| American State Bank (Iowa) | 608 | $21.9K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 600 | $21.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 557 | $20.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 540 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 535 | $19.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $19.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 521 | $19.0K | 0.00% | +117+29.0% | Added |
| Ancora Advisors, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 482 | $17.0K | 0.00% | −746−60.7% | Reduced |
| CoreCap Advisors, LLC | 472 | $17.0K | 0.00% | +472 | New |
| BCR Wealth Strategies, LLC | 480 | $17.0K | 0.02% | +480 | New |
| Lindbrook Capital, LLC | 446 | $16.0K | 0.00% | +29+7.0% | Added |
| Dark Forest Capital Management LP | 430 | $16.0K | 0.01% | +122+39.6% | Added |
| Reilly Financial Advisors, LLC | 420 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 413 | $15.0K | 0.00% | +200+93.9% | Added |
| Amplius Wealth Advisors, LLC | 432 | $15.0K | 0.00% | +432 | New |
| Howe & Rusling Inc | 381 | $14.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $14.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 400 | $14.0K | 0.00% | +400 | New |
| Widmann Financial Services, Inc. | 390 | $14.0K | 0.01% | +390 | New |
| Global Wealth Management Investment Advisory, Inc. | 360 | $13.0K | 0.00% | −1,000−73.5% | Reduced |
| Delta Asset Management LLC | 357 | $13.0K | 0.00% | −250−41.2% | Reduced |
| Gradient Investments LLC | 347 | $13.0K | 0.00% | +120+52.9% | Added |
| JNBA Financial Advisors | 374 | $13.0K | 0.00% | +374 | New |
| Retirement Planning Co of New England, Inc. | 380 | $13.0K | 0.01% | +380 | New |
| Prestige Wealth Management Group LLC | 319 | $12.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 331 | $12.0K | 0.00% | +40+13.7% | Added |
| Private Ocean, LLC | 337 | $12.0K | 0.00% | +139+70.2% | Added |
| Valley National Advisers Inc | 312 | $11.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 300 | $11.0K | 0.00% | −2−0.7% | Reduced |
| Allworth Financial LP | 277 | $10.0K | 0.00% | −87−23.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 290 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 270 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 268 | $10.0K | 0.01% | +268 | New |
| Smithfield Trust Co | 260 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 244 | $9.00K | 0.00% | −21−7.9% | Reduced |
| M&R Capital Management Inc | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $8.00K | 0.00% | −150−39.5% | Reduced |
| Lee Financial Co | 225 | $8.00K | 0.00% | +225 | New |
| BerganKDV Wealth Management, LLC | 184 | $7.00K | 0.00% | −2,577−93.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 192 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 200 | $7.00K | 0.00% | +53+36.1% | Added |
| Chilton Capital Management LLC | 199 | $7.00K | 0.00% | +199 | New |
| KRS Capital Management, LLC | 200 | $7.00K | 0.01% | +200 | New |
| 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 |
| Arlington Partners LLC | 177 | $6.00K | 0.00% | +177 | New |
| BDO Wealth Advisors, LLC | 127 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 131 | $5.00K | 0.00% | +131 | New |
| Pinnacle Bancorp, Inc. | 125 | $5.00K | 0.00% | +125 | New |
| Raffa Wealth Management, LLC | 117 | $4.22K | 0.00% | −6−4.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 113 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 122 | $4.00K | 0.00% | +15+14.0% | Added |
| Mascoma Wealth Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 108 | $4.00K | 0.00% | +108 | New |
| Exane Derivatives | 107 | $3.86K | 0.00% | −4,224−97.5% | Reduced |
| Eukles Asset Management | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 71 | $3.00K | 0.00% | −2−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 71 | $3.00K | 0.00% | +1+1.4% | Added |
| FSB Premier Wealth Management, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| KB Financial Partners, LLC | 89 | $3.00K | 0.00% | +89 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Shore Point Advisors, LLC | 77 | $3.00K | 0.00% | +77 | New |
| Karlinski Andrew C | 86 | $3.00K | 0.01% | +86 | New |
| Stephens Consulting, LLC | 78 | $2.81K | 0.00% | +78 | New |
| Oakworth Capital, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 56 | $2.00K | 0.00% | +56 | New |
| Addison Advisors LLC | 48 | $2.00K | 0.00% | +48 | New |
| Lenox Wealth Advisors, LLC | 36 | $1.00K | 0.00% | −117−76.5% | Reduced |
| 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 |