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 2022
Institutional positions in Healthpeak Properties, Inc. as of Sep 30, 2022. 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
- 590
- −13 vs. Q2 2022
- Shares held
- 511.4M
- +268.2K (+0.1%) vs. Q2 2022
- Total value
- $11.7B
- −$1.52B (−11.5%) vs. Q2 2022
- New holders
- 52
- 237 more added
- Sold out
- 65
- 184 more reduced
11 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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 2022
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gould Capital, LLC | 800 | $18.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 683 | $18.0K | 0.00% | +190+38.5% | Added |
| GHP Investment Advisors, Inc. | 755 | $17.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 757 | $17.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 718 | $16.0K | 0.06% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 700 | $16.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 687 | $16.0K | 0.00% | +101+17.2% | Added |
| Bartlett & Co. LLC | 645 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 640 | $15.0K | 0.00% | +76+13.5% | Added |
| CVA Family Office, LLC | 661 | $15.0K | 0.00% | +86+15.0% | Added |
| Annapolis Financial Services, LLC | 640 | $15.0K | 0.01% | +640 | New |
| Bartlett & Co. Wealth Management LLC | 645 | $14.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 630 | $14.0K | 0.01% | −1,500−70.4% | Reduced |
| Assetmark, Inc | 596 | $14.0K | 0.00% | +39+7.0% | Added |
| Loomis Sayles & Co L P | 622 | $14.0K | 0.00% | +163+35.5% | Added |
| First Horizon Advisors, Inc. | 548 | $13.0K | 0.00% | −485−47.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 535 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 540 | $12.0K | 0.00% | +208+62.7% | Added |
| Bell Investment Advisors, Inc | 506 | $12.0K | 0.00% | +444+716.1% | Added |
| Caldwell Trust Co | 500 | $11.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 469 | $11.0K | 0.00% | −531−53.1% | Reduced |
| Cambridge Trust Co | 498 | $11.0K | 0.00% | −272−35.3% | Reduced |
| Riverview Trust Co | 500 | $11.0K | 0.01% | +22+4.6% | Added |
| Group One Trading, L.P. | 500 | $11.0K | 0.00% | +500 | New |
| Covestor Ltd | 444 | $10.0K | 0.01% | −30−6.3% | Reduced |
| TCI Wealth Advisors, Inc. | 418 | $10.0K | 0.00% | −12−2.8% | Reduced |
| American State Bank (Iowa) | 408 | $9.35K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $9.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 374 | $9.00K | 0.00% | +53+16.5% | Added |
| Spire Wealth Management | 360 | $8.00K | 0.00% | −374−51.0% | Reduced |
| Farmers & Merchants Investments Inc | 355 | $8.00K | 0.00% | +65+22.4% | Added |
| Valley National Advisers Inc | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 337 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 301 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 308 | $7.00K | 0.00% | +236+327.8% | Added |
| Activest Wealth Management | 310 | $7.00K | 0.00% | +310 | New |
| Iron Horse Wealth Management, LLC | 250 | $6.00K | 0.01% | −1,000−80.0% | Reduced |
| Smithfield Trust Co | 260 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 240 | $6.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 254 | $6.00K | 0.00% | +54+27.0% | Added |
| Quent Capital, LLC | 240 | $6.00K | 0.00% | +100+71.4% | Added |
| M&R Capital Management Inc | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $5.00K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Dark Forest Capital Management LP | 230 | $5.00K | 0.00% | +230 | New |
| Clearstead Advisors, LLC | 168 | $4.00K | 0.00% | −314−65.1% | Reduced |
| McMillion Capital Management Inc | 190 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 192 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 166 | $4.00K | 0.00% | −7−4.0% | Reduced |
| Bogart Wealth, LLC | 173 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 149 | $3.00K | 0.00% | +45+43.3% | Added |
| HighMark Wealth Management LLC | 135 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 117 | $2.68K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 83 | $2.00K | 0.00% | −283−77.3% | Reduced |
| Allworth Financial LP | 81 | $2.00K | 0.00% | −65−44.5% | Reduced |
| Financial Management Professionals, Inc. | 71 | $2.00K | 0.00% | −85−54.5% | Reduced |
| Mascoma Wealth Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 74 | $1.70K | 0.00% | +40+117.6% | Added |
| Front Row Advisors LLC | 22 | $1.00K | 0.00% | −66−75.0% | Reduced |
| Eagle Bay Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 28 | $1.00K | 0.00% | −7−20.0% | Reduced |
| Versant Capital Management, Inc | 34 | $1.00K | 0.00% | +10+41.7% | Added |
| Core Alternative Capital | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $788 | 0.00% | +34 | New |
| Global Financial Private Client, LLC | 22 | $523 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $367 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $160 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 33 | $0 | 0.00% | +17+106.3% | Added |
| USA Financial Portformulas Corp | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −763,905−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −397,383−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −343,713−100.0% | Sold out |
| B&I Capital AG | 0 | $0 | 0.00% | −291,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −237,900−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −193,336−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −168,969−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −103,911−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −43,738−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −41,194−100.0% | Sold out |