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 2022
Institutional positions in Healthpeak Properties, Inc. as of Dec 31, 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
- 612
- +33 vs. Q3 2022
- Shares held
- 506.6M
- −1.14M (−0.2%) vs. Q3 2022
- Total value
- $12.7B
- +$1.09B (+9.4%) vs. Q3 2022
- New holders
- 91
- 244 more added
- Sold out
- 58
- 184 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 10 | $0 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 7 | $175 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 25 | $199 | 0.00% | +25 | New |
| Baker Avenue Asset Management, LP | 9 | $226 | 0.00% | +9 | New |
| TCI Wealth Advisors, Inc. | 11 | $276 | 0.00% | −407−97.4% | Reduced |
| Versant Capital Management, Inc | 16 | $401 | 0.00% | −18−52.9% | Reduced |
| Archer Investment Corp | 16 | $401 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $552 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $812 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $877 | 0.00% | +35 | New |
| Whittier Trust Co of Nevada Inc | 36 | $902 | 0.00% | −130−78.3% | Reduced |
| MCF Advisors LLC | 37 | $928 | 0.00% | +37 | New |
| Thompson Siegel & Walmsley LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $1.00K | 0.00% | +25+2,500.0% | Added |
| Eagle Bay Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $1.13K | 0.00% | +40+800.0% | Added |
| Key Financial Inc | 51 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 54 | $1.35K | 0.00% | +54 | New |
| My Personal CFO, LLC | 55 | $1.38K | 0.00% | +55 | New |
| Larson Financial Group LLC | 56 | $1.40K | 0.00% | +56 | New |
| Romano Brothers and Company | 58 | $1.45K | 0.00% | +58 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $1.78K | 0.00% | +71 | New |
| Financial Management Professionals, Inc. | 71 | $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 |
| Coston, McIsaac & Partners | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99 | $2.48K | 0.00% | +99 | New |
| Mascoma Wealth Management LLC | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 117 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 122 | $3.00K | 0.00% | +94+335.7% | Added |
| Red Tortoise LLC | 122 | $3.06K | 0.00% | +122 | New |
| Abound Wealth Management | 126 | $3.17K | 0.00% | +92+270.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 133 | $3.33K | 0.00% | −16−10.7% | Reduced |
| HighMark Wealth Management LLC | 135 | $3.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $3.51K | 0.00% | −161−53.5% | Reduced |
| MV Capital Management, Inc. | 152 | $3.81K | 0.00% | −222−59.4% | Reduced |
| Bogart Wealth, LLC | 173 | $4.34K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 192 | $4.81K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 190 | $5.00K | 0.00% | +108+131.7% | Added |
| Creative Capital Management Investments LLC | 210 | $5.00K | 0.00% | +210 | New |
| Antonetti Capital Management LLC | 200 | $5.01K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $5.07K | 0.00% | +200 | New |
| Gradient Investments LLC | 227 | $5.69K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.77K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 250 | $6.27K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $6.27K | 0.00% | +250 | New |
| Piershale Financial Group, Inc. | 259 | $6.49K | 0.01% | +259 | New |
| Sutton Wealth Advisors Inc. | 262 | $6.57K | 0.00% | +188+254.1% | Added |
| Quarry LP | 279 | $7.00K | 0.01% | +279 | New |
| Tradition Wealth Management, LLC | 288 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $7.20K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $7.52K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $7.52K | 0.00% | +300 | New |
| SRS Capital Advisors, Inc. | 309 | $7.75K | 0.00% | +1+0.3% | Added |
| Activest Wealth Management | 310 | $7.77K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 338 | $8.45K | 0.00% | +1+0.3% | Added |
| Zions Bancorporation, N.A. | 341 | $8.55K | 0.00% | −199−36.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 349 | $8.75K | 0.00% | +349 | New |
| Farmers & Merchants Investments Inc | 355 | $8.90K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 359 | $9.00K | 0.00% | +359 | New |
| Spire Wealth Management | 363 | $9.00K | 0.00% | +3+0.8% | Added |
| Dark Forest Capital Management LP | 377 | $9.45K | 0.00% | +147+63.9% | Added |
| Earnest Partners LLC | 385 | $9.65K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 396 | $9.93K | 0.00% | +156+65.0% | Added |
| Covestor Ltd | 414 | $10.0K | 0.01% | −30−6.8% | Reduced |
| First PREMIER Bank | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $10.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 408 | $10.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 417 | $10.5K | 0.01% | +417 | New |
| BerganKDV Wealth Management, LLC | 463 | $11.6K | 0.00% | −224−32.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 468 | $11.7K | 0.01% | +468 | New |
| Cambridge Trust Co | 470 | $12.0K | 0.00% | −28−5.6% | Reduced |
| Caldwell Trust Co | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 918 | $12.5K | 0.00% | +918 | New |
| Ellevest, Inc. | 502 | $12.6K | 0.00% | −334−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 506 | $12.7K | 0.00% | +506 | New |
| Heritage Wealth Management, LLC | 508 | $12.7K | 0.00% | +254+100.0% | Added |
| Glassman Wealth Services | 515 | $12.9K | 0.00% | −331−39.1% | Reduced |
| Montag A & Associates Inc | 518 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 570 | $13.0K | 0.00% | −113−16.5% | Reduced |
| HHM Wealth Advisors, LLC | 522 | $13.1K | 0.00% | +53+11.3% | Added |
| Bell Investment Advisors, Inc | 524 | $13.1K | 0.00% | +18+3.6% | Added |
| Sugarloaf Wealth Management, LLC | 534 | $13.4K | 0.00% | −1−0.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 541 | $13.6K | 0.01% | +541 | New |
| Clear Street Markets LLC | 545 | $14.0K | 0.00% | +545 | New |
| Park Place Capital Corp | 555 | $14.0K | 0.00% | +555 | New |
| Money Concepts Capital Corp | 567 | $14.2K | 0.00% | +567 | New |
| CoreCap Advisors, LLC | 573 | $14.4K | 0.00% | +573 | New |
| Assetmark, Inc | 596 | $14.9K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 630 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 645 | $16.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 622 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 645 | $16.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 670 | $16.8K | 0.01% | −5,316−88.8% | Reduced |
| Beacon Capital Management, LLC | 678 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 700 | $17.5K | 0.02% | 00.0% | Unchanged |