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 |
|---|---|---|---|---|---|
| Sargent Bickham Lagudis LLC | 831 | $20.8K | 0.00% | −108−11.5% | Reduced |
| Armstrong Advisory Group, Inc | 810 | $20.3K | 0.00% | +810 | New |
| Anchor Investment Management, LLC | 800 | $20.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $20.1K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 781 | $19.6K | 0.00% | −3,491−81.7% | Reduced |
| EverSource Wealth Advisors, LLC | 766 | $19.2K | 0.00% | −528−40.8% | Reduced |
| WFA of San Diego, LLC | 765 | $19.2K | 0.01% | +765 | New |
| Johnson Midwest Financial, LLC | 767 | $19.0K | 0.07% | +49+6.8% | Added |
| Seldon Capital LP | 757 | $19.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 755 | $18.9K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 738 | $18.5K | 0.00% | +98+15.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 700 | $18.0K | 0.00% | +700 | New |
| Tilia Fiduciary Partners, Inc. | 700 | $17.5K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 678 | $17.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 670 | $16.8K | 0.01% | −5,316−88.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 645 | $16.2K | 0.00% | 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 |
| Optimum Investment Advisors | 630 | $15.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 596 | $14.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 573 | $14.4K | 0.00% | +573 | New |
| Money Concepts Capital Corp | 567 | $14.2K | 0.00% | +567 | New |
| Clear Street Markets LLC | 545 | $14.0K | 0.00% | +545 | New |
| Park Place Capital Corp | 555 | $14.0K | 0.00% | +555 | New |
| McElhenny Sheffield Capital Management, LLC | 541 | $13.6K | 0.01% | +541 | New |
| Sugarloaf Wealth Management, LLC | 534 | $13.4K | 0.00% | −1−0.2% | Reduced |
| Bell Investment Advisors, Inc | 524 | $13.1K | 0.00% | +18+3.6% | Added |
| HHM Wealth Advisors, LLC | 522 | $13.1K | 0.00% | +53+11.3% | Added |
| Ronald Blue Trust, Inc. | 570 | $13.0K | 0.00% | −113−16.5% | Reduced |
| Montag A & Associates Inc | 518 | $13.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 515 | $12.9K | 0.00% | −331−39.1% | Reduced |
| Heritage Wealth Management, LLC | 508 | $12.7K | 0.00% | +254+100.0% | Added |
| JFS Wealth Advisors, LLC | 506 | $12.7K | 0.00% | +506 | New |
| Ellevest, Inc. | 502 | $12.6K | 0.00% | −334−40.0% | Reduced |
| GWM Advisors LLC | 918 | $12.5K | 0.00% | +918 | New |
| Caldwell Trust Co | 500 | $12.5K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 470 | $12.0K | 0.00% | −28−5.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 468 | $11.7K | 0.01% | +468 | New |
| BerganKDV Wealth Management, LLC | 463 | $11.6K | 0.00% | −224−32.6% | Reduced |
| Financial Freedom, LLC | 417 | $10.5K | 0.01% | +417 | New |
| American State Bank (Iowa) | 408 | $10.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $10.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 414 | $10.0K | 0.01% | −30−6.8% | Reduced |
| First PREMIER Bank | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 396 | $9.93K | 0.00% | +156+65.0% | Added |
| Earnest Partners LLC | 385 | $9.65K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 377 | $9.45K | 0.00% | +147+63.9% | Added |
| Spire Wealth Management | 363 | $9.00K | 0.00% | +3+0.8% | Added |
| Colonial Trust Advisors | 359 | $9.00K | 0.00% | +359 | New |
| Farmers & Merchants Investments Inc | 355 | $8.90K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 349 | $8.75K | 0.00% | +349 | New |
| Zions Bancorporation, N.A. | 341 | $8.55K | 0.00% | −199−36.9% | Reduced |
| Private Ocean, LLC | 338 | $8.45K | 0.00% | +1+0.3% | Added |
| Valley National Advisers Inc | 312 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 310 | $7.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 309 | $7.75K | 0.00% | +1+0.3% | Added |
| Bellwether Advisors, LLC | 300 | $7.52K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $7.52K | 0.00% | +300 | New |
| Investors Research Corp | 287 | $7.20K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 260 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 279 | $7.00K | 0.01% | +279 | New |
| Sutton Wealth Advisors Inc. | 262 | $6.57K | 0.00% | +188+254.1% | Added |
| Piershale Financial Group, Inc. | 259 | $6.49K | 0.01% | +259 | New |
| Delta Asset Management LLC | 250 | $6.27K | 0.00% | +250 | New |
| M&R Capital Management Inc | 250 | $6.27K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.77K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $5.69K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $5.07K | 0.00% | +200 | New |
| Antonetti Capital Management LLC | 200 | $5.01K | 0.01% | 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 |
| Carmichael Hill & Associates, Inc. | 192 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 173 | $4.34K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 152 | $3.81K | 0.00% | −222−59.4% | Reduced |
| Prestige Wealth Management Group LLC | 140 | $3.51K | 0.00% | −161−53.5% | Reduced |
| HighMark Wealth Management LLC | 135 | $3.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 133 | $3.33K | 0.00% | −16−10.7% | Reduced |
| Abound Wealth Management | 126 | $3.17K | 0.00% | +92+270.6% | Added |
| Red Tortoise LLC | 122 | $3.06K | 0.00% | +122 | New |
| Capital Advisors, Ltd. LLC | 122 | $3.00K | 0.00% | +94+335.7% | Added |
| Raffa Wealth Management, LLC | 117 | $2.93K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.51K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99 | $2.48K | 0.00% | +99 | 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 |
| Cassady Schiller Wealth Management, LLC | 71 | $1.78K | 0.00% | +71 | New |
| Romano Brothers and Company | 58 | $1.45K | 0.00% | +58 | New |
| Larson Financial Group LLC | 56 | $1.40K | 0.00% | +56 | New |
| My Personal CFO, LLC | 55 | $1.38K | 0.00% | +55 | New |
| Glassy Mountain Advisors, Inc. | 54 | $1.35K | 0.00% | +54 | New |
| Key Financial Inc | 51 | $1.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $1.13K | 0.00% | +40+800.0% | Added |
| Eagle Bay Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |