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, Q1 2023
Institutional positions in Healthpeak Properties, Inc. as of Mar 31, 2023. 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
- 593
- −5 vs. Q4 2022
- Shares held
- 506.9M
- +2.68M (+0.5%) vs. Q4 2022
- Total value
- $11.2B
- −$1.50B (−11.8%) vs. Q4 2022
- New holders
- 60
- 246 more added
- Sold out
- 65
- 179 more reduced
14 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Values First Advisors, Inc. | 0 | $8 | 0.00% | 0 | New |
| Atlas Capital Advisors LLC | 7 | $153 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $286 | 0.00% | +13 | New |
| Versant Capital Management, Inc | 16 | $348 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $352 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $381 | 0.00% | −34−66.7% | Reduced |
| Global Financial Private Client, LLC | 22 | $478 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $712 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $769 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 36 | $790 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $791 | 0.00% | −226−86.3% | Reduced |
| Larson Financial Group LLC | 57 | $1.25K | 0.00% | +1+1.8% | Added |
| American National Bank | 61 | $1.34K | 0.00% | −1,361−95.7% | Reduced |
| TCI Wealth Advisors, Inc. | 64 | $1.41K | 0.00% | +53+481.8% | Added |
| Cassady Schiller Wealth Management, LLC | 71 | $1.56K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 76 | $2.00K | 0.00% | +5+7.0% | Added |
| KB Financial Partners, LLC | 73 | $2.00K | 0.00% | −16−18.0% | Reduced |
| Coston, McIsaac & Partners | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99 | $2.17K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.29K | 0.00% | −29−21.8% | Reduced |
| Sunbelt Securities, Inc. | 106 | $2.30K | 0.00% | +106 | New |
| Raffa Wealth Management, LLC | 117 | $2.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 122 | $2.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $3.08K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 153 | $3.36K | 0.00% | +144+1,600.0% | Added |
| HighMark Wealth Management LLC | 168 | $3.69K | 0.00% | +33+24.4% | Added |
| Carmichael Hill & Associates, Inc. | 192 | $4.22K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $4.39K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $4.39K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 200 | $4.39K | 0.00% | +200 | New |
| Creative Capital Management Investments LLC | 210 | $4.61K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $4.99K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.05K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $5.49K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 259 | $5.69K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $6.30K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 290 | $6.37K | 0.00% | +290 | New |
| Baldwin Brothers Inc | 300 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $6.59K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 310 | $6.81K | 0.00% | −31−9.1% | Reduced |
| Eagle Bay Advisors LLC | 312 | $6.86K | 0.00% | +272+680.0% | Added |
| Valley National Advisers Inc | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 319 | $7.01K | 0.00% | +319 | New |
| SRS Capital Advisors, Inc. | 326 | $7.15K | 0.00% | +17+5.5% | Added |
| Farmers & Merchants Investments Inc | 355 | $7.80K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 357 | $7.84K | 0.00% | −2−0.6% | Reduced |
| Earnest Partners LLC | 385 | $8.46K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 400 | $8.78K | 0.00% | +4+1.0% | Added |
| Sound Income Strategies, LLC | 404 | $8.88K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 408 | $8.96K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 413 | $9.00K | 0.01% | −1−0.2% | Reduced |
| Private Ocean, LLC | 410 | $9.01K | 0.00% | +72+21.3% | Added |
| GWM Advisors LLC | 418 | $9.19K | 0.00% | −500−54.5% | Reduced |
| Financial Freedom, LLC | 422 | $9.27K | 0.01% | +5+1.2% | Added |
| WealthPLAN Partners, LLC | 422 | $9.27K | 0.00% | +422 | New |
| Ellevest, Inc. | 459 | $10.1K | 0.00% | −43−8.6% | Reduced |
| BerganKDV Wealth Management, LLC | 463 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 470 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 479 | $10.5K | 0.00% | −406−45.9% | Reduced |
| Caldwell Trust Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 531 | $11.7K | 0.00% | +7+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 534 | $11.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 555 | $12.2K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 567 | $12.5K | 0.00% | +567 | New |
| Assetmark, Inc | 571 | $12.5K | 0.00% | −25−4.2% | Reduced |
| MV Capital Management, Inc. | 603 | $13.2K | 0.00% | +451+296.7% | Added |
| Optimum Investment Advisors | 630 | $13.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 645 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 645 | $14.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 651 | $14.3K | 0.00% | −855−56.8% | Reduced |
| HHM Wealth Advisors, LLC | 657 | $14.4K | 0.00% | +135+25.9% | Added |
| PSI Advisors, LLC | 670 | $14.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 678 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 700 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 700 | $15.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 706 | $15.5K | 0.00% | −60−7.8% | Reduced |
| Cohen & Steers, Inc. | 740 | $16.0K | 0.00% | −15,235,991−100.0% | Reduced |
| GHP Investment Advisors, Inc. | 755 | $16.6K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 775 | $17.0K | 0.02% | +8+1.0% | Added |
| Anchor Investment Management, LLC | 800 | $17.6K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $17.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 810 | $17.8K | 0.00% | −235−22.5% | Reduced |
| Armstrong Advisory Group, Inc | 810 | $17.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 503 | $18.0K | 0.00% | −1,276−71.7% | Reduced |
| Deseret Mutual Benefit Administrators | 897 | $19.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 901 | $19.8K | 0.00% | +386+75.0% | Added |
| Ronald Blue Trust, Inc. | 785 | $20.0K | 0.00% | +215+37.7% | Added |
| ICA Group Wealth Management, LLC | 943 | $20.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 980 | $21.5K | 0.00% | +617+170.0% | Added |
| Certified Advisory Corp | 995 | $21.9K | 0.00% | +995 | New |
| Iron Horse Wealth Management, LLC | 1,000 | $22.0K | 0.01% | 00.0% | Unchanged |