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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 1,021 | $22.0K | 0.00% | +1,021 | New |
| Newbridge Financial Services Group, Inc. | 1,012 | $22.2K | 0.01% | +12+1.2% | Added |
| Carolinas Wealth Consulting LLC | 1,018 | $22.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,031 | $22.7K | 0.01% | +752+269.5% | Added |
| Clear Street Markets LLC | 1,073 | $24.0K | 0.01% | +528+96.9% | Added |
| Farther Finance Advisors, LLC | 1,145 | $25.2K | 0.01% | +165+16.8% | Added |
| HM Payson & Co | 1,200 | $26.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $26.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,226 | $26.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,274 | $28.0K | 0.00% | +1,274 | New |
| Princeton Global Asset Management LLC | 1,341 | $29.5K | 0.01% | +2+0.1% | Added |
| Disciplined Investments, LLC | 1,450 | $31.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,498 | $33.0K | 0.00% | −543−26.6% | Reduced |
| Horizon Bancorp Inc | 1,495 | $33.0K | 0.02% | −1−0.1% | Reduced |
| Belpointe Asset Management LLC | 1,587 | $34.9K | 0.00% | −574−26.6% | Reduced |
| NVWM, LLC | 1,600 | $35.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,610 | $35.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,652 | $36.3K | 0.00% | +750+83.1% | Added |
| Loomis Sayles & Co L P | 1,702 | $37.0K | 0.00% | +1,080+173.6% | Added |
| Orion Capital Management LLC | 1,700 | $37.3K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,712 | $37.6K | 0.00% | +1,712 | New |
| North Star Investment Management Corp. | 1,748 | $38.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,835 | $40.3K | 0.02% | +21+1.2% | Added |
| Duncker Streett & Co Inc | 1,950 | $42.8K | 0.01% | −4,225−68.4% | Reduced |
| Umb Bank N A | 1,969 | $43.3K | 0.00% | −950−32.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 4,000 | $50.0K | 0.01% | −7,605−65.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,310 | $50.8K | 0.00% | −1,582−40.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,326 | $51.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,358 | $51.8K | 0.01% | −155−6.2% | Reduced |
| S.A. Mason LLC | 2,420 | $53.2K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,507 | $55.1K | 0.02% | −20−0.8% | Reduced |
| Ofi Invest Asset Management | 1,217,599 | $55.4K | 0.29% | +1,217,599 | New |
| Accel Wealth Management | 2,684 | $59.0K | 0.02% | +460+20.7% | Added |
| Rosenberg Matthew Hamilton | 2,947 | $64.7K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,996 | $65.8K | 0.04% | −687−18.7% | Reduced |
| Brown Brothers Harriman & Co | 2,999 | $65.9K | 0.00% | +5+0.2% | Added |
| Addison Advisors LLC | 3,031 | $66.6K | 0.04% | +273+9.9% | Added |
| City State Bank | 3,235 | $71.0K | 0.04% | −150−4.4% | Reduced |
| Tobam | 3,370 | $74.0K | 0.00% | −1,123−25.0% | Reduced |
| Global Retirement Partners, LLC | 3,587 | $76.3K | 0.00% | +130+3.8% | Added |
| Quadrant Capital Group LLC | 3,720 | $81.7K | 0.01% | −2,741−42.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,803 | $83.5K | 0.00% | +565+17.4% | Added |
| Geneos Wealth Management Inc. | 3,862 | $84.9K | 0.01% | −92−2.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3,927 | $86.0K | 0.00% | −181−4.4% | Reduced |
| Mirova | 4,037 | $88.7K | 0.01% | +4,037 | New |
| Bokf, NA | 4,112 | $90.3K | 0.00% | −6,337−60.6% | Reduced |
| Whittier Trust Co | 4,192 | $92.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,479 | $98.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,834 | $106.2K | 0.00% | +1,646+51.6% | Added |
| TD Private Client Wealth LLC | 5,297 | $116.4K | 0.01% | −759−12.5% | Reduced |
| Motco | 5,305 | $116.6K | 0.01% | +225+4.4% | Added |
| AdvisorNet Financial, Inc | 5,342 | $117.4K | 0.01% | −117−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,963 | $131.0K | 0.01% | −322−5.1% | Reduced |
| Pinnacle Bancorp, Inc. | 6,059 | $133.1K | 0.05% | +125+2.1% | Added |
| Peoples Financial Services Corp. | 6,100 | $134.0K | 0.06% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6,507 | $143.0K | 0.03% | +1,174+22.0% | Added |
| Signaturefd, LLC | 6,779 | $148.9K | 0.00% | −2,298−25.3% | Reduced |
| Proequities, Inc. | 6,820 | $149.8K | 0.01% | −91−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,880 | $151.2K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 6,966 | $153.0K | 0.00% | +4,697+207.0% | Added |
| Horizon Investments, LLC | 7,352 | $159.2K | 0.00% | −2,215−23.2% | Reduced |
| Cowen Prime Advisors LLC | 8,000 | $176.0K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 8,439 | $185.4K | 0.01% | −2,599−23.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,843 | $194.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,331 | $205.0K | 0.03% | −1,457−13.5% | Reduced |
| Parkside Financial Bank & Trust | 9,377 | $206.0K | 0.06% | −342−3.5% | Reduced |
| Mystic Asset Management, Inc. | 9,400 | $206.5K | 0.11% | 00.0% | Unchanged |
| Regions Financial Corp | 9,446 | $207.0K | 0.00% | +411+4.5% | Added |
| Oak Thistle LLC | 9,456 | $207.7K | 0.12% | +9,456 | New |
| Coldstream Capital Management Inc | 9,493 | $208.6K | 0.01% | −2,090−18.0% | Reduced |
| Dover Advisors, LLC | 9,500 | $208.7K | 0.20% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 9,708 | $213.0K | 0.02% | −5,866−37.7% | Reduced |
| Allie Family Office LLC | 9,970 | $219.0K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,060 | $221.0K | 0.03% | +10,060 | New |
| Wendell David Associates Inc | 10,400 | $228.0K | 0.03% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 10,390 | $228.3K | 0.18% | +22+0.2% | Added |
| Fernwood Investment Management, LLC | 10,426 | $229.1K | 0.09% | −600−5.4% | Reduced |
| Centaurus Financial, Inc. | 10,485 | $230.0K | 0.02% | +1,098+11.7% | Added |
| Commerzbank Aktiengesellschaft | 10,473 | $231.0K | 0.01% | +10,473 | New |
| Raleigh Capital Management Inc. | 10,687 | $234.8K | 0.12% | +289+2.8% | Added |
| International Assets Investment Management, LLC | 10,748 | $236.1K | 0.03% | +10,748 | New |
| Vanderbilt University | 10,916 | $239.8K | 0.06% | +312+2.9% | Added |
| Gilbert & Cook, Inc. | 11,003 | $241.7K | 0.04% | +141+1.3% | Added |
| Mechanics Financial Corp | 11,079 | $243.4K | 0.14% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 11,147 | $244.9K | 0.00% | −803−6.7% | Reduced |
| Orion Portfolio Solutions, LLC | 11,147 | $244.9K | 0.00% | +11,147 | New |
| Stephens Inc | 11,495 | $252.6K | 0.00% | +737+6.9% | Added |
| Independent Financial Group, LLC | 11,555 | $253.9K | 0.02% | +3,395+41.6% | Added |
| Desjardins Global Asset Management Inc. | 11,548 | $254.0K | 0.03% | −1,203−9.4% | Reduced |
| BTC Capital Management, Inc. | 11,712 | $257.3K | 0.03% | −5,586−32.3% | Reduced |
| Virtue Capital Management, LLC | 12,659 | $262.9K | 0.04% | +696+5.8% | Added |
| Raymond James Trust N.A. | 12,239 | $268.0K | 0.01% | +2,511+25.8% | Added |
| Midwest Professional Planners, LTD. | 12,212 | $268.3K | 0.13% | −10,472−46.2% | Reduced |
| Hilltop Holdings Inc. | 12,226 | $268.5K | 0.04% | +1,444+13.4% | Added |
| Arete Wealth Advisors, LLC | 12,244 | $269.0K | 0.02% | +12,244 | New |
| Texas Yale Capital Corp. | 12,293 | $270.1K | 0.01% | +30.0% | Added |
| Pathway Financial Advisers, LLC | 12,549 | $275.7K | 0.11% | +304+2.5% | Added |
| Vestcor Inc | 12,799 | $281.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 13,002 | $285.7K | 0.00% | +13,002 | New |