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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 12,659 | $262.9K | 0.04% | +696+5.8% | Added |
| BTC Capital Management, Inc. | 11,712 | $257.3K | 0.03% | −5,586−32.3% | Reduced |
| Desjardins Global Asset Management Inc. | 11,548 | $254.0K | 0.03% | −1,203−9.4% | Reduced |
| Independent Financial Group, LLC | 11,555 | $253.9K | 0.02% | +3,395+41.6% | Added |
| Stephens Inc | 11,495 | $252.6K | 0.00% | +737+6.9% | Added |
| 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 |
| Mechanics Financial Corp | 11,079 | $243.4K | 0.14% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 11,003 | $241.7K | 0.04% | +141+1.3% | Added |
| Vanderbilt University | 10,916 | $239.8K | 0.06% | +312+2.9% | Added |
| International Assets Investment Management, LLC | 10,748 | $236.1K | 0.03% | +10,748 | New |
| Raleigh Capital Management Inc. | 10,687 | $234.8K | 0.12% | +289+2.8% | Added |
| Commerzbank Aktiengesellschaft | 10,473 | $231.0K | 0.01% | +10,473 | New |
| Centaurus Financial, Inc. | 10,485 | $230.0K | 0.02% | +1,098+11.7% | Added |
| Fernwood Investment Management, LLC | 10,426 | $229.1K | 0.09% | −600−5.4% | Reduced |
| Woodward Diversified Capital, LLC | 10,390 | $228.3K | 0.18% | +22+0.2% | Added |
| Wendell David Associates Inc | 10,400 | $228.0K | 0.03% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 10,060 | $221.0K | 0.03% | +10,060 | New |
| Allie Family Office LLC | 9,970 | $219.0K | 0.16% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 9,708 | $213.0K | 0.02% | −5,866−37.7% | Reduced |
| Dover Advisors, LLC | 9,500 | $208.7K | 0.20% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,493 | $208.6K | 0.01% | −2,090−18.0% | Reduced |
| Oak Thistle LLC | 9,456 | $207.7K | 0.12% | +9,456 | New |
| Regions Financial Corp | 9,446 | $207.0K | 0.00% | +411+4.5% | Added |
| Mystic Asset Management, Inc. | 9,400 | $206.5K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9,377 | $206.0K | 0.06% | −342−3.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,331 | $205.0K | 0.03% | −1,457−13.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,843 | $194.3K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 8,439 | $185.4K | 0.01% | −2,599−23.5% | Reduced |
| Cowen Prime Advisors LLC | 8,000 | $176.0K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7,352 | $159.2K | 0.00% | −2,215−23.2% | Reduced |
| Federated Hermes, Inc. | 6,966 | $153.0K | 0.00% | +4,697+207.0% | Added |
| Ameritas Investment Partners, Inc. | 6,880 | $151.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 6,820 | $149.8K | 0.01% | −91−1.3% | Reduced |
| Signaturefd, LLC | 6,779 | $148.9K | 0.00% | −2,298−25.3% | Reduced |
| Benjamin Edwards Inc | 6,507 | $143.0K | 0.03% | +1,174+22.0% | Added |
| Peoples Financial Services Corp. | 6,100 | $134.0K | 0.06% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 6,059 | $133.1K | 0.05% | +125+2.1% | Added |
| Cary Street Partner Investment Advisory LLC | 5,963 | $131.0K | 0.01% | −322−5.1% | Reduced |
| AdvisorNet Financial, Inc | 5,342 | $117.4K | 0.01% | −117−2.1% | Reduced |
| Motco | 5,305 | $116.6K | 0.01% | +225+4.4% | Added |
| TD Private Client Wealth LLC | 5,297 | $116.4K | 0.01% | −759−12.5% | Reduced |
| Parallel Advisors, LLC | 4,834 | $106.2K | 0.00% | +1,646+51.6% | Added |
| Silvant Capital Management LLC | 4,479 | $98.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,192 | $92.1K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4,112 | $90.3K | 0.00% | −6,337−60.6% | Reduced |
| Mirova | 4,037 | $88.7K | 0.01% | +4,037 | New |
| Benjamin F. Edwards & Company, Inc. | 3,927 | $86.0K | 0.00% | −181−4.4% | Reduced |
| Geneos Wealth Management Inc. | 3,862 | $84.9K | 0.01% | −92−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,803 | $83.5K | 0.00% | +565+17.4% | Added |
| Quadrant Capital Group LLC | 3,720 | $81.7K | 0.01% | −2,741−42.4% | Reduced |
| Global Retirement Partners, LLC | 3,587 | $76.3K | 0.00% | +130+3.8% | Added |
| Tobam | 3,370 | $74.0K | 0.00% | −1,123−25.0% | Reduced |
| City State Bank | 3,235 | $71.0K | 0.04% | −150−4.4% | Reduced |
| Addison Advisors LLC | 3,031 | $66.6K | 0.04% | +273+9.9% | Added |
| Brown Brothers Harriman & Co | 2,999 | $65.9K | 0.00% | +5+0.2% | Added |
| Barrett & Company, Inc. | 2,996 | $65.8K | 0.04% | −687−18.7% | Reduced |
| Rosenberg Matthew Hamilton | 2,947 | $64.7K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 2,684 | $59.0K | 0.02% | +460+20.7% | Added |
| Ofi Invest Asset Management | 1,217,599 | $55.4K | 0.29% | +1,217,599 | New |
| Hexagon Capital Partners LLC | 2,507 | $55.1K | 0.02% | −20−0.8% | Reduced |
| S.A. Mason LLC | 2,420 | $53.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,358 | $51.8K | 0.01% | −155−6.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,326 | $51.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,310 | $50.8K | 0.00% | −1,582−40.6% | Reduced |
| Resources Management Corp | 4,000 | $50.0K | 0.01% | −7,605−65.5% | Reduced |
| Harvest Fund Management Co., Ltd | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,969 | $43.3K | 0.00% | −950−32.5% | Reduced |
| Duncker Streett & Co Inc | 1,950 | $42.8K | 0.01% | −4,225−68.4% | Reduced |
| Financial Perspectives, Inc | 1,835 | $40.3K | 0.02% | +21+1.2% | Added |
| North Star Investment Management Corp. | 1,748 | $38.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,712 | $37.6K | 0.00% | +1,712 | New |
| Orion Capital Management LLC | 1,700 | $37.3K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,702 | $37.0K | 0.00% | +1,080+173.6% | Added |
| First Horizon Advisors, Inc. | 1,652 | $36.3K | 0.00% | +750+83.1% | Added |
| Plante Moran Financial Advisors, LLC | 1,610 | $35.4K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,600 | $35.2K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,587 | $34.9K | 0.00% | −574−26.6% | Reduced |
| 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 |
| Disciplined Investments, LLC | 1,450 | $31.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,341 | $29.5K | 0.01% | +2+0.1% | Added |
| Creative Financial Designs Inc | 1,274 | $28.0K | 0.00% | +1,274 | New |
| Central Trust Co | 1,226 | $26.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 1,145 | $25.2K | 0.01% | +165+16.8% | Added |
| Clear Street Markets LLC | 1,073 | $24.0K | 0.01% | +528+96.9% | Added |
| Quarry LP | 1,031 | $22.7K | 0.01% | +752+269.5% | Added |
| Carolinas Wealth Consulting LLC | 1,018 | $22.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,012 | $22.2K | 0.01% | +12+1.2% | Added |
| Ameritas Advisory Services, LLC | 1,021 | $22.0K | 0.00% | +1,021 | New |
| Iron Horse Wealth Management, LLC | 1,000 | $22.0K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 995 | $21.9K | 0.00% | +995 | New |
| Spire Wealth Management | 980 | $21.5K | 0.00% | +617+170.0% | Added |
| ICA Group Wealth Management, LLC | 943 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 785 | $20.0K | 0.00% | +215+37.7% | Added |
| Glassman Wealth Services | 901 | $19.8K | 0.00% | +386+75.0% | Added |
| Deseret Mutual Benefit Administrators | 897 | $19.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 503 | $18.0K | 0.00% | −1,276−71.7% | Reduced |