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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 810 | $17.8K | 0.00% | −235−22.5% | Reduced |
| Armstrong Advisory Group, Inc | 810 | $17.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 800 | $17.6K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $17.6K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 775 | $17.0K | 0.02% | +8+1.0% | Added |
| GHP Investment Advisors, Inc. | 755 | $16.6K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 740 | $16.0K | 0.00% | −15,235,991−100.0% | Reduced |
| EverSource Wealth Advisors, LLC | 706 | $15.5K | 0.00% | −60−7.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 700 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 700 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 678 | $14.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 670 | $14.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 657 | $14.4K | 0.00% | +135+25.9% | Added |
| CVA Family Office, LLC | 651 | $14.3K | 0.00% | −855−56.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 645 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 645 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 630 | $13.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 603 | $13.2K | 0.00% | +451+296.7% | Added |
| Assetmark, Inc | 571 | $12.5K | 0.00% | −25−4.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 567 | $12.5K | 0.00% | +567 | New |
| Park Place Capital Corp | 555 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 534 | $11.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 531 | $11.7K | 0.00% | +7+1.3% | Added |
| Montag A & Associates Inc | 518 | $11.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 479 | $10.5K | 0.00% | −406−45.9% | Reduced |
| Cambridge Trust Co | 470 | $10.3K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 463 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 459 | $10.1K | 0.00% | −43−8.6% | Reduced |
| WealthPLAN Partners, LLC | 422 | $9.27K | 0.00% | +422 | New |
| Financial Freedom, LLC | 422 | $9.27K | 0.01% | +5+1.2% | Added |
| GWM Advisors LLC | 418 | $9.19K | 0.00% | −500−54.5% | Reduced |
| Private Ocean, LLC | 410 | $9.01K | 0.00% | +72+21.3% | Added |
| First PREMIER Bank | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 413 | $9.00K | 0.01% | −1−0.2% | Reduced |
| American State Bank (Iowa) | 408 | $8.96K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $8.88K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 400 | $8.78K | 0.00% | +4+1.0% | Added |
| Earnest Partners LLC | 385 | $8.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 357 | $7.84K | 0.00% | −2−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 355 | $7.80K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 326 | $7.15K | 0.00% | +17+5.5% | Added |
| WealthPlan Investment Management, LLC | 319 | $7.01K | 0.00% | +319 | New |
| Valley National Advisers Inc | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 312 | $6.86K | 0.00% | +272+680.0% | Added |
| Zions Bancorporation, N.A. | 310 | $6.81K | 0.00% | −31−9.1% | Reduced |
| Baldwin Brothers Inc | 300 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 300 | $6.59K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 290 | $6.37K | 0.00% | +290 | New |
| Investors Research Corp | 287 | $6.30K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 288 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 259 | $5.69K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $5.49K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.05K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 227 | $4.99K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $4.61K | 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 |
| Pacifica Partners Inc. | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 192 | $4.22K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 168 | $3.69K | 0.00% | +33+24.4% | Added |
| Baker Avenue Asset Management, LP | 153 | $3.36K | 0.00% | +144+1,600.0% | Added |
| Prestige Wealth Management Group LLC | 140 | $3.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $2.78K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 122 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 117 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 106 | $2.30K | 0.00% | +106 | New |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.29K | 0.00% | −29−21.8% | Reduced |
| Pinnacle Financial Partners Inc | 99 | $2.17K | 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 |
| Eukles Asset Management | 86 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.56K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 64 | $1.41K | 0.00% | +53+481.8% | Added |
| American National Bank | 61 | $1.34K | 0.00% | −1,361−95.7% | Reduced |
| Larson Financial Group LLC | 57 | $1.25K | 0.00% | +1+1.8% | Added |
| Sutton Wealth Advisors Inc. | 36 | $791 | 0.00% | −226−86.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 36 | $790 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 35 | $769 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $712 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $478 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $381 | 0.00% | −34−66.7% | Reduced |
| Archer Investment Corp | 16 | $352 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $348 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $286 | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 7 | $153 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $8 | 0.00% | 0 | New |
| 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 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −25−96.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −1,243,219−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −902,763−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −632,081−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −609,572−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −500,900−100.0% | Sold out |
| JLP Asset Management, LLC | 0 | $0 | 0.00% | −267,200−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −200,600−100.0% | Sold out |