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, Q2 2023
Institutional positions in Healthpeak Properties, Inc. as of Jun 30, 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
- 611
- +21 vs. Q1 2023
- Shares held
- 512.8M
- +6.04M (+1.2%) vs. Q1 2023
- Total value
- $10.3B
- −$832.6M (−7.4%) vs. Q1 2023
- New holders
- 69
- 232 more added
- Sold out
- 48
- 218 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bollard Group LLC | 9 | $0 | 0.00% | −19,466−100.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $0 | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 7 | $140 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $160 | 0.00% | +20 | New |
| Credit Agricole S A | 12 | $241 | 0.00% | −8,427−99.9% | Reduced |
| USA Financial Portformulas Corp | 13 | $261 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $322 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $349 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $453 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 25 | $503 | 0.00% | −11−30.6% | Reduced |
| Venturi Wealth Management, LLC | 27 | $543 | 0.00% | +27 | New |
| Baker Avenue Asset Management, LP | 28 | $563 | 0.00% | −125−81.7% | Reduced |
| Versant Capital Management, Inc | 28 | $563 | 0.00% | +12+75.0% | Added |
| Whittier Trust Co of Nevada Inc | 36 | $723 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $1.00K | 0.00% | −9−11.8% | Reduced |
| KB Financial Partners, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 28 | $1.00K | 0.00% | +16+133.3% | Added |
| American National Bank | 61 | $1.23K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 62 | $1.25K | 0.00% | +30+93.8% | Added |
| Cherry Tree Wealth Management, LLC | 67 | $1.35K | 0.00% | +67 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $1.43K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.57K | 0.00% | +78 | New |
| Eukles Asset Management | 86 | $1.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99 | $1.99K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 107 | $2.14K | 0.00% | +1+0.9% | Added |
| St. Johns Investment Management Company, LLC | 110 | $2.21K | 0.00% | +110 | New |
| Raffa Wealth Management, LLC | 117 | $2.35K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 170 | $3.00K | 0.00% | +170 | New |
| Abound Wealth Management | 156 | $3.13K | 0.00% | +30+23.8% | Added |
| Headlands Technologies LLC | 161 | $3.24K | 0.00% | +161 | New |
| HighMark Wealth Management LLC | 168 | $3.38K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 190 | $3.82K | 0.00% | +190 | New |
| Carmichael Hill & Associates, Inc. | 192 | $3.86K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $4.02K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $4.02K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $4.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 211 | $4.25K | 0.00% | +154+270.2% | Added |
| Global Trust Asset Management, LLC | 230 | $4.62K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 244 | $4.90K | 0.00% | +244 | New |
| Cohen & Steers, Inc. | 232 | $5.00K | 0.00% | −508−68.6% | Reduced |
| Delta Asset Management LLC | 250 | $5.03K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 255 | $5.13K | 0.00% | +115+82.1% | Added |
| Piershale Financial Group, Inc. | 259 | $5.21K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 262 | $5.27K | 0.00% | +35+15.4% | Added |
| Private Ocean, LLC | 271 | $5.45K | 0.00% | −139−33.9% | Reduced |
| Zions Bancorporation, N.A. | 286 | $5.75K | 0.00% | −24−7.7% | Reduced |
| Investors Research Corp | 287 | $5.77K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 290 | $5.83K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $6.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 339 | $6.81K | 0.00% | −192−36.2% | Reduced |
| Valley National Advisers Inc | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 355 | $7.14K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 360 | $7.24K | 0.00% | +360 | New |
| Colonial Trust Advisors | 362 | $7.28K | 0.00% | +5+1.4% | Added |
| WealthPLAN Partners, LLC | 363 | $7.30K | 0.00% | −59−14.0% | Reduced |
| Private Trust Co NA | 382 | $7.67K | 0.00% | −1,976−83.8% | Reduced |
| MV Capital Management, Inc. | 384 | $7.72K | 0.00% | −219−36.3% | Reduced |
| Earnest Partners LLC | 385 | $7.74K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 404 | $8.12K | 0.00% | +4+1.0% | Added |
| Sound Income Strategies, LLC | 404 | $8.12K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 408 | $8.20K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 428 | $8.61K | 0.01% | +6+1.4% | Added |
| Covestor Ltd | 432 | $9.00K | 0.01% | +19+4.6% | Added |
| BerganKDV Wealth Management, LLC | 462 | $9.29K | 0.00% | −1−0.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 468 | $9.41K | 0.00% | +468 | New |
| Cambridge Trust Co | 470 | $9.45K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 460 | $10.0K | 0.00% | −325−41.4% | Reduced |
| Glassman Wealth Services | 506 | $10.2K | 0.00% | −395−43.8% | Reduced |
| Montag A & Associates Inc | 518 | $10.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 555 | $11.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 571 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 572 | $11.5K | 0.00% | +5+0.9% | Added |
| HHM Wealth Advisors, LLC | 610 | $12.3K | 0.00% | −47−7.2% | Reduced |
| Optimum Investment Advisors | 630 | $12.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 643 | $13.0K | 0.00% | +355+123.3% | Added |
| Beacon Capital Management, LLC | 678 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 693 | $13.9K | 0.00% | −117−14.4% | Reduced |
| Clear Street Markets LLC | 714 | $14.0K | 0.01% | −359−33.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 687 | $14.0K | 0.00% | −13−1.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 700 | $14.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 710 | $14.3K | 0.01% | +710 | New |
| PSI Advisors, LLC | 726 | $14.6K | 0.01% | +56+8.4% | Added |
| SRS Capital Advisors, Inc. | 746 | $15.0K | 0.00% | +420+128.8% | Added |
| Rosenberg Matthew Hamilton | 747 | $15.0K | 0.01% | −2,200−74.7% | Reduced |
| WFA of San Diego, LLC | 765 | $15.4K | 0.02% | +765 | New |
| GHP Investment Advisors, Inc. | 755 | $15.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 791 | $15.9K | 0.00% | −435−35.5% | Reduced |
| Anchor Investment Management, LLC | 800 | $16.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $16.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $16.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 863 | $17.2K | 0.00% | +863 | New |
| EverSource Wealth Advisors, LLC | 873 | $17.5K | 0.00% | +167+23.7% | Added |
| Deseret Mutual Benefit Administrators | 897 | $18.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 948 | $19.1K | 0.00% | +5+0.5% | Added |
| Spire Wealth Management | 980 | $19.7K | 0.00% | 00.0% | Unchanged |