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 |
|---|---|---|---|---|---|
| Certified Advisory Corp | 1,321 | $26.5K | 0.00% | +326+32.8% | Added |
| Farther Finance Advisors, LLC | 1,202 | $24.2K | 0.01% | +57+5.0% | Added |
| HM Payson & Co | 1,200 | $24.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $24.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,135 | $22.8K | 0.00% | −113,803−99.0% | Reduced |
| Pacifica Partners Inc. | 1,066 | $22.1K | 0.01% | +866+433.0% | Added |
| Carolinas Wealth Consulting LLC | 1,018 | $20.5K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,000 | $20.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 558 | $20.0K | 0.00% | +55+10.9% | Added |
| Johnson Midwest Financial, LLC | 983 | $19.8K | 0.02% | +208+26.8% | Added |
| Spire Wealth Management | 980 | $19.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 948 | $19.1K | 0.00% | +5+0.5% | Added |
| Deseret Mutual Benefit Administrators | 897 | $18.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 873 | $17.5K | 0.00% | +167+23.7% | Added |
| ORG Partners LLC | 863 | $17.2K | 0.00% | +863 | New |
| Armstrong Advisory Group, Inc | 810 | $16.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 800 | $16.1K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $16.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 791 | $15.9K | 0.00% | −435−35.5% | Reduced |
| GHP Investment Advisors, Inc. | 755 | $15.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 765 | $15.4K | 0.02% | +765 | New |
| Rosenberg Matthew Hamilton | 747 | $15.0K | 0.01% | −2,200−74.7% | Reduced |
| SRS Capital Advisors, Inc. | 746 | $15.0K | 0.00% | +420+128.8% | Added |
| PSI Advisors, LLC | 726 | $14.6K | 0.01% | +56+8.4% | Added |
| Cornerstone Planning Group LLC | 710 | $14.3K | 0.01% | +710 | New |
| Tilia Fiduciary Partners, Inc. | 700 | $14.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 693 | $13.9K | 0.00% | −117−14.4% | Reduced |
| Beacon Capital Management, LLC | 678 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 643 | $13.0K | 0.00% | +355+123.3% | Added |
| Optimum Investment Advisors | 630 | $12.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 610 | $12.3K | 0.00% | −47−7.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 572 | $11.5K | 0.00% | +5+0.9% | Added |
| Assetmark, Inc | 571 | $11.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 555 | $11.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 506 | $10.2K | 0.00% | −395−43.8% | Reduced |
| Ronald Blue Trust, Inc. | 460 | $10.0K | 0.00% | −325−41.4% | Reduced |
| Cambridge Trust Co | 470 | $9.45K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 468 | $9.41K | 0.00% | +468 | New |
| BerganKDV Wealth Management, LLC | 462 | $9.29K | 0.00% | −1−0.2% | Reduced |
| Covestor Ltd | 432 | $9.00K | 0.01% | +19+4.6% | Added |
| Financial Freedom, LLC | 428 | $8.61K | 0.01% | +6+1.4% | Added |
| American State Bank (Iowa) | 408 | $8.20K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $8.12K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 404 | $8.12K | 0.00% | +4+1.0% | Added |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $7.74K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 384 | $7.72K | 0.00% | −219−36.3% | Reduced |
| Private Trust Co NA | 382 | $7.67K | 0.00% | −1,976−83.8% | Reduced |
| WealthPLAN Partners, LLC | 363 | $7.30K | 0.00% | −59−14.0% | Reduced |
| Colonial Trust Advisors | 362 | $7.28K | 0.00% | +5+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 360 | $7.24K | 0.00% | +360 | New |
| Farmers & Merchants Investments Inc | 355 | $7.14K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 312 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 339 | $6.81K | 0.00% | −192−36.2% | Reduced |
| Baldwin Brothers Inc | 300 | $6.03K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 290 | $5.83K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $5.77K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 286 | $5.75K | 0.00% | −24−7.7% | Reduced |
| Private Ocean, LLC | 271 | $5.45K | 0.00% | −139−33.9% | Reduced |
| Gradient Investments LLC | 262 | $5.27K | 0.00% | +35+15.4% | Added |
| Piershale Financial Group, Inc. | 259 | $5.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 255 | $5.13K | 0.00% | +115+82.1% | Added |
| Delta Asset Management LLC | 250 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 232 | $5.00K | 0.00% | −508−68.6% | Reduced |
| St Germain D J Co Inc | 244 | $4.90K | 0.00% | +244 | New |
| Global Trust Asset Management, LLC | 230 | $4.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 211 | $4.25K | 0.00% | +154+270.2% | Added |
| Creative Capital Management Investments LLC | 210 | $4.22K | 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 |
| Carmichael Hill & Associates, Inc. | 192 | $3.86K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 190 | $3.82K | 0.00% | +190 | New |
| HighMark Wealth Management LLC | 168 | $3.38K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 161 | $3.24K | 0.00% | +161 | New |
| Abound Wealth Management | 156 | $3.13K | 0.00% | +30+23.8% | Added |
| GW&K Investment Management, LLC | 170 | $3.00K | 0.00% | +170 | New |
| Raffa Wealth Management, LLC | 117 | $2.35K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.21K | 0.00% | +110 | New |
| Sunbelt Securities, Inc. | 107 | $2.14K | 0.00% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.09K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 99 | $1.99K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.73K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.57K | 0.00% | +78 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.35K | 0.00% | +67 | New |
| TFC Financial Management | 62 | $1.25K | 0.00% | +30+93.8% | Added |
| American National Bank | 61 | $1.23K | 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 |
| Whittier Trust Co of Nevada Inc | 36 | $723 | 0.00% | 00.0% | Unchanged |
| 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 |
| Venturi Wealth Management, LLC | 27 | $543 | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 25 | $503 | 0.00% | −11−30.6% | Reduced |
| Global Financial Private Client, LLC | 22 | $453 | 0.00% | 00.0% | Unchanged |