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, Q3 2023
Institutional positions in Healthpeak Properties, Inc. as of Sep 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
- 586
- −19 vs. Q2 2023
- Shares held
- 509.8M
- −2.49M (−0.5%) vs. Q2 2023
- Total value
- $9.41B
- −$920.7M (−8.9%) vs. Q2 2023
- New holders
- 41
- 246 more added
- Sold out
- 60
- 208 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Siegel & Walmsley LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $128 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $294 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $318 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $392 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $404 | 0.00% | +22 | New |
| VisionPoint Advisory Group, LLC | 24 | $441 | 0.00% | +24 | New |
| Versant Capital Management, Inc | 28 | $514 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $551 | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 31 | $569 | 0.00% | +6+24.0% | Added |
| JJJ Advisors Inc. | 34 | $625 | 0.00% | +34 | New |
| Whittier Trust Co of Nevada Inc | 44 | $806 | 0.00% | +8+22.2% | Added |
| Perkins Coie Trust Co | 51 | $936 | 0.00% | +51 | New |
| Avion Wealth | 75 | $1.00K | 0.00% | +50+200.0% | Added |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | +44 | New |
| Larson Financial Group LLC | 58 | $1.07K | 0.00% | −153−72.5% | Reduced |
| TFC Financial Management | 61 | $1.13K | 0.00% | −1−1.6% | Reduced |
| Prestige Wealth Management Group LLC | 62 | $1.14K | 0.00% | −193−75.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 67 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.30K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.43K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.58K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $1.91K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 105 | $1.93K | 0.00% | −56−34.8% | Reduced |
| Sunbelt Securities, Inc. | 107 | $1.97K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 117 | $2.15K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $2.20K | 0.00% | +98+445.5% | Added |
| Abound Wealth Management | 126 | $2.32K | 0.00% | −30−19.2% | Reduced |
| Cohen & Steers, Inc. | 148 | $3.00K | 0.00% | −84−36.2% | Reduced |
| Venturi Wealth Management, LLC | 164 | $3.01K | 0.00% | +137+507.4% | Added |
| HighMark Wealth Management LLC | 168 | $3.08K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 189 | $3.47K | 0.00% | +189 | New |
| Carmichael Hill & Associates, Inc. | 192 | $3.53K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 194 | $3.56K | 0.00% | +194 | New |
| TD Waterhouse Canada Inc. | 200 | $3.56K | 0.00% | +200 | New |
| Antonetti Capital Management LLC | 200 | $3.67K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $3.67K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $3.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 209 | $4.00K | 0.00% | +39+22.9% | Added |
| MV Capital Management, Inc. | 219 | $4.02K | 0.00% | −165−43.0% | Reduced |
| Global Trust Asset Management, LLC | 230 | $4.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 230 | $4.22K | 0.00% | +230 | New |
| St Germain D J Co Inc | 244 | $4.48K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $4.59K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 271 | $4.98K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 287 | $5.26K | 0.00% | +259+925.0% | Added |
| Investors Research Corp | 287 | $5.27K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $5.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 303 | $5.56K | 0.00% | −36−10.6% | Reduced |
| Gradient Investments LLC | 306 | $5.62K | 0.00% | +44+16.8% | Added |
| Cornerstone Planning Group LLC | 313 | $5.75K | 0.00% | −397−55.9% | Reduced |
| Zions Bancorporation, N.A. | 320 | $5.88K | 0.00% | +34+11.9% | Added |
| Ronald Blue Trust, Inc. | 301 | $6.00K | 0.00% | −159−34.6% | Reduced |
| Valley National Advisers Inc | 327 | $6.00K | 0.00% | +15+4.8% | Added |
| Macroview Investment Management LLC | 336 | $6.17K | 0.01% | +336 | New |
| Farmers & Merchants Investments Inc | 355 | $6.52K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 360 | $6.61K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 368 | $6.75K | 0.00% | +6+1.7% | Added |
| First PREMIER Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 385 | $7.07K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 400 | $7.34K | 0.00% | −473−54.2% | Reduced |
| Sound Income Strategies, LLC | 404 | $7.42K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 408 | $7.49K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 425 | $8.00K | 0.01% | −7−1.6% | Reduced |
| 1832 Asset Management L.P. | 436 | $8.00K | 0.00% | +436 | New |
| Fortis Group Advisors, LLC | 465 | $8.54K | 0.00% | +465 | New |
| Glass Jacobson Investment Advisors llc | 468 | $8.59K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 473 | $8.68K | 0.00% | −33−6.5% | Reduced |
| Montag A & Associates Inc | 518 | $9.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 539 | $9.89K | 0.00% | +157+41.1% | Added |
| Park Place Capital Corp | 555 | $10.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 558 | $10.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 573 | $10.5K | 0.00% | −1,353−70.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 577 | $10.6K | 0.00% | +5+0.9% | Added |
| Assetmark, Inc | 582 | $10.7K | 0.00% | +11+1.9% | Added |
| Deseret Mutual Benefit Administrators | 584 | $10.7K | 0.01% | −313−34.9% | Reduced |
| HHM Wealth Advisors, LLC | 610 | $11.2K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 630 | $11.6K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 635 | $11.7K | 0.01% | −1,754−73.4% | Reduced |
| Baystate Wealth Management LLC | 653 | $12.0K | 0.00% | +653 | New |
| PSI Advisors, LLC | 670 | $12.3K | 0.01% | −56−7.7% | Reduced |
| Cambridge Trust Co | 690 | $12.7K | 0.00% | +220+46.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 709 | $13.0K | 0.00% | +22+3.2% | Added |
| GHP Investment Advisors, Inc. | 755 | $13.1K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 726 | $13.3K | 0.00% | −15,796−95.6% | Reduced |
| Beacon Capital Management, LLC | 678 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 747 | $13.7K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 765 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $14.2K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 788 | $14.5K | 0.00% | +788 | New |
| Central Trust Co | 791 | $14.5K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 800 | $14.7K | 0.01% | +800 | New |
| Armstrong Advisory Group, Inc | 810 | $14.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 815 | $15.0K | 0.01% | +815 | New |
| Stonebridge Capital Advisors LLC | 835 | $15.3K | 0.00% | −300−26.4% | Reduced |
| Carolinas Wealth Consulting LLC | 1,000 | $15.6K | 0.00% | −18−1.8% | Reduced |
| ORG Partners LLC | 855 | $15.7K | 0.00% | −8−0.9% | Reduced |
| SRS Capital Advisors, Inc. | 855 | $15.7K | 0.00% | +109+14.6% | Added |
| Tradition Wealth Management, LLC | 893 | $16.0K | 0.00% | +250+38.9% | Added |