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 |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 755 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 709 | $13.0K | 0.00% | +22+3.2% | Added |
| Cambridge Trust Co | 690 | $12.7K | 0.00% | +220+46.8% | Added |
| PSI Advisors, LLC | 670 | $12.3K | 0.01% | −56−7.7% | Reduced |
| Baystate Wealth Management LLC | 653 | $12.0K | 0.00% | +653 | New |
| Mechanics Financial Corp | 635 | $11.7K | 0.01% | −1,754−73.4% | Reduced |
| Optimum Investment Advisors | 630 | $11.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 610 | $11.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 584 | $10.7K | 0.01% | −313−34.9% | Reduced |
| Assetmark, Inc | 582 | $10.7K | 0.00% | +11+1.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 577 | $10.6K | 0.00% | +5+0.9% | Added |
| Allworth Financial LP | 573 | $10.5K | 0.00% | −1,353−70.2% | Reduced |
| IFP Advisors, Inc | 558 | $10.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 555 | $10.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 539 | $9.89K | 0.00% | +157+41.1% | Added |
| Montag A & Associates Inc | 518 | $9.51K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 473 | $8.68K | 0.00% | −33−6.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 468 | $8.59K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $8.54K | 0.00% | +465 | New |
| 1832 Asset Management L.P. | 436 | $8.00K | 0.00% | +436 | New |
| Covestor Ltd | 425 | $8.00K | 0.01% | −7−1.6% | Reduced |
| American State Bank (Iowa) | 408 | $7.49K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $7.42K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 400 | $7.34K | 0.00% | −473−54.2% | Reduced |
| Earnest Partners LLC | 385 | $7.07K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 368 | $6.75K | 0.00% | +6+1.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 360 | $6.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 355 | $6.52K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 336 | $6.17K | 0.01% | +336 | New |
| 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 |
| Zions Bancorporation, N.A. | 320 | $5.88K | 0.00% | +34+11.9% | Added |
| Cornerstone Planning Group LLC | 313 | $5.75K | 0.00% | −397−55.9% | Reduced |
| Gradient Investments LLC | 306 | $5.62K | 0.00% | +44+16.8% | Added |
| Bell Investment Advisors, Inc | 303 | $5.56K | 0.00% | −36−10.6% | Reduced |
| Baldwin Brothers Inc | 300 | $5.51K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $5.27K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 287 | $5.26K | 0.00% | +259+925.0% | Added |
| Private Ocean, LLC | 271 | $4.98K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $4.59K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 244 | $4.48K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.22K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 230 | $4.22K | 0.00% | +230 | New |
| MV Capital Management, Inc. | 219 | $4.02K | 0.00% | −165−43.0% | Reduced |
| GW&K Investment Management, LLC | 209 | $4.00K | 0.00% | +39+22.9% | Added |
| Creative Capital Management Investments LLC | 210 | $3.86K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $3.67K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $3.67K | 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 |
| Carmichael Hill & Associates, Inc. | 192 | $3.53K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 189 | $3.47K | 0.00% | +189 | New |
| HighMark Wealth Management LLC | 168 | $3.08K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 164 | $3.01K | 0.00% | +137+507.4% | Added |
| Cohen & Steers, Inc. | 148 | $3.00K | 0.00% | −84−36.2% | Reduced |
| Abound Wealth Management | 126 | $2.32K | 0.00% | −30−19.2% | Reduced |
| Front Row Advisors LLC | 120 | $2.20K | 0.00% | +98+445.5% | Added |
| Raffa Wealth Management, LLC | 117 | $2.15K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 107 | $1.97K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 105 | $1.93K | 0.00% | −56−34.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 104 | $1.91K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.58K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $1.14K | 0.00% | −193−75.7% | Reduced |
| TFC Financial Management | 61 | $1.13K | 0.00% | −1−1.6% | Reduced |
| Larson Financial Group LLC | 58 | $1.07K | 0.00% | −153−72.5% | Reduced |
| Avion Wealth | 75 | $1.00K | 0.00% | +50+200.0% | Added |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | +44 | New |
| Perkins Coie Trust Co | 51 | $936 | 0.00% | +51 | New |
| Whittier Trust Co of Nevada Inc | 44 | $806 | 0.00% | +8+22.2% | Added |
| JJJ Advisors Inc. | 34 | $625 | 0.00% | +34 | New |
| Sutton Wealth Advisors Inc. | 31 | $569 | 0.00% | +6+24.0% | Added |
| Wolff Wiese Magana LLC | 30 | $551 | 0.00% | +30 | New |
| Versant Capital Management, Inc | 28 | $514 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 24 | $441 | 0.00% | +24 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $404 | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 22 | $392 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $318 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $294 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $128 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | – | – | +1+100.0% | Added |
| Bollard Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −5,786,026−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,965,200−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −810,458−100.0% | Sold out |
| TCM Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −360,089−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −333,947−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −285,236−100.0% | Sold out |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −191,884−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −89,194−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −64,659−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −58,536−100.0% | Sold out |