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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, Q4 2023

Institutional positions in Healthpeak Properties, Inc. as of Dec 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
615
+39 vs. Q3 2023
Shares held
511.4M
+1.96M (+0.4%) vs. Q3 2023
Total value
$10.1B
+$721.4M (+7.7%) vs. Q3 2023
New holders
105
218 more added
Sold out
66
220 more reduced

10 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 615 institutions
Q1 2021: 601 institutionsQ2 2021: 584 institutionsQ3 2021: 580 institutionsQ4 2021: 614 institutionsQ1 2022: 629 institutionsQ2 2022: 614 institutionsQ3 2022: 590 institutionsQ4 2022: 612 institutionsQ1 2023: 593 institutionsQ2 2023: 611 institutionsQ3 2023: 586 institutionsQ4 2023: 615 institutionsQ1 2024: 679 institutionsQ2 2024: 709 institutionsQ3 2024: 736 institutionsQ4 2024: 762 institutionsQ1 2025: 757 institutionsQ2 2025: 736 institutionsQ3 2025: 751 institutionsQ4 2025: 771 institutionsQ1 2026: 760 institutionsQ2 2026: 763 institutions
Value heldQ4 2023: $10.1B
Q1 2021: $16.6BQ2 2021: $17.1BQ3 2021: $17.2BQ4 2021: $18.7BQ1 2022: $18.1BQ2 2022: $13.3BQ3 2022: $11.7BQ4 2022: $12.7BQ1 2023: $11.2BQ2 2023: $10.3BQ3 2023: $9.41BQ4 2023: $10.1BQ1 2024: $12.1BQ2 2024: $12.6BQ3 2024: $14.7BQ4 2024: $13.1BQ1 2025: $13.4BQ2 2025: $11.4BQ3 2025: $12.5BQ4 2025: $10.7BQ1 2026: $11.2BQ2 2026: $14.1B
Institutions holding DOC and their total value by quarter
QuarterHoldersValue
Q2 2026763$14.1B
Q1 2026760$11.2B
Q4 2025771$10.7B
Q3 2025751$12.5B
Q2 2025736$11.4B
Q1 2025757$13.4B
Q4 2024762$13.1B
Q3 2024736$14.7B
Q2 2024709$12.6B
Q1 2024679$12.1B
Q4 2023615$10.1B
Q3 2023586$9.41B
Q2 2023611$10.3B
Q1 2023593$11.2B
Q4 2022612$12.7B
Q3 2022590$11.7B
Q2 2022614$13.3B
Q1 2022629$18.1B
Q4 2021614$18.7B
Q3 2021580$17.2B
Q2 2021584$17.1B
Q1 2021601$16.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q3 2023.

Institutions holding DOC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
GW&K Investment Management, LLC23$00.00%−186−89.0%Reduced
Thompson Siegel & Walmsley LLC22$00.00%00.0%Unchanged
Dogwood Wealth Management LLC0$10.00%0New
Aspect Partners, LLC3$590.00%+3New
Caitlin John, LLC7$1290.00%+7New
Atlas Capital Advisors LLC7$1380.00%00.0%Unchanged
JJJ Advisors Inc.10$1980.00%−24−70.6%Reduced
Archer Investment Corp16$3170.00%00.0%Unchanged
Key Financial Inc17$3430.00%00.0%Unchanged
Johnson Financial Group, Inc.18$3570.00%+18New
Annis Gardner Whiting Capital Advisors, LLC22$4360.00%00.0%Unchanged
Castleview Partners, LLC24$4750.00%+24New
TFC Financial Management28$5550.00%−33−54.1%Reduced
Dunhill Financial, LLC39$7710.00%+39New
South State Corp.48$9500.00%+48New
Trifecta Capital Advisors, LLC50$9900.00%+50New
Avion Wealth62$1.00K0.00%−13−17.3%Reduced
Larson Financial Group LLC62$1.24K0.00%+4+6.9%Added
LM Advisors LLC63$1.25K0.00%+63New
Cherry Tree Wealth Management, LLC67$1.33K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC67$1.33K0.00%+67New
Cassady Schiller Wealth Management, LLC71$1.41K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC78$1.54K0.00%00.0%Unchanged
Sachetta, LLC82$1.62K0.00%+82New
Eukles Asset Management86$1.70K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc88$1.74K0.00%+44+100.0%Added
Clearstead Advisors, LLC90$1.78K0.00%+90New
Zions Bancorporation, N.A.95$1.88K0.00%−225−70.3%Reduced
Moisand Fitzgerald Tamayo, LLC104$2.06K0.00%00.0%Unchanged
Sunbelt Securities, Inc.108$2.14K0.00%+1+0.9%Added
St. Johns Investment Management Company, LLC110$2.18K0.00%00.0%Unchanged
Lee Financial Co114$2.26K0.00%+114New
Raffa Wealth Management, LLC117$2.32K0.00%00.0%Unchanged
Versant Capital Management, Inc129$2.55K0.00%+101+360.7%Added
Smartleaf Asset Management LLC136$2.74K0.00%+136New
Mechanics Financial Corp150$2.97K0.00%−485−76.4%Reduced
Princeton Global Asset Management LLC165$3.26K0.00%−1,181−87.7%Reduced
SRS Capital Advisors, Inc.169$3.35K0.00%−686−80.2%Reduced
Frazier Financial Advisors, LLC180$3.56K0.00%+180New
Provence Wealth Management Group198$3.91K0.00%+4+2.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC199$3.94K0.00%−1,386−87.4%Reduced
Manchester Capital Management LLC200$3.96K0.00%−588−74.6%Reduced
Atlantic Trust, LLC200$3.96K0.00%00.0%Unchanged
Horizon Bancorp Inc219$4.00K0.00%−1,100−83.4%Reduced
Creative Capital Management Investments LLC210$4.16K0.00%00.0%Unchanged
Turtle Creek Wealth Advisors, LLC219$4.34K0.00%+219New
Rosenberg Matthew Hamilton225$4.46K0.00%−522−69.9%Reduced
Global Trust Asset Management, LLC230$4.55K0.00%00.0%Unchanged
Private Wealth Management Group, LLC231$4.57K0.00%+231New
St Germain D J Co Inc244$4.83K0.00%00.0%Unchanged
MCF Advisors LLC244$4.83K0.00%+244New
Delta Asset Management LLC250$4.95K0.00%00.0%Unchanged
Private Ocean, LLC271$5.37K0.00%00.0%Unchanged
Cornerstone Planning Group LLC286$5.66K0.00%−27−8.6%Reduced
Investors Research Corp287$5.68K0.00%00.0%Unchanged
Baldwin Brothers Inc300$5.94K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC302$6.00K0.00%+302New
IFP Advisors, Inc306$6.06K0.00%−252−45.2%Reduced
Gradient Investments LLC306$6.06K0.00%00.0%Unchanged
Rothschild Investment LLC320$6.34K0.00%+320New
Valley National Advisers Inc382$7.00K0.00%+55+16.8%Added
Ronald Blue Trust, Inc.407$7.00K0.00%+106+35.2%Added
Farmers & Merchants Investments Inc355$7.03K0.00%00.0%Unchanged
Venturi Wealth Management, LLC360$7.13K0.00%+196+119.5%Added
Deseret Mutual Benefit Administrators374$7.41K0.00%−210−36.0%Reduced
Kiely Wealth Advisory Group, Inc.400$7.78K0.00%+400New
Planning Capital Management Corp400$7.92K0.01%+400New
Colonial Trust Advisors403$7.98K0.00%+35+9.5%Added
Sound Income Strategies, LLC404$8.00K0.00%00.0%Unchanged
First PREMIER Bank400$8.00K0.00%00.0%Unchanged
Adelante Capital Management LLC439$9.00K0.00%+439New
Glass Jacobson Investment Advisors llc468$9.27K0.00%00.0%Unchanged
Cambridge Trust Co470$9.31K0.00%−220−31.9%Reduced
Montag A & Associates Inc518$10.3K0.00%00.0%Unchanged
Bell Investment Advisors, Inc520$10.3K0.00%+217+71.6%Added
Assetmark, Inc556$11.0K0.00%−26−4.5%Reduced
Global Wealth Management Investment Advisory, Inc.560$11.1K0.00%+200+55.6%Added
Garner Asset Management Corp675$12.1K0.01%+675New
HHM Wealth Advisors, LLC610$12.1K0.00%00.0%Unchanged
Beacon Capital Management, LLC678$12.4K0.00%00.0%Unchanged
Optimum Investment Advisors630$12.5K0.01%00.0%Unchanged
PSI Advisors, LLC670$13.3K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich700$13.9K0.00%−9−1.3%Reduced
Covestor Ltd686$14.0K0.01%+261+61.4%Added
Desjardins Global Asset Management Inc.737$14.6K0.00%+11+1.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA750$14.8K0.01%+750New
GHP Investment Advisors, Inc.755$14.9K0.00%00.0%Unchanged
Central Trust Co791$15.7K0.00%00.0%Unchanged
Peoples Bank800$15.8K0.01%00.0%Unchanged
HM Payson & Co800$15.8K0.00%−400−33.3%Reduced
Gould Capital, LLC800$15.8K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.800$16.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc810$16.0K0.00%00.0%Unchanged
Baystate Wealth Management LLC868$17.2K0.00%+215+32.9%Added
Tradition Wealth Management, LLC903$18.0K0.00%+10+1.1%Added
Fortis Group Advisors, LLC930$18.4K0.00%+465+100.0%Added
DAGCO, Inc.941$18.6K0.02%+941New
Dynamic Wealth Strategies, LLC941$18.6K0.02%+941New
ICA Group Wealth Management, LLC962$19.1K0.00%+962New
Pacifica Partners Inc.1,066$19.6K0.01%00.0%Unchanged