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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 1,000 | $19.8K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,037 | $20.5K | 0.00% | +37+3.7% | Added |
| Umb Bank N A | 1,072 | $21.2K | 0.00% | −487−31.2% | Reduced |
| Spire Wealth Management | 1,097 | $21.7K | 0.00% | +109+11.0% | Added |
| Point72 Hong Kong Ltd | 1,100 | $21.8K | 0.00% | +1,100 | New |
| Global Retirement Partners, LLC | 1,081 | $22.4K | 0.00% | −2,277−67.8% | Reduced |
| Quarry LP | 1,153 | $22.8K | 0.01% | +338+41.5% | Added |
| Monetary Management Group Inc | 1,200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,308 | $25.9K | 0.02% | +1,308 | New |
| Brown Brothers Harriman & Co | 1,342 | $26.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,352 | $27.3K | 0.00% | +1,352 | New |
| Private Trust Co NA | 1,393 | $27.6K | 0.00% | +854+158.4% | Added |
| Bessemer Group Inc | 1,502 | $30.0K | 0.00% | −1,113−42.6% | Reduced |
| Lindbrook Capital, LLC | 1,519 | $30.1K | 0.00% | +640+72.8% | Added |
| MV Capital Management, Inc. | 1,526 | $30.2K | 0.00% | +1,307+596.8% | Added |
| Duncker Streett & Co Inc | 1,550 | $30.7K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,570 | $31.1K | 0.00% | +1,097+231.9% | Added |
| Planned Solutions, Inc. | 1,590 | $31.5K | 0.01% | +1,590 | New |
| Plante Moran Financial Advisors, LLC | 1,610 | $31.9K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,620 | $32.1K | 0.02% | −200−11.0% | Reduced |
| Orion Capital Management LLC | 1,700 | $33.7K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,706 | $33.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,729 | $34.2K | 0.00% | −19−1.1% | Reduced |
| LGT Financial Advisors LLC | 1,735 | $34.4K | 0.04% | +31+1.8% | Added |
| Wiser Advisor Group LLC | 1,759 | $34.8K | 0.06% | +1,759 | New |
| Allworth Financial LP | 1,874 | $37.1K | 0.00% | +1,301+227.1% | Added |
| NBC Securities, Inc. | 1,944 | $38.0K | 0.00% | −93−4.6% | Reduced |
| Financial Perspectives, Inc | 1,923 | $38.1K | 0.02% | +33+1.7% | Added |
| City State Bank | 2,035 | $40.0K | 0.02% | −1,050−34.0% | Reduced |
| Harvest Fund Management Co., Ltd | 2,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Mirova | 2,168 | $42.9K | 0.01% | −133−5.8% | Reduced |
| Barrett & Company, Inc. | 2,241 | $44.4K | 0.02% | +241+12.0% | Added |
| EverSource Wealth Advisors, LLC | 2,250 | $44.5K | 0.00% | +1,850+462.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,310 | $45.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,310 | $45.7K | 0.00% | +669+40.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,326 | $46.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,528 | $50.1K | 0.00% | −1,201−32.2% | Reduced |
| Sandy Spring Bank | 2,607 | $51.6K | 0.00% | +708+37.3% | Added |
| Principal Securities, Inc. | 2,709 | $53.6K | 0.00% | +2,709 | New |
| Sentry Investment Management LLC | 2,748 | $54.0K | 0.02% | −295−9.7% | Reduced |
| Pinnacle Bancorp, Inc. | 2,740 | $54.3K | 0.02% | −50−1.8% | Reduced |
| Abich Financial Wealth Management LLC | 2,891 | $57.2K | 0.05% | +2,891 | New |
| REAP Financial Group, LLC | 2,896 | $57.3K | 0.02% | +2,896 | New |
| Hexagon Capital Partners LLC | 2,908 | $57.6K | 0.01% | +401+16.0% | Added |
| CVA Family Office, LLC | 2,949 | $58.4K | 0.01% | +2,949 | New |
| GWM Advisors LLC | 2,975 | $58.9K | 0.00% | +1,683+130.3% | Added |
| Addison Advisors LLC | 3,134 | $62.1K | 0.02% | +774+32.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,403 | $67.0K | 0.00% | +458+15.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,569 | $70.7K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,721 | $73.7K | 0.00% | +3,721 | New |
| Loomis Sayles & Co L P | 3,986 | $79.0K | 0.00% | +2,068+107.8% | Added |
| Rogco, LP | 4,088 | $80.9K | 0.04% | +2,336+133.3% | Added |
| Creative Financial Designs Inc | 4,348 | $86.1K | 0.01% | +350+8.8% | Added |
| Cetera Trust Company, N.A | 4,450 | $88.1K | 0.05% | +4,450 | New |
| Silvant Capital Management LLC | 4,479 | $88.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 4,842 | $95.8K | 0.00% | +650+15.5% | Added |
| Motco | 4,923 | $97.5K | 0.01% | −385−7.3% | Reduced |
| Cubist Systematic Strategies, LLC | 5,125 | $101.5K | 0.00% | −197,800−97.5% | Reduced |
| Quent Capital, LLC | 5,480 | $108.5K | 0.01% | +245+4.7% | Added |
| Benjamin Edwards Inc | 5,909 | $117.0K | 0.03% | −235−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,079 | $120.4K | 0.00% | −801−11.6% | Reduced |
| Proequities, Inc. | 7,033 | $139.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,439 | $147.3K | 0.01% | +1,904+34.4% | Added |
| GAMMA Investing LLC | 8,108 | $150.0K | 0.04% | +8,108 | New |
| Group One Trading, L.P. | 7,688 | $152.2K | 0.00% | −13,538−63.8% | Reduced |
| Farther Finance Advisors, LLC | 8,408 | $166.5K | 0.01% | +6,983+490.0% | Added |
| Horizon Investments, LLC | 8,866 | $172.5K | 0.00% | +611+7.4% | Added |
| Exchange Traded Concepts, LLC | 8,730 | $172.9K | 0.00% | −86−1.0% | Reduced |
| Advisors Asset Management, Inc. | 9,169 | $181.5K | 0.00% | −1,857−16.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 9,234 | $182.8K | 0.04% | +9,234 | New |
| HighPoint Advisor Group LLC | 10,408 | $183.0K | 0.01% | +10,408 | New |
| Trust Co of Vermont | 9,350 | $185.1K | 0.01% | −3,039−24.5% | Reduced |
| Westpac Banking Corp | 9,843 | $194.9K | 0.02% | +1,591+19.3% | Added |
| Resources Management Corp | 9,883 | $196.0K | 0.03% | −195−1.9% | Reduced |
| Woodward Diversified Capital, LLC | 10,188 | $201.7K | 0.13% | −1,979−16.3% | Reduced |
| Quadrant Capital Group LLC | 10,266 | $203.3K | 0.02% | +4,174+68.5% | Added |
| Spears Abacus Advisors LLC | 10,290 | $203.7K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 10,399 | $205.9K | 0.00% | +18+0.2% | Added |
| CAPROCK Group, Inc. | 10,433 | $206.6K | 0.01% | +10,433 | New |
| Parallel Advisors, LLC | 10,477 | $207.4K | 0.01% | +4,602+78.3% | Added |
| Eqis Capital Management, Inc. | 10,617 | $210.2K | 0.02% | +10,617 | New |
| Northwestern Mutual Wealth Management Co | 10,761 | $213.1K | 0.00% | −4,966−31.6% | Reduced |
| Stevens Capital Management LP | 10,962 | $217.0K | 0.05% | +10,962 | New |
| Vanderbilt University | 11,005 | $217.9K | 0.05% | −3,672−25.0% | Reduced |
| Virtue Capital Management, LLC | 11,166 | $218.5K | 0.04% | −2,944−20.9% | Reduced |
| Hanover Advisors Inc | 11,169 | $221.1K | 0.11% | +11,169 | New |
| Evergreen Capital Management LLC | 11,171 | $221.2K | 0.01% | +11,171 | New |
| Howland Capital Management LLC | 11,215 | $222.1K | 0.01% | −6,200−35.6% | Reduced |
| Raleigh Capital Management Inc. | 11,228 | $222.3K | 0.10% | +539+5.0% | Added |
| Centaurus Financial, Inc. | 11,408 | $226.0K | 0.02% | −39−0.3% | Reduced |
| Stephens Inc | 11,451 | $226.7K | 0.00% | −1,073−8.6% | Reduced |
| Raymond James Trust N.A. | 11,571 | $229.1K | 0.01% | −863−6.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,709 | $231.8K | 0.01% | −155,232−93.0% | Reduced |
| Equitable Holdings, Inc. | 11,794 | $233.5K | 0.00% | −2,562−17.8% | Reduced |
| Hilltop Holdings Inc. | 11,848 | $234.6K | 0.03% | −660−5.3% | Reduced |
| SYSTM Wealth Solutions LLC | 12,186 | $241.3K | 0.03% | −1,105−8.3% | Reduced |
| Probity Advisors, Inc. | 12,190 | $241.4K | 0.05% | +12,190 | New |
| Parkside Financial Bank & Trust | 12,203 | $241.6K | 0.04% | +3,246+36.2% | Added |
| Toroso Investments, LLC | 12,262 | $242.8K | 0.01% | +12,262 | New |