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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 14,251 | $282.2K | 0.02% | +540+3.9% | Added |
| Avantax Advisory Services, Inc. | 13,937 | $275.9K | 0.00% | +13,937 | New |
| Campbell & CO Investment Adviser LLC | 13,611 | $269.5K | 0.02% | +13,611 | New |
| Canvas Wealth Advisors, LLC | 12,918 | $269.2K | 0.10% | −6,102−32.1% | Reduced |
| Gilbert & Cook, Inc. | 13,577 | $268.8K | 0.04% | +679+5.3% | Added |
| Private Advisor Group, LLC | 13,292 | $263.2K | 0.00% | +13,292 | New |
| Fiduciary Trust Co | 13,142 | $260.2K | 0.00% | −128−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 13,091 | $259.2K | 0.00% | −5,152−28.2% | Reduced |
| Ballentine Partners, LLC | 13,015 | $257.7K | 0.01% | +13,015 | New |
| Tokio Marine Asset Management Co Ltd | 12,825 | $253.9K | 0.01% | +774+6.4% | Added |
| Atlas Brown,Inc. | 12,825 | $253.9K | 0.11% | −78−0.6% | Reduced |
| Investment Management Corp of Ontario | 12,813 | $253.7K | 0.01% | +12,813 | New |
| Vestcor Inc | 12,551 | $249.0K | 0.01% | −25,917−67.4% | Reduced |
| Spirit of America Management Corp | 12,568 | $248.8K | 0.05% | −2,000−13.7% | Reduced |
| Toroso Investments, LLC | 12,262 | $242.8K | 0.01% | +12,262 | New |
| Parkside Financial Bank & Trust | 12,203 | $241.6K | 0.04% | +3,246+36.2% | Added |
| Probity Advisors, Inc. | 12,190 | $241.4K | 0.05% | +12,190 | New |
| SYSTM Wealth Solutions LLC | 12,186 | $241.3K | 0.03% | −1,105−8.3% | Reduced |
| Hilltop Holdings Inc. | 11,848 | $234.6K | 0.03% | −660−5.3% | Reduced |
| Equitable Holdings, Inc. | 11,794 | $233.5K | 0.00% | −2,562−17.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,709 | $231.8K | 0.01% | −155,232−93.0% | Reduced |
| Raymond James Trust N.A. | 11,571 | $229.1K | 0.01% | −863−6.9% | Reduced |
| Stephens Inc | 11,451 | $226.7K | 0.00% | −1,073−8.6% | Reduced |
| Centaurus Financial, Inc. | 11,408 | $226.0K | 0.02% | −39−0.3% | Reduced |
| Raleigh Capital Management Inc. | 11,228 | $222.3K | 0.10% | +539+5.0% | Added |
| Howland Capital Management LLC | 11,215 | $222.1K | 0.01% | −6,200−35.6% | Reduced |
| Evergreen Capital Management LLC | 11,171 | $221.2K | 0.01% | +11,171 | New |
| Hanover Advisors Inc | 11,169 | $221.1K | 0.11% | +11,169 | New |
| Virtue Capital Management, LLC | 11,166 | $218.5K | 0.04% | −2,944−20.9% | Reduced |
| Vanderbilt University | 11,005 | $217.9K | 0.05% | −3,672−25.0% | Reduced |
| Stevens Capital Management LP | 10,962 | $217.0K | 0.05% | +10,962 | New |
| Northwestern Mutual Wealth Management Co | 10,761 | $213.1K | 0.00% | −4,966−31.6% | Reduced |
| Eqis Capital Management, Inc. | 10,617 | $210.2K | 0.02% | +10,617 | New |
| Parallel Advisors, LLC | 10,477 | $207.4K | 0.01% | +4,602+78.3% | Added |
| CAPROCK Group, Inc. | 10,433 | $206.6K | 0.01% | +10,433 | New |
| Huntington National Bank | 10,399 | $205.9K | 0.00% | +18+0.2% | Added |
| Spears Abacus Advisors LLC | 10,290 | $203.7K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 10,266 | $203.3K | 0.02% | +4,174+68.5% | Added |
| Woodward Diversified Capital, LLC | 10,188 | $201.7K | 0.13% | −1,979−16.3% | Reduced |
| Resources Management Corp | 9,883 | $196.0K | 0.03% | −195−1.9% | Reduced |
| Westpac Banking Corp | 9,843 | $194.9K | 0.02% | +1,591+19.3% | Added |
| Trust Co of Vermont | 9,350 | $185.1K | 0.01% | −3,039−24.5% | Reduced |
| HighPoint Advisor Group LLC | 10,408 | $183.0K | 0.01% | +10,408 | New |
| McGlone Suttner Wealth Management, Inc. | 9,234 | $182.8K | 0.04% | +9,234 | New |
| Advisors Asset Management, Inc. | 9,169 | $181.5K | 0.00% | −1,857−16.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,730 | $172.9K | 0.00% | −86−1.0% | Reduced |
| Horizon Investments, LLC | 8,866 | $172.5K | 0.00% | +611+7.4% | Added |
| Farther Finance Advisors, LLC | 8,408 | $166.5K | 0.01% | +6,983+490.0% | Added |
| Group One Trading, L.P. | 7,688 | $152.2K | 0.00% | −13,538−63.8% | Reduced |
| GAMMA Investing LLC | 8,108 | $150.0K | 0.04% | +8,108 | New |
| TD Private Client Wealth LLC | 7,439 | $147.3K | 0.01% | +1,904+34.4% | Added |
| Proequities, Inc. | 7,033 | $139.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,079 | $120.4K | 0.00% | −801−11.6% | Reduced |
| Benjamin Edwards Inc | 5,909 | $117.0K | 0.03% | −235−3.8% | Reduced |
| Quent Capital, LLC | 5,480 | $108.5K | 0.01% | +245+4.7% | Added |
| Cubist Systematic Strategies, LLC | 5,125 | $101.5K | 0.00% | −197,800−97.5% | Reduced |
| Motco | 4,923 | $97.5K | 0.01% | −385−7.3% | Reduced |
| Whittier Trust Co | 4,842 | $95.8K | 0.00% | +650+15.5% | Added |
| Silvant Capital Management LLC | 4,479 | $88.7K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,450 | $88.1K | 0.05% | +4,450 | New |
| Creative Financial Designs Inc | 4,348 | $86.1K | 0.01% | +350+8.8% | Added |
| Rogco, LP | 4,088 | $80.9K | 0.04% | +2,336+133.3% | Added |
| Loomis Sayles & Co L P | 3,986 | $79.0K | 0.00% | +2,068+107.8% | Added |
| Federated Hermes, Inc. | 3,721 | $73.7K | 0.00% | +3,721 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,569 | $70.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,403 | $67.0K | 0.00% | +458+15.6% | Added |
| Addison Advisors LLC | 3,134 | $62.1K | 0.02% | +774+32.8% | Added |
| GWM Advisors LLC | 2,975 | $58.9K | 0.00% | +1,683+130.3% | Added |
| CVA Family Office, LLC | 2,949 | $58.4K | 0.01% | +2,949 | New |
| Hexagon Capital Partners LLC | 2,908 | $57.6K | 0.01% | +401+16.0% | Added |
| REAP Financial Group, LLC | 2,896 | $57.3K | 0.02% | +2,896 | New |
| Abich Financial Wealth Management LLC | 2,891 | $57.2K | 0.05% | +2,891 | New |
| Pinnacle Bancorp, Inc. | 2,740 | $54.3K | 0.02% | −50−1.8% | Reduced |
| Sentry Investment Management LLC | 2,748 | $54.0K | 0.02% | −295−9.7% | Reduced |
| Principal Securities, Inc. | 2,709 | $53.6K | 0.00% | +2,709 | New |
| Sandy Spring Bank | 2,607 | $51.6K | 0.00% | +708+37.3% | Added |
| Steward Partners Investment Advisory, LLC | 2,528 | $50.1K | 0.00% | −1,201−32.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,326 | $46.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 2,250 | $44.5K | 0.00% | +1,850+462.5% | Added |
| Barrett & Company, Inc. | 2,241 | $44.4K | 0.02% | +241+12.0% | Added |
| Mirova | 2,168 | $42.9K | 0.01% | −133−5.8% | Reduced |
| 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 |
| Financial Perspectives, Inc | 1,923 | $38.1K | 0.02% | +33+1.7% | Added |
| NBC Securities, Inc. | 1,944 | $38.0K | 0.00% | −93−4.6% | Reduced |
| Allworth Financial LP | 1,874 | $37.1K | 0.00% | +1,301+227.1% | Added |
| Wiser Advisor Group LLC | 1,759 | $34.8K | 0.06% | +1,759 | New |
| LGT Financial Advisors LLC | 1,735 | $34.4K | 0.04% | +31+1.8% | Added |
| North Star Investment Management Corp. | 1,729 | $34.2K | 0.00% | −19−1.1% | Reduced |
| Geneos Wealth Management Inc. | 1,706 | $33.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $33.7K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,620 | $32.1K | 0.02% | −200−11.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,610 | $31.9K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,590 | $31.5K | 0.01% | +1,590 | New |
| Glassman Wealth Services | 1,570 | $31.1K | 0.00% | +1,097+231.9% | Added |
| Duncker Streett & Co Inc | 1,550 | $30.7K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,526 | $30.2K | 0.00% | +1,307+596.8% | Added |
| Lindbrook Capital, LLC | 1,519 | $30.1K | 0.00% | +640+72.8% | Added |