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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 1,502 | $30.0K | 0.00% | −1,113−42.6% | Reduced |
| Private Trust Co NA | 1,393 | $27.6K | 0.00% | +854+158.4% | Added |
| Rakuten Investment Management, Inc. | 1,352 | $27.3K | 0.00% | +1,352 | New |
| Brown Brothers Harriman & Co | 1,342 | $26.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1,308 | $25.9K | 0.02% | +1,308 | New |
| Monetary Management Group Inc | 1,200 | $23.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,153 | $22.8K | 0.01% | +338+41.5% | Added |
| Global Retirement Partners, LLC | 1,081 | $22.4K | 0.00% | −2,277−67.8% | Reduced |
| Point72 Hong Kong Ltd | 1,100 | $21.8K | 0.00% | +1,100 | New |
| Spire Wealth Management | 1,097 | $21.7K | 0.00% | +109+11.0% | Added |
| Umb Bank N A | 1,072 | $21.2K | 0.00% | −487−31.2% | Reduced |
| AdvisorNet Financial, Inc | 1,037 | $20.5K | 0.00% | +37+3.7% | Added |
| 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 |
| Pacifica Partners Inc. | 1,066 | $19.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 962 | $19.1K | 0.00% | +962 | New |
| DAGCO, Inc. | 941 | $18.6K | 0.02% | +941 | New |
| Dynamic Wealth Strategies, LLC | 941 | $18.6K | 0.02% | +941 | New |
| Fortis Group Advisors, LLC | 930 | $18.4K | 0.00% | +465+100.0% | Added |
| Tradition Wealth Management, LLC | 903 | $18.0K | 0.00% | +10+1.1% | Added |
| Baystate Wealth Management LLC | 868 | $17.2K | 0.00% | +215+32.9% | Added |
| Armstrong Advisory Group, Inc | 810 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 800 | $15.8K | 0.00% | −400−33.3% | Reduced |
| Gould Capital, LLC | 800 | $15.8K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $15.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 791 | $15.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 755 | $14.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $14.8K | 0.01% | +750 | New |
| Desjardins Global Asset Management Inc. | 737 | $14.6K | 0.00% | +11+1.5% | Added |
| Covestor Ltd | 686 | $14.0K | 0.01% | +261+61.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 700 | $13.9K | 0.00% | −9−1.3% | Reduced |
| PSI Advisors, LLC | 670 | $13.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 630 | $12.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 678 | $12.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 610 | $12.1K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 675 | $12.1K | 0.01% | +675 | New |
| Global Wealth Management Investment Advisory, Inc. | 560 | $11.1K | 0.00% | +200+55.6% | Added |
| Assetmark, Inc | 556 | $11.0K | 0.00% | −26−4.5% | Reduced |
| Bell Investment Advisors, Inc | 520 | $10.3K | 0.00% | +217+71.6% | Added |
| Montag A & Associates Inc | 518 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 470 | $9.31K | 0.00% | −220−31.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 468 | $9.27K | 0.00% | 00.0% | Unchanged |
| Adelante Capital Management LLC | 439 | $9.00K | 0.00% | +439 | New |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 404 | $8.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 403 | $7.98K | 0.00% | +35+9.5% | Added |
| Planning Capital Management Corp | 400 | $7.92K | 0.01% | +400 | New |
| Kiely Wealth Advisory Group, Inc. | 400 | $7.78K | 0.00% | +400 | New |
| Deseret Mutual Benefit Administrators | 374 | $7.41K | 0.00% | −210−36.0% | Reduced |
| Venturi Wealth Management, LLC | 360 | $7.13K | 0.00% | +196+119.5% | Added |
| Farmers & Merchants Investments Inc | 355 | $7.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 382 | $7.00K | 0.00% | +55+16.8% | Added |
| Ronald Blue Trust, Inc. | 407 | $7.00K | 0.00% | +106+35.2% | Added |
| Rothschild Investment LLC | 320 | $6.34K | 0.00% | +320 | New |
| Gradient Investments LLC | 306 | $6.06K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 306 | $6.06K | 0.00% | −252−45.2% | Reduced |
| Capital Advisors, Ltd. LLC | 302 | $6.00K | 0.00% | +302 | New |
| Baldwin Brothers Inc | 300 | $5.94K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 287 | $5.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 286 | $5.66K | 0.00% | −27−8.6% | Reduced |
| Private Ocean, LLC | 271 | $5.37K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 250 | $4.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 244 | $4.83K | 0.00% | +244 | New |
| St Germain D J Co Inc | 244 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 231 | $4.57K | 0.00% | +231 | New |
| Global Trust Asset Management, LLC | 230 | $4.55K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 225 | $4.46K | 0.00% | −522−69.9% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 219 | $4.34K | 0.00% | +219 | New |
| Creative Capital Management Investments LLC | 210 | $4.16K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 219 | $4.00K | 0.00% | −1,100−83.4% | Reduced |
| Manchester Capital Management LLC | 200 | $3.96K | 0.00% | −588−74.6% | Reduced |
| Atlantic Trust, LLC | 200 | $3.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 199 | $3.94K | 0.00% | −1,386−87.4% | Reduced |
| Provence Wealth Management Group | 198 | $3.91K | 0.00% | +4+2.1% | Added |
| Frazier Financial Advisors, LLC | 180 | $3.56K | 0.00% | +180 | New |
| SRS Capital Advisors, Inc. | 169 | $3.35K | 0.00% | −686−80.2% | Reduced |
| Princeton Global Asset Management LLC | 165 | $3.26K | 0.00% | −1,181−87.7% | Reduced |
| Mechanics Financial Corp | 150 | $2.97K | 0.00% | −485−76.4% | Reduced |
| Smartleaf Asset Management LLC | 136 | $2.74K | 0.00% | +136 | New |
| Versant Capital Management, Inc | 129 | $2.55K | 0.00% | +101+360.7% | Added |
| Raffa Wealth Management, LLC | 117 | $2.32K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 114 | $2.26K | 0.00% | +114 | New |
| St. Johns Investment Management Company, LLC | 110 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 108 | $2.14K | 0.00% | +1+0.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 95 | $1.88K | 0.00% | −225−70.3% | Reduced |
| Clearstead Advisors, LLC | 90 | $1.78K | 0.00% | +90 | New |
| Whittier Trust Co of Nevada Inc | 88 | $1.74K | 0.00% | +44+100.0% | Added |
| Eukles Asset Management | 86 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $1.62K | 0.00% | +82 | New |
| Boyd Watterson Asset Management LLC | 78 | $1.54K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $1.33K | 0.00% | +67 | New |
| LM Advisors LLC | 63 | $1.25K | 0.00% | +63 | New |
| Larson Financial Group LLC | 62 | $1.24K | 0.00% | +4+6.9% | Added |
| Avion Wealth | 62 | $1.00K | 0.00% | −13−17.3% | Reduced |
| Trifecta Capital Advisors, LLC | 50 | $990 | 0.00% | +50 | New |
| South State Corp. | 48 | $950 | 0.00% | +48 | New |