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, Q1 2024
Institutional positions in Healthpeak Properties, Inc. as of Mar 31, 2024. 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
- 679
- +70 vs. Q4 2023
- Shares held
- 643.2M
- +131.9M (+25.8%) vs. Q4 2023
- Total value
- $12.1B
- +$1.93B (+19.0%) vs. Q4 2023
- New holders
- 146
- 340 more added
- Sold out
- 76
- 135 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 24 | $0 | 0.00% | +24 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 7 | $125 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $188 | 0.00% | −990−99.0% | Reduced |
| SJS Investment Consulting Inc. | 13 | $244 | 0.00% | +13 | New |
| Archer Investment Corp | 16 | $300 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24 | $450 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 31 | $581 | 0.00% | +31 | New |
| TFC Financial Management | 31 | $582 | 0.00% | +3+10.7% | Added |
| Colonial Trust Advisors | 33 | $614 | 0.00% | −370−91.8% | Reduced |
| Gradient Investments LLC | 44 | $825 | 0.00% | −262−85.6% | Reduced |
| Dunhill Financial, LLC | 46 | $866 | 0.00% | +7+17.9% | Added |
| Trifecta Capital Advisors, LLC | 50 | $938 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $1.00K | 0.00% | −248−82.1% | Reduced |
| Avion Wealth | 31 | $1.00K | 0.00% | −31−50.0% | Reduced |
| Planning Capital Management Corp | 60 | $1.13K | 0.00% | −340−85.0% | Reduced |
| Larson Financial Group LLC | 63 | $1.19K | 0.00% | +1+1.6% | Added |
| JFS Wealth Advisors, LLC | 67 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.26K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 68 | $1.27K | 0.00% | +68 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $1.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.41K | 0.00% | −42−35.9% | Reduced |
| Sofos Investments, Inc. | 75 | $1.42K | 0.00% | +75 | New |
| Boyd Watterson Asset Management LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $1.50K | 0.00% | −8−9.1% | Reduced |
| Eukles Asset Management | 86 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $1.62K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $1.95K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.06K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 111 | $2.08K | 0.00% | +111 | New |
| Fortitude Family Office, LLC | 132 | $2.48K | 0.00% | +132 | New |
| Versant Capital Management, Inc | 136 | $2.55K | 0.00% | +7+5.4% | Added |
| Your Advocates Ltd., LLP | 150 | $2.81K | 0.00% | +150 | New |
| Princeton Global Asset Management LLC | 168 | $3.14K | 0.00% | +3+1.8% | Added |
| PSI Advisors, LLC | 170 | $3.19K | 0.00% | −500−74.6% | Reduced |
| Cornerstone Planning Group LLC | 192 | $3.64K | 0.00% | −94−32.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 195 | $3.66K | 0.00% | +195 | New |
| Manchester Capital Management LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $3.94K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 225 | $4.17K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.31K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 230 | $4.31K | 0.00% | +230 | New |
| Concord Wealth Partners | 230 | $4.31K | 0.00% | +230 | New |
| Zions Bancorporation, N.A. | 237 | $4.44K | 0.00% | +142+149.5% | Added |
| MCF Advisors LLC | 243 | $4.56K | 0.00% | −1−0.4% | Reduced |
| St Germain D J Co Inc | 244 | $4.58K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 245 | $4.59K | 0.00% | −2,889−92.2% | Reduced |
| Old Point Trust & Financial Services N A | 250 | $4.69K | 0.00% | +250 | New |
| Coston, McIsaac & Partners | 308 | $5.00K | 0.00% | +308 | New |
| Private Ocean, LLC | 271 | $5.08K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 284 | $5.33K | 0.00% | −8,446−96.7% | Reduced |
| Investors Research Corp | 287 | $5.38K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 344 | $6.45K | 0.00% | +344 | New |
| Center for Financial Planning, Inc. | 363 | $6.81K | 0.00% | +363 | New |
| SRS Capital Advisors, Inc. | 366 | $6.86K | 0.00% | +197+116.6% | Added |
| Private Wealth Management Group, LLC | 367 | $6.88K | 0.00% | +136+58.9% | Added |
| Venturi Wealth Management, LLC | 373 | $6.99K | 0.00% | +13+3.6% | Added |
| Caldwell Sutter Capital, Inc. | 400 | $7.50K | 0.00% | +400 | New |
| Kiely Wealth Advisory Group, Inc. | 400 | $7.64K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 424 | $7.95K | 0.00% | +69+19.4% | Added |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 477 | $8.00K | 0.00% | +95+24.9% | Added |
| Mather Group, LLC. | 417 | $8.26K | 0.00% | +417 | New |
| Fortis Group Advisors, LLC | 465 | $8.72K | 0.00% | −465−50.0% | Reduced |
| ICA Group Wealth Management, LLC | 470 | $8.81K | 0.00% | −492−51.1% | Reduced |
| Smithfield Trust Co | 471 | $9.00K | 0.00% | +471 | New |
| Quarry LP | 497 | $9.32K | 0.00% | −656−56.9% | Reduced |
| Duncker Streett & Co Inc | 500 | $9.38K | 0.00% | −1,050−67.7% | Reduced |
| Montag A & Associates Inc | 518 | $9.71K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 573 | $10.7K | 0.00% | +53+10.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 590 | $11.1K | 0.00% | +590 | New |
| LRI Investments, LLC | 600 | $11.3K | 0.00% | +600 | New |
| Assetmark, Inc | 610 | $11.4K | 0.00% | +54+9.7% | Added |
| IFP Advisors, Inc | 632 | $11.8K | 0.00% | +326+106.5% | Added |
| Financial Perspectives, Inc | 649 | $12.2K | 0.00% | −1,274−66.3% | Reduced |
| Park Place Capital Corp | 670 | $12.6K | 0.00% | +670 | New |
| Glass Jacobson Investment Advisors llc | 672 | $12.6K | 0.00% | +204+43.6% | Added |
| REAP Financial Group, LLC | 693 | $13.0K | 0.00% | −2,203−76.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 766 | $14.0K | 0.01% | −175−18.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 750 | $14.1K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 750 | $14.1K | 0.00% | +750 | New |
| GHP Investment Advisors, Inc. | 755 | $14.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 783 | $14.7K | 0.00% | +783 | New |
| Central Trust Co | 791 | $14.8K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $15.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 776 | $15.1K | 0.00% | +776 | New |
| Pacifica Partners Inc. | 866 | $15.2K | 0.01% | −200−18.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 907 | $17.0K | 0.01% | −401−30.7% | Reduced |
| HHM Wealth Advisors, LLC | 981 | $18.4K | 0.00% | +371+60.8% | Added |
| Iron Horse Wealth Management, LLC | 1,000 | $18.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,069 | $20.0K | 0.00% | +269+33.6% | Added |
| Monetary Management Group Inc | 1,200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,253 | $23.5K | 0.01% | +1,253 | New |
| Hilltop National Bank | 1,300 | $24.4K | 0.01% | +1,300 | New |
| Bokf, NA | 1,374 | $25.5K | 0.00% | +1,374 | New |