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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 1,370 | $25.7K | 0.00% | −156−10.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,400 | $26.3K | 0.00% | +700+100.0% | Added |
| Barrett & Company, Inc. | 1,414 | $26.5K | 0.01% | −827−36.9% | Reduced |
| WealthCollab, LLC | 1,449 | $27.2K | 0.02% | +1,449 | New |
| Brown Brothers Harriman & Co | 1,497 | $28.1K | 0.00% | +155+11.5% | Added |
| DAGCO, Inc. | 1,500 | $28.1K | 0.01% | +559+59.4% | Added |
| Riverview Trust Co | 1,512 | $28.4K | 0.02% | +1,512 | New |
| City State Bank | 1,535 | $29.0K | 0.01% | −500−24.6% | Reduced |
| AdvisorNet Financial, Inc | 1,600 | $30.0K | 0.00% | +563+54.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,610 | $30.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,620 | $30.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,663 | $31.0K | 0.02% | +977+142.4% | Added |
| Orion Capital Management LLC | 1,700 | $31.9K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,731 | $32.5K | 0.01% | +1,053+155.3% | Added |
| Umb Bank N A | 1,745 | $32.7K | 0.00% | +673+62.8% | Added |
| LGT Financial Advisors LLC | 1,766 | $33.1K | 0.04% | +31+1.8% | Added |
| Wiser Advisor Group LLC | 1,789 | $33.6K | 0.05% | +30+1.7% | Added |
| Walleye Trading LLC | 1,818 | $34.1K | 0.00% | −43,113−96.0% | Reduced |
| Spire Wealth Management | 1,839 | $34.5K | 0.00% | +742+67.6% | Added |
| Sandy Spring Bank | 1,865 | $35.0K | 0.00% | −742−28.5% | Reduced |
| Hanson & Doremus Investment Management | 1,883 | $35.0K | 0.01% | +1,883 | New |
| Smartleaf Asset Management LLC | 2,041 | $37.4K | 0.01% | +1,905+1,400.7% | Added |
| North Star Investment Management Corp. | 2,065 | $38.7K | 0.00% | +336+19.4% | Added |
| Mirova | 2,168 | $40.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,257 | $42.3K | 0.00% | +551+32.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,326 | $43.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,451 | $46.0K | 0.02% | +2,451 | New |
| Benjamin Edwards Inc | 2,517 | $47.0K | 0.01% | −3,392−57.4% | Reduced |
| Group One Trading, L.P. | 2,541 | $47.6K | 0.00% | −5,147−66.9% | Reduced |
| Allworth Financial LP | 2,624 | $49.2K | 0.00% | +750+40.0% | Added |
| Thompson Investment Management, Inc. | 2,696 | $50.5K | 0.01% | +2,696 | New |
| Pinnacle Bancorp, Inc. | 2,740 | $51.4K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,789 | $51.9K | 0.00% | +539+24.0% | Added |
| Sentry Investment Management LLC | 2,748 | $52.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,908 | $54.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,925 | $54.8K | 0.01% | +1,406+92.6% | Added |
| National Bank of Canada | 2,822 | $55.2K | 0.00% | −124,829−97.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 2,995 | $56.0K | 0.00% | −17,086−85.1% | Reduced |
| Loomis Sayles & Co L P | 3,004 | $56.0K | 0.00% | −982−24.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,999 | $56.2K | 0.00% | +2,800+1,407.0% | Added |
| JJJ Advisors Inc. | 3,057 | $57.3K | 0.01% | +3,047+30,470.0% | Added |
| CVA Family Office, LLC | 3,229 | $60.5K | 0.01% | +280+9.5% | Added |
| Delta Asset Management LLC | 3,299 | $61.9K | 0.01% | +3,049+1,219.6% | Added |
| Federation des caisses Desjardins du Quebec | 3,322 | $64.7K | 0.00% | +1,012+43.8% | Added |
| GWM Advisors LLC | 3,658 | $68.6K | 0.00% | +683+23.0% | Added |
| Allianz SE | 3,700 | $69.4K | 0.00% | +3,700 | New |
| Abich Financial Wealth Management LLC | 3,724 | $69.8K | 0.05% | +833+28.8% | Added |
| Steward Partners Investment Advisory, LLC | 3,758 | $70.5K | 0.00% | +1,230+48.7% | Added |
| Bollard Group LLC | 3,863 | $72.0K | 0.00% | +3,863 | New |
| Ronald Blue Trust, Inc. | 3,995 | $74.9K | 0.00% | +3,588+881.6% | Added |
| Creative Financial Designs Inc | 3,998 | $75.0K | 0.01% | −350−8.0% | Reduced |
| NBC Securities, Inc. | 4,020 | $75.0K | 0.01% | +2,076+106.8% | Added |
| Principal Securities, Inc. | 4,044 | $75.8K | 0.00% | +1,335+49.3% | Added |
| Massmutual Trust Co FSB | 4,046 | $75.9K | 0.00% | +1,736+75.2% | Added |
| Whittier Trust Co | 4,192 | $78.6K | 0.00% | −650−13.4% | Reduced |
| Private Trust Co NA | 4,265 | $80.0K | 0.01% | +2,872+206.2% | Added |
| Silvant Capital Management LLC | 4,479 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 5,020 | $94.1K | 0.01% | +5,020 | New |
| Quent Capital, LLC | 5,411 | $101.5K | 0.01% | −69−1.3% | Reduced |
| Global Retirement Partners, LLC | 5,859 | $109.9K | 0.00% | +4,778+442.0% | Added |
| Bessemer Group Inc | 5,959 | $111.0K | 0.00% | +4,457+296.7% | Added |
| Motco | 5,934 | $111.3K | 0.01% | +1,011+20.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,964 | $112.0K | 0.00% | +2,561+75.3% | Added |
| Optimum Investment Advisors | 6,746 | $126.5K | 0.06% | +6,116+970.8% | Added |
| Proequities, Inc. | 7,147 | $134.0K | 0.01% | +114+1.6% | Added |
| CIBC Private Wealth Group, LLC | 7,485 | $138.8K | 0.00% | +7,485 | New |
| Ameritas Investment Partners, Inc. | 7,879 | $147.7K | 0.01% | +1,800+29.6% | Added |
| Resources Management Corp | 7,983 | $150.0K | 0.02% | −1,900−19.2% | Reduced |
| Sunbelt Securities, Inc. | 8,021 | $150.4K | 0.02% | +7,913+7,326.9% | Added |
| Trust Co of Vermont | 8,223 | $154.2K | 0.01% | −1,127−12.1% | Reduced |
| GAMMA Investing LLC | 8,400 | $157.5K | 0.03% | +292+3.6% | Added |
| Farther Finance Advisors, LLC | 8,498 | $157.6K | 0.01% | +90+1.1% | Added |
| SYSTM Wealth Solutions LLC | 8,470 | $158.8K | 0.02% | −3,716−30.5% | Reduced |
| TD Private Client Wealth LLC | 9,343 | $175.2K | 0.01% | +1,904+25.6% | Added |
| Fernwood Investment Management, LLC | 9,526 | $178.6K | 0.05% | +9,526 | New |
| Westpac Banking Corp | 9,843 | $184.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,906 | $185.7K | 0.01% | +9,906 | New |
| NorthRock Partners, LLC | 10,024 | $187.9K | 0.01% | +10,024 | New |
| Huntington National Bank | 10,074 | $188.9K | 0.00% | −325−3.1% | Reduced |
| Lincoln National Corp | 10,172 | $190.7K | 0.00% | +10,172 | New |
| Marcum Wealth, LLC | 10,224 | $191.7K | 0.02% | +10,224 | New |
| Prudential PLC | 10,226 | $191.7K | 0.00% | −23,753−69.9% | Reduced |
| Spears Abacus Advisors LLC | 10,290 | $192.9K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,359 | $194.2K | 0.00% | +10,359 | New |
| Cetera Trust Company, N.A | 10,475 | $196.4K | 0.12% | +6,025+135.4% | Added |
| Blair William & Co | 10,535 | $197.5K | 0.00% | +10,535 | New |
| Regions Financial Corp | 10,639 | $199.5K | 0.00% | +10,639 | New |
| Profund Advisors LLC | 10,678 | $200.2K | 0.01% | +10,678 | New |
| Raleigh Capital Management Inc. | 10,688 | $200.4K | 0.09% | −540−4.8% | Reduced |
| WealthTrust Axiom LLC | 10,725 | $201.1K | 0.06% | +10,725 | New |
| Howland Capital Management LLC | 10,745 | $201.5K | 0.01% | −470−4.2% | Reduced |
| Corbyn Investment Management Inc | 10,911 | $204.6K | 0.09% | +10,911 | New |
| Horizon Investments, LLC | 10,938 | $205.1K | 0.01% | +2,072+23.4% | Added |
| Wetherby Asset Management Inc | 11,163 | $209.3K | 0.01% | +11,163 | New |
| Sowell Financial Services LLC | 11,207 | $210.0K | 0.01% | +11,207 | New |
| Woodward Diversified Capital, LLC | 11,252 | $211.0K | 0.13% | +1,064+10.4% | Added |
| Keynote Financial Services LLC | 11,256 | $211.1K | 0.18% | +11,256 | New |
| TCG Advisory Services, LLC | 11,323 | $212.3K | 0.01% | +11,323 | New |
| Provenance Wealth Advisors, LLC | 11,399 | $213.7K | 0.03% | +11,399 | New |
| Investment Management Corp of Ontario | 11,413 | $214.0K | 0.01% | −1,400−10.9% | Reduced |