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 |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 672 | $12.6K | 0.00% | +204+43.6% | Added |
| Park Place Capital Corp | 670 | $12.6K | 0.00% | +670 | New |
| Financial Perspectives, Inc | 649 | $12.2K | 0.00% | −1,274−66.3% | Reduced |
| IFP Advisors, Inc | 632 | $11.8K | 0.00% | +326+106.5% | Added |
| Assetmark, Inc | 610 | $11.4K | 0.00% | +54+9.7% | Added |
| LRI Investments, LLC | 600 | $11.3K | 0.00% | +600 | New |
| Financial Synergies Wealth Advisors, Inc. | 590 | $11.1K | 0.00% | +590 | New |
| Bell Investment Advisors, Inc | 573 | $10.7K | 0.00% | +53+10.2% | Added |
| Montag A & Associates Inc | 518 | $9.71K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $9.38K | 0.00% | −1,050−67.7% | Reduced |
| Quarry LP | 497 | $9.32K | 0.00% | −656−56.9% | Reduced |
| Smithfield Trust Co | 471 | $9.00K | 0.00% | +471 | New |
| ICA Group Wealth Management, LLC | 470 | $8.81K | 0.00% | −492−51.1% | Reduced |
| Fortis Group Advisors, LLC | 465 | $8.72K | 0.00% | −465−50.0% | Reduced |
| Mather Group, LLC. | 417 | $8.26K | 0.00% | +417 | New |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 477 | $8.00K | 0.00% | +95+24.9% | Added |
| Farmers & Merchants Investments Inc | 424 | $7.95K | 0.00% | +69+19.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 400 | $7.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $7.50K | 0.00% | +400 | New |
| Venturi Wealth Management, LLC | 373 | $6.99K | 0.00% | +13+3.6% | Added |
| Private Wealth Management Group, LLC | 367 | $6.88K | 0.00% | +136+58.9% | Added |
| SRS Capital Advisors, Inc. | 366 | $6.86K | 0.00% | +197+116.6% | Added |
| Center for Financial Planning, Inc. | 363 | $6.81K | 0.00% | +363 | New |
| Front Row Advisors LLC | 344 | $6.45K | 0.00% | +344 | New |
| Investors Research Corp | 287 | $5.38K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 284 | $5.33K | 0.00% | −8,446−96.7% | Reduced |
| Private Ocean, LLC | 271 | $5.08K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 308 | $5.00K | 0.00% | +308 | New |
| Old Point Trust & Financial Services N A | 250 | $4.69K | 0.00% | +250 | New |
| Addison Advisors LLC | 245 | $4.59K | 0.00% | −2,889−92.2% | Reduced |
| St Germain D J Co Inc | 244 | $4.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 243 | $4.56K | 0.00% | −1−0.4% | Reduced |
| Zions Bancorporation, N.A. | 237 | $4.44K | 0.00% | +142+149.5% | Added |
| 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 |
| Rosenberg Matthew Hamilton | 225 | $4.17K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $3.94K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $3.75K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 195 | $3.66K | 0.00% | +195 | New |
| Cornerstone Planning Group LLC | 192 | $3.64K | 0.00% | −94−32.9% | Reduced |
| PSI Advisors, LLC | 170 | $3.19K | 0.00% | −500−74.6% | Reduced |
| Princeton Global Asset Management LLC | 168 | $3.14K | 0.00% | +3+1.8% | Added |
| Your Advocates Ltd., LLP | 150 | $2.81K | 0.00% | +150 | New |
| Versant Capital Management, Inc | 136 | $2.55K | 0.00% | +7+5.4% | Added |
| Fortitude Family Office, LLC | 132 | $2.48K | 0.00% | +132 | New |
| Oakworth Capital, Inc. | 111 | $2.08K | 0.00% | +111 | New |
| St. Johns Investment Management Company, LLC | 110 | $2.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 104 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 82 | $1.62K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.61K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $1.50K | 0.00% | −8−9.1% | Reduced |
| Boyd Watterson Asset Management LLC | 78 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 75 | $1.42K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 75 | $1.41K | 0.00% | −42−35.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 71 | $1.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 68 | $1.27K | 0.00% | +68 | New |
| 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 |
| Larson Financial Group LLC | 63 | $1.19K | 0.00% | +1+1.6% | Added |
| Planning Capital Management Corp | 60 | $1.13K | 0.00% | −340−85.0% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $1.00K | 0.00% | −248−82.1% | Reduced |
| Avion Wealth | 31 | $1.00K | 0.00% | −31−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 50 | $938 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $866 | 0.00% | +7+17.9% | Added |
| Gradient Investments LLC | 44 | $825 | 0.00% | −262−85.6% | Reduced |
| Colonial Trust Advisors | 33 | $614 | 0.00% | −370−91.8% | Reduced |
| TFC Financial Management | 31 | $582 | 0.00% | +3+10.7% | Added |
| Creekmur Asset Management LLC | 31 | $581 | 0.00% | +31 | New |
| Castleview Partners, LLC | 24 | $450 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $300 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $244 | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 10 | $188 | 0.00% | −990−99.0% | Reduced |
| Caitlin John, LLC | 7 | $125 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Financial Management Professionals, Inc. | 24 | $0 | 0.00% | +24 | New |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −1,561,513−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −1,236,150−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −886,209−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −607,553−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −346,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −309,114−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −255,353−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −252,788−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −232,975−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −229,687−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −187,099−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −169,910−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −145,900−100.0% | Sold out |
| Mesirow Institutional Investment Management, Inc. | 0 | $0 | 0.00% | −136,245−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −101,934−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −97,114−100.0% | Sold out |
| Advisors Management Group Inc | 0 | $0 | 0.00% | −94,148−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −93,572−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −78,882−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −63,623−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |