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, Q2 2024
Institutional positions in Healthpeak Properties, Inc. as of Jun 30, 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
- 709
- +36 vs. Q1 2024
- Shares held
- 641.1M
- −220.8K (0.0%) vs. Q1 2024
- Total value
- $12.6B
- +$535.5M (+4.5%) vs. Q1 2024
- New holders
- 107
- 277 more added
- Sold out
- 71
- 237 more reduced
6 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bruce G. Allen Investments, LLC | 873 | $17.1K | 0.01% | −34−3.7% | Reduced |
| CoreCap Advisors, LLC | 931 | $18.2K | 0.00% | +148+18.9% | Added |
| City State Bank | 970 | $19.0K | 0.01% | −565−36.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 978 | $19.2K | 0.01% | +306+45.5% | Added |
| Iron Horse Wealth Management, LLC | 1,000 | $19.6K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,022 | $20.0K | 0.00% | +649+174.0% | Added |
| HM Payson & Co | 1,069 | $21.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,158 | $22.7K | 0.00% | −681−37.0% | Reduced |
| Monetary Management Group Inc | 1,200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,272 | $24.9K | 0.01% | +19+1.5% | Added |
| Hilltop National Bank | 1,330 | $26.1K | 0.01% | +30+2.3% | Added |
| Point72 Hong Kong Ltd | 1,348 | $26.4K | 0.00% | +1,348 | New |
| Rothschild Investment LLC | 1,380 | $27.0K | 0.00% | −34,205−96.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,258 | $27.4K | 0.00% | −142−10.1% | Reduced |
| MV Capital Management, Inc. | 1,418 | $27.8K | 0.00% | +48+3.5% | Added |
| Qube Research & Technologies Ltd | 1,428 | $28.0K | 0.00% | −566,961−99.7% | Reduced |
| Barrett & Company, Inc. | 1,433 | $28.1K | 0.01% | +19+1.3% | Added |
| Mather Group, LLC. | 1,500 | $28.1K | 0.00% | +1,083+259.7% | Added |
| WealthCollab, LLC | 1,449 | $28.4K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,500 | $29.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,512 | $29.6K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,549 | $30.4K | 0.00% | −1,450−48.3% | Reduced |
| AdvisorNet Financial, Inc | 1,607 | $31.5K | 0.00% | +7+0.4% | Added |
| Plante Moran Financial Advisors, LLC | 1,610 | $31.6K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,620 | $31.8K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,747 | $34.2K | 0.01% | +16+0.9% | Added |
| Brown Brothers Harriman & Co | 1,779 | $34.9K | 0.00% | +282+18.8% | Added |
| Geneos Wealth Management Inc. | 1,790 | $35.1K | 0.00% | −467−20.7% | Reduced |
| LGT Financial Advisors LLC | 1,792 | $35.1K | 0.07% | +26+1.5% | Added |
| Wiser Advisor Group LLC | 1,818 | $35.6K | 0.06% | +29+1.6% | Added |
| Family Firm, Inc. | 1,870 | $36.6K | 0.01% | +1,870 | New |
| Hanson & Doremus Investment Management | 1,883 | $37.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,942 | $38.1K | 0.00% | −1,716−46.9% | Reduced |
| JJJ Advisors Inc. | 1,951 | $38.2K | 0.01% | −1,106−36.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $40.2K | 0.01% | +1,300+173.3% | Added |
| 1620 Investment Advisors, Inc. | 2,089 | $40.9K | 0.03% | +2,089 | New |
| Loomis Sayles & Co L P | 2,078 | $41.0K | 0.00% | −926−30.8% | Reduced |
| IFP Advisors, Inc | 2,144 | $42.0K | 0.00% | +1,512+239.2% | Added |
| Cromwell Holdings LLC | 2,280 | $44.7K | 0.03% | +2,280 | New |
| LRI Investments, LLC | 2,389 | $46.8K | 0.01% | +1,789+298.2% | Added |
| Umb Bank N A | 2,418 | $47.4K | 0.00% | +673+38.6% | Added |
| Benjamin Edwards Inc | 2,568 | $50.0K | 0.01% | +51+2.0% | Added |
| Sandy Spring Bank | 2,607 | $51.1K | 0.00% | +742+39.8% | Added |
| Pinnacle Bancorp, Inc. | 2,615 | $51.3K | 0.02% | −125−4.6% | Reduced |
| Thompson Investment Management, Inc. | 2,696 | $52.8K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,815 | $55.2K | 0.00% | +750+36.3% | Added |
| National Bank of Canada | 2,862 | $55.7K | 0.00% | +40+1.4% | Added |
| Smartleaf Asset Management LLC | 2,999 | $57.7K | 0.01% | +958+46.9% | Added |
| Hexagon Capital Partners LLC | 3,217 | $63.1K | 0.01% | +309+10.6% | Added |
| Delta Asset Management LLC | 3,299 | $64.7K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 3,348 | $65.6K | 0.01% | +3,348 | New |
| Quent Capital, LLC | 3,358 | $65.8K | 0.01% | −2,053−37.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,423 | $67.1K | 0.00% | −335−8.9% | Reduced |
| Gen-Wealth Partners Inc | 3,456 | $67.7K | 0.03% | +1,005+41.0% | Added |
| Lindbrook Capital, LLC | 3,577 | $70.1K | 0.01% | +652+22.3% | Added |
| Allworth Financial LP | 3,379 | $70.6K | 0.00% | +755+28.8% | Added |
| Principal Securities, Inc. | 3,625 | $71.0K | 0.00% | −419−10.4% | Reduced |
| CVA Family Office, LLC | 3,817 | $74.8K | 0.01% | +588+18.2% | Added |
| NBC Securities, Inc. | 3,968 | $77.0K | 0.01% | −52−1.3% | Reduced |
| Bollard Group LLC | 3,921 | $77.0K | 0.00% | +58+1.5% | Added |
| Creative Financial Designs Inc | 3,998 | $78.4K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 4,026 | $78.9K | 0.05% | +4,026 | New |
| Whittier Trust Co | 4,060 | $79.5K | 0.00% | −132−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,162 | $81.6K | 0.01% | +3,796+1,037.2% | Added |
| Jones Financial Companies LLLP | 4,249 | $83.3K | 0.00% | +4,249 | New |
| Addison Advisors LLC | 4,436 | $86.9K | 0.03% | +4,191+1,710.6% | Added |
| Massmutual Trust Co FSB | 4,441 | $87.0K | 0.00% | +395+9.8% | Added |
| Silvant Capital Management LLC | 4,479 | $87.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,899 | $96.0K | 0.03% | +4,899 | New |
| Bessemer Group Inc | 4,933 | $97.0K | 0.00% | −1,026−17.2% | Reduced |
| Fairscale Capital, LLC | 4,608 | $97.1K | 0.09% | +4,608 | New |
| Northwest & Ethical Investments L.P. | 5,000 | $98.0K | 0.00% | +5,000 | New |
| Tompkins Financial Corp | 5,000 | $98.0K | 0.01% | −20−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 4,794 | $104.6K | 0.01% | +2,005+71.9% | Added |
| Optimum Investment Advisors | 5,398 | $105.8K | 0.05% | −1,348−20.0% | Reduced |
| Headlands Technologies LLC | 5,732 | $112.3K | 0.01% | +5,732 | New |
| Ninepoint Partners LP | 5,758 | $112.9K | 0.01% | +5,758 | New |
| Resources Management Corp | 6,320 | $124.0K | 0.02% | −1,663−20.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 6,546 | $128.0K | 0.00% | +582+9.8% | Added |
| Ronald Blue Trust, Inc. | 6,872 | $128.8K | 0.00% | +2,877+72.0% | Added |
| Global Retirement Partners, LLC | 6,792 | $133.1K | 0.00% | +933+15.9% | Added |
| CIBC Private Wealth Group, LLC | 6,935 | $136.1K | 0.00% | −550−7.3% | Reduced |
| Point72 Asset Management, L.P. | 7,097 | $139.1K | 0.00% | −1,599,203−99.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,375 | $144.5K | 0.00% | −4,425−37.5% | Reduced |
| Trust Co of Vermont | 7,378 | $144.6K | 0.01% | −845−10.3% | Reduced |
| Ostrum Asset Management | 7,397 | $145.0K | 0.01% | −30,921−80.7% | Reduced |
| Motco | 7,564 | $148.3K | 0.01% | +1,630+27.5% | Added |
| Private Trust Co NA | 7,832 | $153.5K | 0.02% | +3,567+83.6% | Added |
| SYSTM Wealth Solutions LLC | 7,878 | $154.4K | 0.03% | −592−7.0% | Reduced |
| Sunbelt Securities, Inc. | 8,022 | $157.2K | 0.02% | +10.0% | Added |
| Point72 (DIFC) Ltd | 8,212 | $161.0K | 0.01% | +8,212 | New |
| Federation des caisses Desjardins du Quebec | 9,911 | $194.3K | 0.00% | +6,589+198.3% | Added |
| TD Private Client Wealth LLC | 10,008 | $196.2K | 0.01% | +665+7.1% | Added |
| Nomura Holdings Inc | 10,185 | $199.6K | 0.00% | +10,185 | New |
| Diversified Trust Co | 10,204 | $200.0K | 0.01% | +10,204 | New |
| Prudential PLC | 10,226 | $200.4K | 0.00% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,321 | $202.3K | 0.01% | −42,034−80.3% | Reduced |
| Raleigh Capital Management Inc. | 10,329 | $202.5K | 0.09% | −359−3.4% | Reduced |
| Merit Financial Group, LLC | 10,360 | $203.1K | 0.00% | +10,360 | New |
| Prime Capital Investment Advisors, LLC | 10,456 | $204.9K | 0.00% | +10,456 | New |