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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 1,200 | $23.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,158 | $22.7K | 0.00% | −681−37.0% | Reduced |
| HM Payson & Co | 1,069 | $21.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,022 | $20.0K | 0.00% | +649+174.0% | Added |
| Iron Horse Wealth Management, LLC | 1,000 | $19.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 978 | $19.2K | 0.01% | +306+45.5% | Added |
| City State Bank | 970 | $19.0K | 0.01% | −565−36.8% | Reduced |
| CoreCap Advisors, LLC | 931 | $18.2K | 0.00% | +148+18.9% | Added |
| Bruce G. Allen Investments, LLC | 873 | $17.1K | 0.01% | −34−3.7% | Reduced |
| Pacifica Partners Inc. | 866 | $16.9K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 827 | $16.2K | 0.00% | +827 | New |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $15.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 801 | $15.7K | 0.00% | −180−18.3% | Reduced |
| Gould Capital, LLC | 800 | $15.7K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $15.7K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 791 | $15.5K | 0.00% | +15+1.9% | Added |
| Central Trust Co | 791 | $15.5K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 766 | $15.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 765 | $15.0K | 0.01% | +765 | New |
| GHP Investment Advisors, Inc. | 755 | $14.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 750 | $14.7K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 726 | $14.2K | 0.00% | −1,600−68.8% | Reduced |
| Great Lakes Retirement, Inc. | 693 | $13.6K | 0.00% | +693 | New |
| Covestor Ltd | 685 | $13.0K | 0.01% | −978−58.8% | Reduced |
| Unique Wealth Strategies, LLC | 690 | $12.9K | 0.01% | +690 | New |
| Financial Perspectives, Inc | 659 | $12.9K | 0.00% | +10+1.5% | Added |
| Jamison Private Wealth Management, Inc. | 655 | $12.8K | 0.00% | −30,747−97.9% | Reduced |
| Bell Investment Advisors, Inc | 629 | $12.3K | 0.00% | +56+9.8% | Added |
| Capital Advisors, Ltd. LLC | 636 | $12.0K | 0.00% | +582+1,077.8% | Added |
| Godsey & Gibb Associates | 578 | $11.3K | 0.00% | +578 | New |
| REAP Financial Group, LLC | 570 | $11.2K | 0.00% | −123−17.7% | Reduced |
| Opal Wealth Advisors, LLC | 528 | $10.3K | 0.00% | +528 | New |
| Montag A & Associates Inc | 518 | $10.2K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $9.80K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $9.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 507 | $9.00K | 0.00% | +30+6.3% | Added |
| Manchester Capital Management LLC | 437 | $8.57K | 0.00% | +237+118.5% | Added |
| Private Wealth Management Group, LLC | 425 | $8.33K | 0.00% | +58+15.8% | Added |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 407 | $7.98K | 0.00% | −9,499−95.9% | Reduced |
| Clearstead Advisors, LLC | 403 | $7.90K | 0.00% | +403 | New |
| Caldwell Sutter Capital, Inc. | 400 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 399 | $7.82K | 0.00% | −975−71.0% | Reduced |
| Assetmark, Inc | 392 | $7.68K | 0.00% | −218−35.7% | Reduced |
| Farmers & Merchants Investments Inc | 390 | $7.64K | 0.00% | −34−8.0% | Reduced |
| Fairway Wealth LLC | 388 | $7.61K | 0.00% | +388 | New |
| Center for Financial Planning, Inc. | 363 | $7.12K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 350 | $6.82K | 0.00% | +350 | New |
| Front Row Advisors LLC | 320 | $6.27K | 0.00% | −24−7.0% | Reduced |
| Redwood Wealth Management Group, LLC | 310 | $6.08K | 0.00% | +310 | New |
| Coston, McIsaac & Partners | 312 | $6.00K | 0.00% | +4+1.3% | Added |
| Larson Financial Group LLC | 295 | $5.79K | 0.00% | +232+368.3% | Added |
| Investors Research Corp | 287 | $5.63K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 267 | $5.23K | 0.00% | +223+506.8% | Added |
| SWAN Capital LLC | 265 | $5.19K | 0.00% | +265 | New |
| Sachetta, LLC | 235 | $5.13K | 0.00% | +153+186.6% | Added |
| MCF Advisors LLC | 243 | $4.76K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $4.53K | 0.00% | +231 | New |
| First Personal Financial Services | 230 | $4.51K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.51K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 225 | $4.38K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 212 | $4.16K | 0.00% | +212 | New |
| Creative Capital Management Investments LLC | 210 | $4.12K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 201 | $3.94K | 0.00% | +201 | New |
| Atlantic Trust, LLC | 200 | $3.92K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 195 | $3.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 189 | $3.70K | 0.00% | −48−20.3% | Reduced |
| Princeton Global Asset Management LLC | 170 | $3.33K | 0.00% | +2+1.2% | Added |
| PSI Advisors, LLC | 170 | $3.33K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 157 | $3.00K | 0.00% | −62−28.3% | Reduced |
| Fortitude Family Office, LLC | 146 | $2.86K | 0.00% | +14+10.6% | Added |
| Versant Capital Management, Inc | 136 | $2.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $2.57K | 0.00% | +131 | New |
| Oakworth Capital, Inc. | 111 | $2.18K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $2.16K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 115 | $2.16K | 0.00% | +115 | New |
| Moisand Fitzgerald Tamayo, LLC | 104 | $2.04K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $1.69K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 69 | $1.43K | 0.00% | −123−64.1% | Reduced |
| Triad Wealth Partners, LLC | 72 | $1.41K | 0.00% | +72 | New |
| Cassady Schiller Wealth Management, LLC | 71 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.31K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 62 | $1.22K | 0.00% | +31+100.0% | Added |
| CBIZ Investment Advisory Services, LLC | 62 | $1.22K | 0.00% | +62 | New |
| Planning Capital Management Corp | 60 | $1.18K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 58 | $1.14K | 0.00% | −3,666−98.4% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $1.12K | 0.00% | −10−14.9% | Reduced |
| Avion Wealth | 58 | $1.00K | 0.00% | +27+87.1% | Added |
| Trifecta Capital Advisors, LLC | 50 | $980 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $927 | 0.00% | +1+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 44 | $861 | 0.00% | −36−45.0% | Reduced |
| ICA Group Wealth Management, LLC | 40 | $784 | 0.00% | −430−91.5% | Reduced |
| Innealta Capital, LLC | 37 | $725 | 0.00% | +37 | New |
| Carolinas Wealth Consulting LLC | 30 | $588 | 0.00% | +20+200.0% | Added |
| Johnson Financial Group, Inc. | 29 | $569 | 0.00% | +29 | New |
| Abound Wealth Management | 28 | $557 | 0.00% | +28 | New |
| Archer Investment Corp | 16 | $314 | 0.00% | 00.0% | Unchanged |