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, Q3 2024
Institutional positions in Healthpeak Properties, Inc. as of Sep 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
- 736
- +36 vs. Q2 2024
- Shares held
- 643.9M
- +80.4M (+14.3%) vs. Q2 2024
- Total value
- $14.7B
- +$3.66B (+33.2%) vs. Q2 2024
- New holders
- 104
- 272 more added
- Sold out
- 68
- 257 more reduced
9 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $23 | 0.00% | −30,591−100.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3 | $69 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 4 | $92 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $114 | 0.00% | +5 | New |
| Caitlin John, LLC | 6 | $126 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $294 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $306 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $343 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $343 | 0.00% | +15 | New |
| Godsey & Gibb Associates | 38 | $875 | 0.00% | −540−93.4% | Reduced |
| Voisard Asset Management Group, Inc. | 41 | $938 | 0.00% | +41 | New |
| Avion Wealth | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $1.03K | 0.00% | +15+50.0% | Added |
| Trifecta Capital Advisors, LLC | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $1.30K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 66 | $1.51K | 0.00% | −123−65.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 67 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 69 | $1.55K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $1.60K | 0.00% | +8+12.9% | Added |
| Cassady Schiller Wealth Management, LLC | 71 | $1.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.72K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.78K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 79 | $1.81K | 0.00% | +79 | New |
| Baldwin Brothers Inc | 83 | $1.90K | 0.00% | +83 | New |
| Eukles Asset Management | 86 | $1.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $2.21K | 0.00% | +50+106.4% | Added |
| CBIZ Investment Advisory Services, LLC | 107 | $2.45K | 0.00% | +45+72.6% | Added |
| St. Johns Investment Management Company, LLC | 110 | $2.52K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 119 | $2.72K | 0.00% | +119 | New |
| Prestige Wealth Management Group LLC | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 131 | $3.00K | 0.00% | +131 | New |
| Versant Capital Management, Inc | 136 | $3.11K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $3.43K | 0.00% | +150 | New |
| PSI Advisors, LLC | 170 | $3.89K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 172 | $3.94K | 0.00% | +2+1.2% | Added |
| Grove Bank & Trust | 173 | $3.96K | 0.00% | +173 | New |
| Horizon Bancorp Inc | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 195 | $4.46K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $4.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 201 | $4.60K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 210 | $4.80K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 228 | $5.21K | 0.00% | +228 | New |
| Global Trust Asset Management, LLC | 230 | $5.26K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $5.28K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 233 | $5.32K | 0.00% | +233 | New |
| Sachetta, LLC | 235 | $5.38K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 243 | $5.56K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 249 | $5.70K | 0.00% | +249 | New |
| Hemington Wealth Management | 274 | $6.00K | 0.00% | +274 | New |
| SWAN Capital LLC | 265 | $6.06K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $6.50K | 0.00% | +284 | New |
| Investors Research Corp | 287 | $6.56K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 299 | $6.84K | 0.00% | +299 | New |
| Valley National Advisers Inc | 332 | $7.00K | 0.00% | −175−34.5% | Reduced |
| Coston, McIsaac & Partners | 316 | $7.00K | 0.00% | +4+1.3% | Added |
| ORG Partners LLC | 350 | $8.01K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 363 | $8.30K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 400 | $8.73K | 0.01% | +400 | New |
| Bokf, NA | 401 | $8.91K | 0.00% | +2+0.5% | Added |
| Farmers & Merchants Investments Inc | 390 | $8.92K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $9.15K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 415 | $9.49K | 0.00% | +185+80.4% | Added |
| Private Wealth Management Group, LLC | 430 | $9.84K | 0.00% | +5+1.2% | Added |
| Meeder Asset Management Inc | 437 | $9.99K | 0.00% | +30+7.4% | Added |
| Manchester Capital Management LLC | 437 | $9.99K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $10.3K | 0.00% | +450 | New |
| Fortis Group Advisors, LLC | 465 | $10.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $11.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 545 | $12.5K | 0.00% | −425−43.8% | Reduced |
| Assetmark, Inc | 559 | $12.8K | 0.00% | +167+42.6% | Added |
| Bell Investment Advisors, Inc | 629 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 652 | $14.9K | 0.00% | +652 | New |
| Jamison Private Wealth Management, Inc. | 655 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 663 | $15.0K | 0.01% | −22−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 636 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 668 | $15.3K | 0.01% | +9+1.4% | Added |
| REAP Financial Group, LLC | 693 | $15.8K | 0.00% | +123+21.6% | Added |
| Larson Financial Group LLC | 696 | $15.9K | 0.00% | +401+135.9% | Added |
| Clearstead Advisors, LLC | 744 | $17.0K | 0.00% | +341+84.6% | Added |
| Crewe Advisors LLC | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 755 | $17.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 762 | $17.4K | 0.00% | −985−56.4% | Reduced |
| WFA of San Diego, LLC | 765 | $17.5K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 794 | $18.2K | 0.00% | +3+0.4% | Added |
| Peoples Bank | 800 | $18.3K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $18.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 801 | $18.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 866 | $19.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 873 | $20.0K | 0.02% | 00.0% | Unchanged |
| American National Bank | 915 | $20.9K | 0.00% | +915 | New |
| Glass Jacobson Investment Advisors llc | 985 | $22.5K | 0.01% | +7+0.7% | Added |
| Iron Horse Wealth Management, LLC | 1,000 | $22.9K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,063 | $24.3K | 0.01% | +1,063 | New |