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 |
|---|---|---|---|---|---|
| HM Payson & Co | 1,095 | $25.0K | 0.00% | +26+2.4% | Added |
| S.A. Mason LLC | 1,120 | $25.6K | 0.01% | −500−30.9% | Reduced |
| Spire Wealth Management | 1,158 | $26.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 1,200 | $27.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,289 | $29.5K | 0.01% | +17+1.3% | Added |
| Hilltop National Bank | 1,330 | $30.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,418 | $32.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,421 | $32.5K | 0.01% | +1,275+873.3% | Added |
| WealthCollab, LLC | 1,449 | $33.1K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,450 | $33.2K | 0.01% | +17+1.2% | Added |
| Rothschild Investment LLC | 1,465 | $33.5K | 0.00% | +85+6.2% | Added |
| DAGCO, Inc. | 1,500 | $34.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,512 | $34.6K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,590 | $36.4K | 0.01% | +1,590 | New |
| Plante Moran Financial Advisors, LLC | 1,610 | $36.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,615 | $36.9K | 0.00% | +66+4.3% | Added |
| AdvisorNet Financial, Inc | 1,630 | $37.3K | 0.00% | +23+1.4% | Added |
| Dynamic Wealth Strategies, LLC | 1,708 | $39.0K | 0.03% | +942+123.0% | Added |
| Umb Bank N A | 1,745 | $39.9K | 0.00% | −673−27.8% | Reduced |
| Golden State Equity Partners | 1,797 | $41.1K | 0.01% | +1,797 | New |
| Wiser Advisor Group LLC | 1,843 | $42.1K | 0.06% | +25+1.4% | Added |
| Capital Performance Advisors LLP | 1,856 | $42.4K | 0.01% | +1,856 | New |
| Hanson & Doremus Investment Management | 1,883 | $43.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,915 | $43.8K | 0.01% | +1,915 | New |
| Continuum Advisory, LLC | 2,089 | $44.4K | 0.01% | +1,298+164.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,022 | $46.2K | 0.02% | +2,022 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $46.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,133 | $48.8K | 0.00% | −11−0.5% | Reduced |
| 1620 Investment Advisors, Inc. | 2,138 | $48.9K | 0.04% | +49+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,856 | $50.3K | 0.00% | +598+47.5% | Added |
| Cromwell Holdings LLC | 2,280 | $52.1K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,403 | $55.0K | 0.00% | −1,222−33.7% | Reduced |
| Mather Group, LLC. | 2,633 | $60.2K | 0.00% | +1,133+75.5% | Added |
| Thompson Investment Management, Inc. | 2,696 | $61.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,815 | $64.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,926 | $66.9K | 0.00% | +2,200+303.0% | Added |
| National Bank of Canada | 2,999 | $68.6K | 0.00% | +137+4.8% | Added |
| NBC Securities, Inc. | 3,079 | $70.0K | 0.01% | −889−22.4% | Reduced |
| Loomis Sayles & Co L P | 3,053 | $70.0K | 0.00% | +975+46.9% | Added |
| CoreCap Advisors, LLC | 3,065 | $70.1K | 0.00% | +2,134+229.2% | Added |
| LRI Investments, LLC | 3,362 | $71.4K | 0.01% | +973+40.7% | Added |
| Sentry Investment Management LLC | 3,177 | $73.0K | 0.03% | +3,177 | New |
| Lindbrook Capital, LLC | 3,208 | $73.4K | 0.01% | −369−10.3% | Reduced |
| Sandy Spring Bank | 3,218 | $73.6K | 0.00% | +611+23.4% | Added |
| Pinnacle Bancorp, Inc. | 3,225 | $73.8K | 0.02% | +610+23.3% | Added |
| Delta Asset Management LLC | 3,247 | $74.3K | 0.01% | −52−1.6% | Reduced |
| Allworth Financial LP | 3,270 | $74.8K | 0.00% | −109−3.2% | Reduced |
| Quent Capital, LLC | 3,296 | $75.0K | 0.01% | −62−1.8% | Reduced |
| Gen-Wealth Partners Inc | 3,424 | $77.8K | 0.03% | −32−0.9% | Reduced |
| CVA Family Office, LLC | 3,407 | $77.9K | 0.01% | −410−10.7% | Reduced |
| Hexagon Capital Partners LLC | 3,465 | $79.2K | 0.02% | +248+7.7% | Added |
| Brown Brothers Harriman & Co | 3,836 | $87.7K | 0.00% | +2,057+115.6% | Added |
| Bollard Group LLC | 3,975 | $91.0K | 0.00% | +54+1.4% | Added |
| Creative Financial Designs Inc | 3,998 | $91.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 4,060 | $92.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,150 | $94.9K | 0.01% | −12−0.3% | Reduced |
| State of Wyoming | 4,286 | $98.0K | 0.01% | +4,286 | New |
| Northwest & Ethical Investments L.P. | 4,400 | $100.7K | 0.00% | −600−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,452 | $101.8K | 0.00% | +1,029+30.1% | Added |
| Silvant Capital Management LLC | 4,479 | $102.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,608 | $105.4K | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4,729 | $108.2K | 0.00% | +288+6.5% | Added |
| Optiver Holding B.V. | 4,807 | $109.9K | 0.00% | +4,807 | New |
| Addison Advisors LLC | 4,847 | $110.9K | 0.03% | +411+9.3% | Added |
| Tompkins Financial Corp | 5,000 | $114.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,061 | $115.7K | 0.05% | −337−6.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,063 | $115.8K | 0.01% | +269+5.6% | Added |
| CIBC Private Wealth Group, LLC | 5,173 | $118.3K | 0.00% | −1,762−25.4% | Reduced |
| Geneos Wealth Management Inc. | 5,271 | $120.6K | 0.00% | +3,481+194.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,322 | $121.7K | 0.03% | +423+8.6% | Added |
| Smartleaf Asset Management LLC | 5,481 | $123.9K | 0.02% | +2,482+82.8% | Added |
| Bryn Mawr Trust Co | 5,484 | $125.4K | 0.00% | +5,484 | New |
| Exchange Traded Concepts, LLC | 5,962 | $136.4K | 0.00% | +5,962 | New |
| Motco | 6,185 | $141.5K | 0.01% | −1,379−18.2% | Reduced |
| Resources Management Corp | 6,220 | $142.0K | 0.02% | −100−1.6% | Reduced |
| Venturi Wealth Management, LLC | 6,365 | $145.6K | 0.01% | +5,343+522.8% | Added |
| Cullen/Frost Bankers, Inc. | 6,685 | $152.9K | 0.00% | −690−9.4% | Reduced |
| Global Retirement Partners, LLC | 6,905 | $157.9K | 0.00% | +113+1.7% | Added |
| Trust Co of Vermont | 7,336 | $167.8K | 0.01% | −42−0.6% | Reduced |
| Proequities, Inc. | 7,409 | $169.4K | 0.01% | −5,079−40.7% | Reduced |
| Ostrum Asset Management | 7,488 | $171.3K | 0.01% | +91+1.2% | Added |
| Sunbelt Securities, Inc. | 7,973 | $182.3K | 0.02% | −49−0.6% | Reduced |
| Headlands Technologies LLC | 7,974 | $182.4K | 0.02% | +2,242+39.1% | Added |
| Private Trust Co NA | 8,550 | $195.5K | 0.02% | +718+9.2% | Added |
| HB Wealth Management, LLC | 8,868 | $202.8K | 0.00% | +8,868 | New |
| Edgestream Partners, L.P. | 8,986 | $205.5K | 0.01% | +8,986 | New |
| Concurrent Investment Advisors, LLC | 9,190 | $210.2K | 0.01% | +9,190 | New |
| Change Path, LLC | 9,190 | $210.2K | 0.01% | +9,190 | New |
| Prudent Man Advisors, LLC | 9,250 | $211.5K | 0.07% | +9,250 | New |
| Goldstone Financial Group, LLC | 9,285 | $212.3K | 0.04% | +9,285 | New |
| Kestra Advisory Services, LLC | 9,359 | $214.0K | 0.00% | −30,456−76.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,436 | $215.8K | 0.03% | +9,436 | New |
| Ronald Blue Trust, Inc. | 11,016 | $215.9K | 0.00% | +4,144+60.3% | Added |
| Stratos Wealth Advisors, LLC | 9,465 | $216.5K | 0.01% | +9,465 | New |
| Dover Advisors, LLC | 9,500 | $217.3K | 0.12% | +9,500 | New |
| Fernwood Investment Management, LLC | 9,526 | $217.9K | 0.07% | +9,526 | New |
| Horizon Investments, LLC | 9,638 | $220.4K | 0.01% | −1,449−13.1% | Reduced |
| Spears Abacus Advisors LLC | 9,655 | $220.8K | 0.00% | +9,655 | New |
| NewEdge Wealth, LLC | 9,709 | $222.0K | 0.00% | +9,709 | New |
| Jones Financial Companies LLLP | 9,845 | $222.5K | 0.00% | +5,596+131.7% | Added |