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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 11,732 | $268.3K | 0.01% | +11,732 | New |
| Wetherby Asset Management Inc | 11,691 | $267.4K | 0.01% | −325−2.7% | Reduced |
| TCG Advisory Services, LLC | 11,686 | $267.3K | 0.01% | +27+0.2% | Added |
| AE Wealth Management LLC | 11,516 | $263.4K | 0.00% | +480+4.3% | Added |
| Brevan Howard Capital Management LP | 11,415 | $261.1K | 0.01% | +11,415 | New |
| Provenance Wealth Advisors, LLC | 11,399 | $260.7K | 0.03% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 11,256 | $257.4K | 0.20% | 00.0% | Unchanged |
| Blair William & Co | 11,106 | $254.0K | 0.00% | +338+3.1% | Added |
| Centaurus Financial, Inc. | 11,056 | $253.0K | 0.02% | −504−4.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 10,985 | $251.2K | 0.05% | +10,985 | New |
| Good Life Advisors, LLC | 10,984 | $251.2K | 0.02% | +10,984 | New |
| Novak & Powell Financial Services, Inc. | 10,927 | $249.9K | 0.14% | +150+1.4% | Added |
| Sigma Planning Corp | 10,850 | $248.1K | 0.01% | +10,850 | New |
| Avestar Capital, LLC | 10,800 | $247.0K | 0.03% | +10,800 | New |
| WealthTrust Axiom LLC | 10,725 | $245.3K | 0.07% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,714 | $245.0K | 0.00% | +258+2.5% | Added |
| Regions Financial Corp | 10,665 | $243.9K | 0.00% | +10,665 | New |
| Accurate Wealth Management, LLC | 10,919 | $243.7K | 0.05% | +122+1.1% | Added |
| Meeder Advisory Services, Inc. | 10,653 | $243.6K | 0.02% | +10+0.1% | Added |
| Cim Investment Mangement Inc | 10,561 | $241.5K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 10,558 | $241.5K | 0.01% | −1,093−9.4% | Reduced |
| Bleakley Financial Group, LLC | 10,484 | $239.8K | 0.01% | −22,706−68.4% | Reduced |
| Cetera Trust Company, N.A | 10,475 | $239.6K | 0.15% | 00.0% | Unchanged |
| PFG Investments, LLC | 10,359 | $236.9K | 0.02% | +38+0.4% | Added |
| Prudential PLC | 10,226 | $233.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 10,077 | $230.5K | 0.00% | −950−8.6% | Reduced |
| Diversified Trust Co | 10,061 | $230.1K | 0.01% | −143−1.4% | Reduced |
| Becker Capital Management Inc | 10,040 | $229.6K | 0.01% | −955−8.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,025 | $229.3K | 0.00% | +114+1.2% | Added |
| Howland Capital Management LLC | 10,000 | $228.7K | 0.01% | −745−6.9% | Reduced |
| TownSquare Capital, LLC | 9,877 | $225.9K | 0.00% | +9,877 | New |
| Blankinship & Foster, LLC | 9,865 | $225.6K | 0.06% | +9,865 | New |
| Equitable Holdings, Inc. | 9,794 | $224.0K | 0.00% | +9,794 | New |
| Summit Trail Advisors, LLC | 9,787 | $223.8K | 0.01% | +9,787 | New |
| Raleigh Capital Management Inc. | 9,777 | $223.6K | 0.09% | −552−5.3% | Reduced |
| Jones Financial Companies LLLP | 9,845 | $222.5K | 0.00% | +5,596+131.7% | Added |
| NewEdge Wealth, LLC | 9,709 | $222.0K | 0.00% | +9,709 | New |
| Spears Abacus Advisors LLC | 9,655 | $220.8K | 0.00% | +9,655 | New |
| Horizon Investments, LLC | 9,638 | $220.4K | 0.01% | −1,449−13.1% | Reduced |
| Fernwood Investment Management, LLC | 9,526 | $217.9K | 0.07% | +9,526 | New |
| Dover Advisors, LLC | 9,500 | $217.3K | 0.12% | +9,500 | New |
| Stratos Wealth Advisors, LLC | 9,465 | $216.5K | 0.01% | +9,465 | New |
| Ronald Blue Trust, Inc. | 11,016 | $215.9K | 0.00% | +4,144+60.3% | Added |
| NJ State Employees Deferred Compensation Plan | 9,436 | $215.8K | 0.03% | +9,436 | New |
| Kestra Advisory Services, LLC | 9,359 | $214.0K | 0.00% | −30,456−76.5% | Reduced |
| Goldstone Financial Group, LLC | 9,285 | $212.3K | 0.04% | +9,285 | New |
| Prudent Man Advisors, LLC | 9,250 | $211.5K | 0.07% | +9,250 | New |
| Change Path, LLC | 9,190 | $210.2K | 0.01% | +9,190 | New |
| Concurrent Investment Advisors, LLC | 9,190 | $210.2K | 0.01% | +9,190 | New |
| Edgestream Partners, L.P. | 8,986 | $205.5K | 0.01% | +8,986 | New |
| HB Wealth Management, LLC | 8,868 | $202.8K | 0.00% | +8,868 | New |
| Private Trust Co NA | 8,550 | $195.5K | 0.02% | +718+9.2% | Added |
| Headlands Technologies LLC | 7,974 | $182.4K | 0.02% | +2,242+39.1% | Added |
| Sunbelt Securities, Inc. | 7,973 | $182.3K | 0.02% | −49−0.6% | Reduced |
| Ostrum Asset Management | 7,488 | $171.3K | 0.01% | +91+1.2% | Added |
| Proequities, Inc. | 7,409 | $169.4K | 0.01% | −5,079−40.7% | Reduced |
| Trust Co of Vermont | 7,336 | $167.8K | 0.01% | −42−0.6% | Reduced |
| Global Retirement Partners, LLC | 6,905 | $157.9K | 0.00% | +113+1.7% | Added |
| Cullen/Frost Bankers, Inc. | 6,685 | $152.9K | 0.00% | −690−9.4% | Reduced |
| Venturi Wealth Management, LLC | 6,365 | $145.6K | 0.01% | +5,343+522.8% | Added |
| Resources Management Corp | 6,220 | $142.0K | 0.02% | −100−1.6% | Reduced |
| Motco | 6,185 | $141.5K | 0.01% | −1,379−18.2% | Reduced |
| Exchange Traded Concepts, LLC | 5,962 | $136.4K | 0.00% | +5,962 | New |
| Bryn Mawr Trust Co | 5,484 | $125.4K | 0.00% | +5,484 | New |
| Smartleaf Asset Management LLC | 5,481 | $123.9K | 0.02% | +2,482+82.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,322 | $121.7K | 0.03% | +423+8.6% | Added |
| Geneos Wealth Management Inc. | 5,271 | $120.6K | 0.00% | +3,481+194.5% | Added |
| CIBC Private Wealth Group, LLC | 5,173 | $118.3K | 0.00% | −1,762−25.4% | Reduced |
| EverSource Wealth Advisors, LLC | 5,063 | $115.8K | 0.01% | +269+5.6% | Added |
| Optimum Investment Advisors | 5,061 | $115.7K | 0.05% | −337−6.2% | Reduced |
| Tompkins Financial Corp | 5,000 | $114.3K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,847 | $110.9K | 0.03% | +411+9.3% | Added |
| Optiver Holding B.V. | 4,807 | $109.9K | 0.00% | +4,807 | New |
| Massmutual Trust Co FSB | 4,729 | $108.2K | 0.00% | +288+6.5% | Added |
| Fairscale Capital, LLC | 4,608 | $105.4K | 0.09% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,479 | $102.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,452 | $101.8K | 0.00% | +1,029+30.1% | Added |
| Northwest & Ethical Investments L.P. | 4,400 | $100.7K | 0.00% | −600−12.0% | Reduced |
| State of Wyoming | 4,286 | $98.0K | 0.01% | +4,286 | New |
| SRS Capital Advisors, Inc. | 4,150 | $94.9K | 0.01% | −12−0.3% | Reduced |
| Whittier Trust Co | 4,060 | $92.8K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,998 | $91.4K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 3,975 | $91.0K | 0.00% | +54+1.4% | Added |
| Brown Brothers Harriman & Co | 3,836 | $87.7K | 0.00% | +2,057+115.6% | Added |
| Hexagon Capital Partners LLC | 3,465 | $79.2K | 0.02% | +248+7.7% | Added |
| CVA Family Office, LLC | 3,407 | $77.9K | 0.01% | −410−10.7% | Reduced |
| Gen-Wealth Partners Inc | 3,424 | $77.8K | 0.03% | −32−0.9% | Reduced |
| Quent Capital, LLC | 3,296 | $75.0K | 0.01% | −62−1.8% | Reduced |
| Allworth Financial LP | 3,270 | $74.8K | 0.00% | −109−3.2% | Reduced |
| Delta Asset Management LLC | 3,247 | $74.3K | 0.01% | −52−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 3,225 | $73.8K | 0.02% | +610+23.3% | Added |
| Sandy Spring Bank | 3,218 | $73.6K | 0.00% | +611+23.4% | Added |
| Lindbrook Capital, LLC | 3,208 | $73.4K | 0.01% | −369−10.3% | Reduced |
| Sentry Investment Management LLC | 3,177 | $73.0K | 0.03% | +3,177 | New |
| LRI Investments, LLC | 3,362 | $71.4K | 0.01% | +973+40.7% | Added |
| CoreCap Advisors, LLC | 3,065 | $70.1K | 0.00% | +2,134+229.2% | 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 |
| National Bank of Canada | 2,999 | $68.6K | 0.00% | +137+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,926 | $66.9K | 0.00% | +2,200+303.0% | Added |