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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 2,815 | $64.4K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 2,696 | $61.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,633 | $60.2K | 0.00% | +1,133+75.5% | Added |
| Principal Securities, Inc. | 2,403 | $55.0K | 0.00% | −1,222−33.7% | Reduced |
| Cromwell Holdings LLC | 2,280 | $52.1K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,856 | $50.3K | 0.00% | +598+47.5% | Added |
| 1620 Investment Advisors, Inc. | 2,138 | $48.9K | 0.04% | +49+2.3% | Added |
| IFP Advisors, Inc | 2,133 | $48.8K | 0.00% | −11−0.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $46.9K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,022 | $46.2K | 0.02% | +2,022 | New |
| Continuum Advisory, LLC | 2,089 | $44.4K | 0.01% | +1,298+164.1% | Added |
| FinTrust Capital Advisors, LLC | 1,915 | $43.8K | 0.01% | +1,915 | New |
| Hanson & Doremus Investment Management | 1,883 | $43.0K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,856 | $42.4K | 0.01% | +1,856 | New |
| Wiser Advisor Group LLC | 1,843 | $42.1K | 0.06% | +25+1.4% | Added |
| Golden State Equity Partners | 1,797 | $41.1K | 0.01% | +1,797 | New |
| Umb Bank N A | 1,745 | $39.9K | 0.00% | −673−27.8% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,708 | $39.0K | 0.03% | +942+123.0% | Added |
| AdvisorNet Financial, Inc | 1,630 | $37.3K | 0.00% | +23+1.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,615 | $36.9K | 0.00% | +66+4.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,610 | $36.8K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,590 | $36.4K | 0.01% | +1,590 | New |
| Riverview Trust Co | 1,512 | $34.6K | 0.03% | 00.0% | Unchanged |
| DAGCO, Inc. | 1,500 | $34.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,465 | $33.5K | 0.00% | +85+6.2% | Added |
| Barrett & Company, Inc. | 1,450 | $33.2K | 0.01% | +17+1.2% | Added |
| WealthCollab, LLC | 1,449 | $33.1K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,421 | $32.5K | 0.01% | +1,275+873.3% | Added |
| MV Capital Management, Inc. | 1,418 | $32.4K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,330 | $30.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,289 | $29.5K | 0.01% | +17+1.3% | Added |
| Monetary Management Group Inc | 1,200 | $27.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,158 | $26.5K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,120 | $25.6K | 0.01% | −500−30.9% | Reduced |
| HM Payson & Co | 1,095 | $25.0K | 0.00% | +26+2.4% | Added |
| Quarry LP | 1,063 | $24.3K | 0.01% | +1,063 | New |
| Iron Horse Wealth Management, LLC | 1,000 | $22.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 985 | $22.5K | 0.01% | +7+0.7% | Added |
| American National Bank | 915 | $20.9K | 0.00% | +915 | New |
| Bruce G. Allen Investments, LLC | 873 | $20.0K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 866 | $19.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $19.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $18.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 801 | $18.3K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $18.3K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $18.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 794 | $18.2K | 0.00% | +3+0.4% | Added |
| WFA of San Diego, LLC | 765 | $17.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 762 | $17.4K | 0.00% | −985−56.4% | Reduced |
| GHP Investment Advisors, Inc. | 755 | $17.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 744 | $17.0K | 0.00% | +341+84.6% | Added |
| Larson Financial Group LLC | 696 | $15.9K | 0.00% | +401+135.9% | Added |
| REAP Financial Group, LLC | 693 | $15.8K | 0.00% | +123+21.6% | Added |
| Financial Perspectives, Inc | 668 | $15.3K | 0.01% | +9+1.4% | Added |
| Covestor Ltd | 663 | $15.0K | 0.01% | −22−3.2% | Reduced |
| Capital Advisors, Ltd. LLC | 636 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 655 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 652 | $14.9K | 0.00% | +652 | New |
| Bell Investment Advisors, Inc | 629 | $14.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 559 | $12.8K | 0.00% | +167+42.6% | Added |
| City State Bank | 545 | $12.5K | 0.00% | −425−43.8% | Reduced |
| Montag A & Associates Inc | 518 | $11.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $10.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $10.3K | 0.00% | +450 | New |
| Manchester Capital Management LLC | 437 | $9.99K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 437 | $9.99K | 0.00% | +30+7.4% | Added |
| Private Wealth Management Group, LLC | 430 | $9.84K | 0.00% | +5+1.2% | Added |
| First Personal Financial Services | 415 | $9.49K | 0.00% | +185+80.4% | Added |
| Caldwell Sutter Capital, Inc. | 400 | $9.15K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 390 | $8.92K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 401 | $8.91K | 0.00% | +2+0.5% | Added |
| Kiely Wealth Advisory Group, Inc. | 400 | $8.73K | 0.01% | +400 | New |
| Center for Financial Planning, Inc. | 363 | $8.30K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 350 | $8.01K | 0.00% | 00.0% | Unchanged |
| 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 |
| Skopos Labs, Inc. | 299 | $6.84K | 0.00% | +299 | New |
| Investors Research Corp | 287 | $6.56K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $6.50K | 0.00% | +284 | New |
| SWAN Capital LLC | 265 | $6.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 274 | $6.00K | 0.00% | +274 | New |
| Foster Dykema Cabot & Partners, LLC | 249 | $5.70K | 0.00% | +249 | New |
| MCF Advisors LLC | 243 | $5.56K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 235 | $5.38K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 233 | $5.32K | 0.00% | +233 | New |
| Anfield Capital Management, LLC | 231 | $5.28K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $5.26K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 228 | $5.21K | 0.00% | +228 | New |
| Creative Capital Management Investments LLC | 210 | $4.80K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 201 | $4.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $4.57K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 195 | $4.46K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 173 | $3.96K | 0.00% | +173 | New |
| Princeton Global Asset Management LLC | 172 | $3.94K | 0.00% | +2+1.2% | Added |
| PSI Advisors, LLC | 170 | $3.89K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $3.43K | 0.00% | +150 | New |