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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 136 | $3.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 131 | $3.00K | 0.00% | +131 | New |
| WR Wealth Planners, LLC | 119 | $2.72K | 0.00% | +119 | New |
| St. Johns Investment Management Company, LLC | 110 | $2.52K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 107 | $2.45K | 0.00% | +45+72.6% | Added |
| Dunhill Financial, LLC | 97 | $2.21K | 0.00% | +50+106.4% | Added |
| Eukles Asset Management | 86 | $1.97K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 83 | $1.90K | 0.00% | +83 | New |
| Chilton Capital Management LLC | 79 | $1.81K | 0.00% | +79 | New |
| Boyd Watterson Asset Management LLC | 78 | $1.78K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 71 | $1.62K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 70 | $1.60K | 0.00% | +8+12.9% | Added |
| Cornerstone Planning Group LLC | 69 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 66 | $1.51K | 0.00% | −123−65.1% | Reduced |
| JFS Wealth Advisors, LLC | 57 | $1.30K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $1.03K | 0.00% | +15+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 41 | $938 | 0.00% | +41 | New |
| Godsey & Gibb Associates | 38 | $875 | 0.00% | −540−93.4% | Reduced |
| NVWM, LLC | 15 | $343 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $343 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 13 | $306 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $294 | 0.00% | +13 | New |
| Caitlin John, LLC | 6 | $126 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $114 | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 4 | $92 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 3 | $69 | 0.00% | +3 | New |
| Quest Partners LLC | 1 | $23 | 0.00% | −30,591−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| GEM Realty Capital | 0 | $0 | 0.00% | −1,455,659−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −1,157,306−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −741,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −454,951−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −432,225−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −389,780−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −209,200−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −167,564−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −103,533−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −90,973−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −72,463−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −71,533−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −75,921−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −67,559−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −55,534−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −54,674−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −53,185−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −42,892−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −33,176−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −34,680−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −30,595−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −28,132−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −26,800−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −26,430−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −24,733−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −17,663−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −17,280−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,105−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −16,063−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −15,088−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −14,708−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −12,218−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −11,709−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −11,657−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −10,360−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −7,878−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −5,758−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −4,026−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −1,870−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −693−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −528−100.0% | Sold out |
| Fairway Wealth LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Planning Capital Management Corp | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |