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, Q4 2024
Institutional positions in Healthpeak Properties, Inc. as of Dec 31, 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
- 762
- +37 vs. Q3 2024
- Shares held
- 650.0M
- +7.44M (+1.2%) vs. Q3 2024
- Total value
- $13.1B
- −$1.51B (−10.3%) vs. Q3 2024
- New holders
- 108
- 277 more added
- Sold out
- 71
- 287 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Washington Trust Co | 600 | $12.2K | 0.00% | +600 | New |
| TCTC Holdings, LLC | 604 | $12.2K | 0.00% | +604 | New |
| Bell Investment Advisors, Inc | 629 | $12.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 636 | $13.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 661 | $13.4K | 0.00% | −140−17.5% | Reduced |
| Financial Perspectives, Inc | 678 | $13.7K | 0.00% | +10+1.5% | Added |
| GHP Investment Advisors, Inc. | 755 | $15.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 762 | $15.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 769 | $15.6K | 0.00% | +25+3.4% | Added |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 791 | $16.0K | 0.00% | −3−0.4% | Reduced |
| Gould Capital, LLC | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $16.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 849 | $17.2K | 0.00% | +153+22.0% | Added |
| Grove Bank & Trust | 851 | $17.3K | 0.00% | +678+391.9% | Added |
| Pacifica Partners Inc. | 866 | $17.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 873 | $17.7K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 879 | $17.8K | 0.00% | +879 | New |
| Zions Bancorporation, N.A. | 906 | $18.4K | 0.00% | +840+1,272.7% | Added |
| American National Bank | 915 | $18.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 961 | $19.5K | 0.00% | +268+38.7% | Added |
| Loomis Sayles & Co L P | 966 | $20.0K | 0.00% | −2,087−68.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 992 | $20.1K | 0.01% | +7+0.7% | Added |
| Iron Horse Wealth Management, LLC | 1,000 | $20.3K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,000 | $20.3K | 0.00% | +1,000 | New |
| Quarry LP | 1,061 | $21.5K | 0.00% | −2−0.2% | Reduced |
| HM Payson & Co | 1,069 | $21.7K | 0.00% | −26−2.4% | Reduced |
| Whipplewood Advisors, LLC | 1,093 | $22.2K | 0.01% | +1,093 | New |
| ORG Partners LLC | 1,098 | $22.3K | 0.00% | +748+213.7% | Added |
| Caitong International Asset Management Co., Ltd | 1,103 | $22.4K | 0.02% | +1,103 | New |
| Monetary Management Group Inc | 1,200 | $24.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,217 | $24.7K | 0.00% | +59+5.1% | Added |
| Rise Advisors, LLC | 1,307 | $26.5K | 0.01% | +18+1.4% | Added |
| Hilltop National Bank | 1,330 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 1,400 | $28.4K | 0.01% | +1,400 | New |
| MV Capital Management, Inc. | 1,422 | $28.8K | 0.00% | +4+0.3% | Added |
| Rothschild Investment LLC | 1,434 | $29.1K | 0.00% | −31−2.1% | Reduced |
| WealthCollab, LLC | 1,449 | $29.4K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,469 | $29.8K | 0.01% | +19+1.3% | Added |
| Harvest Fund Management Co., Ltd | 1,482 | $30.0K | 0.00% | +1,482 | New |
| Riverview Trust Co | 1,512 | $30.6K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,549 | $31.4K | 0.00% | −66−4.1% | Reduced |
| Venturi Wealth Management, LLC | 1,566 | $31.7K | 0.00% | −4,799−75.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,610 | $32.6K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,691 | $34.3K | 0.02% | −3,370−66.6% | Reduced |
| Pinnacle Bancorp, Inc. | 1,725 | $35.0K | 0.01% | −1,500−46.5% | Reduced |
| Covestor Ltd | 1,815 | $37.0K | 0.02% | +1,152+173.8% | Added |
| Wiser Advisor Group LLC | 1,869 | $37.9K | 0.06% | +26+1.4% | Added |
| Hanson & Doremus Investment Management | 1,883 | $38.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,022 | $41.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $41.6K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,138 | $43.3K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 2,169 | $44.0K | 0.00% | +424+24.3% | Added |
| Continuum Advisory, LLC | 2,176 | $44.1K | 0.01% | +87+4.2% | Added |
| AdvisorNet Financial, Inc | 2,193 | $44.4K | 0.00% | +563+34.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,994 | $44.6K | 0.00% | +138+7.4% | Added |
| Kestra Investment Management, LLC | 2,219 | $45.0K | 0.00% | +2,219 | New |
| IFP Advisors, Inc | 2,246 | $45.5K | 0.00% | +113+5.3% | Added |
| Kapitalo Investimentos Ltda | 2,268 | $46.0K | 0.03% | +2,268 | New |
| Mather Group, LLC. | 2,269 | $46.0K | 0.00% | −364−13.8% | Reduced |
| Cromwell Holdings LLC | 2,280 | $46.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,348 | $47.6K | 0.00% | −717−23.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,580 | $52.3K | 0.01% | −2,742−51.5% | Reduced |
| Sandy Spring Bank | 2,630 | $53.3K | 0.00% | −588−18.3% | Reduced |
| Thompson Investment Management, Inc. | 2,696 | $54.6K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,732 | $55.0K | 0.03% | −445−14.0% | Reduced |
| North Star Investment Management Corp. | 2,815 | $57.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,926 | $59.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,982 | $60.4K | 0.00% | +2,423+433.5% | Added |
| CVA Family Office, LLC | 3,032 | $61.5K | 0.01% | −375−11.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,166 | $64.2K | 0.02% | +3,166 | New |
| Delta Asset Management LLC | 3,203 | $64.9K | 0.01% | −44−1.4% | Reduced |
| Gen-Wealth Partners Inc | 3,251 | $65.9K | 0.03% | −173−5.1% | Reduced |
| Quent Capital, LLC | 3,321 | $67.3K | 0.01% | +25+0.8% | Added |
| Lindbrook Capital, LLC | 3,362 | $68.1K | 0.01% | +154+4.8% | Added |
| Hexagon Capital Partners LLC | 3,421 | $69.3K | 0.01% | −44−1.3% | Reduced |
| Principal Securities, Inc. | 3,592 | $72.8K | 0.00% | +1,189+49.5% | Added |
| LRI Investments, LLC | 3,635 | $73.7K | 0.01% | +273+8.1% | Added |
| Whittier Trust Co | 3,810 | $77.2K | 0.00% | −250−6.2% | Reduced |
| Brown Brothers Harriman & Co | 3,836 | $77.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,910 | $79.3K | 0.10% | +3,910 | New |
| Creative Financial Designs Inc | 3,998 | $81.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 4,031 | $82.0K | 0.00% | +56+1.4% | Added |
| Northwest & Ethical Investments L.P. | 4,400 | $89.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 4,479 | $90.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,593 | $93.3K | 0.00% | −580−11.2% | Reduced |
| Fairscale Capital, LLC | 4,608 | $93.4K | 0.08% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 4,630 | $93.8K | 0.09% | +4,630 | New |
| Allworth Financial LP | 4,603 | $94.6K | 0.00% | +1,333+40.8% | Added |
| Addison Advisors LLC | 4,814 | $97.6K | 0.03% | −33−0.7% | Reduced |
| Tompkins Financial Corp | 5,000 | $101.3K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,275 | $106.9K | 0.01% | +212+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,450 | $110.5K | 0.00% | +998+22.4% | Added |
| Bryn Mawr Trust Co | 5,489 | $111.3K | 0.00% | +5+0.1% | Added |
| Geneos Wealth Management Inc. | 5,549 | $112.5K | 0.00% | +278+5.3% | Added |
| Massmutual Trust Co FSB | 5,697 | $115.5K | 0.00% | +968+20.5% | Added |
| Motco | 6,185 | $125.4K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 6,220 | $126.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6,237 | $126.4K | 0.01% | +2,087+50.3% | Added |