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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 24,963 | $506.0K | 0.01% | +24,963 | New |
| Arete Wealth Advisors, LLC | 25,029 | $506.0K | 0.04% | +4,986+24.9% | Added |
| Park Avenue Securities LLC | 24,700 | $501.0K | 0.01% | +2,567+11.6% | Added |
| Diamant Asset Management, Inc. | 24,640 | $499.5K | 0.32% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 24,577 | $498.2K | 0.15% | +8,675+54.6% | Added |
| Diversified Trust Co | 24,088 | $488.3K | 0.01% | +14,027+139.4% | Added |
| Wealthedge Investment Advisors, LLC | 23,609 | $478.6K | 0.22% | +23,609 | New |
| Silvercrest Asset Management Group LLC | 23,402 | $474.4K | 0.00% | −6,658−22.1% | Reduced |
| Advisors Asset Management, Inc. | 23,392 | $474.2K | 0.01% | −16,690−41.6% | Reduced |
| Harbor Capital Advisors, Inc. | 23,074 | $468.0K | 0.02% | +1,186+5.4% | Added |
| William Blair Investment Management, LLC | 23,030 | $466.8K | 0.00% | +2,027+9.7% | Added |
| Northwestern Mutual Wealth Management Co | 22,937 | $464.9K | 0.00% | +3,563+18.4% | Added |
| Machina Capital S.A.S. | 22,824 | $462.6K | 0.19% | −2,826−11.0% | Reduced |
| Boston Private Wealth LLC | 22,664 | $459.4K | 0.01% | +22,664 | New |
| Quadcap Wealth Management, LLC | 22,545 | $457.0K | 0.07% | −1,937−7.9% | Reduced |
| V-Square Quantitative Management LLC | 22,456 | $455.2K | 0.06% | +98+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,207 | $450.1K | 0.01% | −98−0.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,151 | $449.0K | 0.02% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 22,121 | $448.4K | 0.10% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 21,855 | $443.0K | 0.00% | +21,855 | New |
| Robertson Stephens Wealth Management, LLC | 21,826 | $442.4K | 0.02% | +32+0.1% | Added |
| Connable Office Inc | 21,562 | $437.1K | 0.05% | +2,188+11.3% | Added |
| Dumont & Blake Investment Advisors LLC | 21,540 | $436.6K | 0.12% | −46−0.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 21,422 | $434.2K | 0.08% | +21,422 | New |
| Old National Bancorp | 21,333 | $432.4K | 0.01% | −340−1.6% | Reduced |
| Beach Investment Counsel Inc | 21,215 | $430.0K | 0.06% | −23,530−52.6% | Reduced |
| We Are One Seven, LLC | 21,172 | $429.2K | 0.02% | +2,117+11.1% | Added |
| Huntington National Bank | 20,843 | $422.5K | 0.00% | +613+3.0% | Added |
| Commerzbank Aktiengesellschaft | 21,002 | $420.0K | 0.01% | +797+3.9% | Added |
| Fifth Third Wealth Advisors LLC | 20,670 | $419.0K | 0.02% | +7,941+62.4% | Added |
| Bayesian Capital Management, LP | 20,600 | $417.6K | 0.05% | −94,500−82.1% | Reduced |
| Resources Investment Advisors, LLC. | 20,594 | $417.4K | 0.00% | +266+1.3% | Added |
| Valeo Financial Advisors, LLC | 20,487 | $415.3K | 0.01% | −93−0.5% | Reduced |
| Pathway Financial Advisers, LLC | 20,286 | $411.2K | 0.14% | +1,157+6.0% | Added |
| Toroso Investments, LLC | 20,187 | $409.2K | 0.00% | −49,159−70.9% | Reduced |
| Eqis Capital Management, Inc. | 19,624 | $397.8K | 0.03% | +1,759+9.8% | Added |
| MAI Capital Management | 19,512 | $395.5K | 0.00% | −2,227−10.2% | Reduced |
| Investment Management Corp of Ontario | 19,413 | $393.5K | 0.01% | −4,000−17.1% | Reduced |
| RS Crum Inc. | 19,269 | $390.6K | 0.10% | 00.0% | Unchanged |
| Lecap Asset Management Ltd | 19,107 | $387.3K | 0.10% | −53,766−73.8% | Reduced |
| Brevan Howard Capital Management LP | 19,031 | $385.8K | 0.01% | +7,616+66.7% | Added |
| DF Dent & Co Inc | 18,943 | $384.0K | 0.00% | −4,094−17.8% | Reduced |
| Beacon Pointe Advisors, LLC | 18,809 | $381.3K | 0.00% | −1,504−7.4% | Reduced |
| TCG Advisory Services, LLC | 18,773 | $380.5K | 0.02% | +7,087+60.6% | Added |
| United Services Automobile Association | 18,535 | $375.7K | 0.01% | −4,271−18.7% | Reduced |
| Spirit of America Management Corp | 18,217 | $369.3K | 0.07% | −2,000−9.9% | Reduced |
| FJ Capital Management LLC | 17,939 | $363.6K | 0.04% | +17,939 | New |
| Blair William & Co | 17,916 | $363.1K | 0.00% | +6,810+61.3% | Added |
| Commerce Bank | 17,901 | $362.9K | 0.00% | +421+2.4% | Added |
| Kingswood Wealth Advisors, LLC | 17,773 | $360.3K | 0.03% | −18,355−50.8% | Reduced |
| Verdence Capital Advisors LLC | 17,758 | $360.0K | 0.03% | +1,854+11.7% | Added |
| Two Sigma Investments, LP | 17,753 | $359.9K | 0.00% | −12,030−40.4% | Reduced |
| Voya Financial Advisors, Inc. | 17,958 | $358.8K | 0.04% | +69+0.4% | Added |
| Sonora Investment Management Group, LLC | 18,231 | $356.2K | 0.03% | +3,898+27.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,424 | $352.9K | 0.00% | −8,724−33.4% | Reduced |
| Atomi Financial Group, Inc. | 17,379 | $352.3K | 0.02% | −72−0.4% | Reduced |
| Applied Finance Capital Management, LLC | 17,071 | $346.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16,875 | $342.1K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 16,853 | $341.6K | 0.00% | +1,700+11.2% | Added |
| Ballentine Partners, LLC | 16,788 | $340.3K | 0.01% | +135+0.8% | Added |
| Glenmede Trust Co NA | 16,692 | $338.3K | 0.00% | +1,005+6.4% | Added |
| Menard Financial Group LLC | 16,663 | $337.8K | 0.20% | +1,765+11.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,649 | $337.5K | 0.01% | +700+4.4% | Added |
| Quadrant Capital Group LLC | 16,455 | $333.5K | 0.02% | +387+2.4% | Added |
| HB Wealth Management, LLC | 16,414 | $332.7K | 0.00% | +7,546+85.1% | Added |
| Manske Wealth Management | 16,249 | $329.4K | 0.13% | +16,249 | New |
| New Millennium Group LLC | 15,864 | $321.6K | 0.19% | −86−0.5% | Reduced |
| Annex Advisory Services, LLC | 15,790 | $320.1K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 15,495 | $316.4K | 0.00% | +3,763+32.1% | Added |
| Everence Capital Management Inc | 15,610 | $316.0K | 0.02% | +15,610 | New |
| Dynamic Technology Lab Private Ltd | 15,597 | $316.0K | 0.05% | +15,597 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 15,589 | $316.0K | 0.33% | +3,696+31.1% | Added |
| Pensionmark Financial Group, LLC | 15,491 | $314.0K | 0.01% | +2,748+21.6% | Added |
| Comprehensive Money Management Services LLC | 15,462 | $313.4K | 0.26% | +15,462 | New |
| Insigneo Advisory Services, LLC | 15,455 | $313.3K | 0.03% | +1,339+9.5% | Added |
| Sagespring Wealth Partners, LLC | 15,400 | $312.2K | 0.01% | +15,400 | New |
| Sowell Financial Services LLC | 15,387 | $311.9K | 0.02% | +2,578+20.1% | Added |
| NFP Retirement, Inc. | 15,218 | $308.5K | 0.02% | −1,660−9.8% | Reduced |
| Symphony Financial, Ltd. Co. | 14,636 | $307.4K | 0.05% | +2,548+21.1% | Added |
| RSM US Wealth Management LLC | 15,244 | $304.7K | 0.00% | −649−4.1% | Reduced |
| Capstone Investment Advisors, LLC | 14,413 | $292.2K | 0.00% | +1,949+15.6% | Added |
| GWM Advisors LLC | 14,409 | $292.1K | 0.00% | +1,371+10.5% | Added |
| Kraematon Investment Advisors, Inc | 14,349 | $290.8K | 0.29% | −1,252−8.0% | Reduced |
| Beacon Financial Group | 14,254 | $288.9K | 0.03% | −2,636−15.6% | Reduced |
| Change Path, LLC | 14,016 | $284.1K | 0.01% | +4,826+52.5% | Added |
| Coppell Advisory Solutions LLC | 14,113 | $282.0K | 0.04% | +840+6.3% | Added |
| Duncan Williams Asset Management, LLC | 13,822 | $280.2K | 0.11% | −245−1.7% | Reduced |
| Parkside Financial Bank & Trust | 13,742 | $278.6K | 0.04% | +454+3.4% | Added |
| Hilltop Holdings Inc. | 13,715 | $278.0K | 0.02% | −312−2.2% | Reduced |
| Atlas Brown,Inc. | 13,631 | $276.3K | 0.09% | +60+0.4% | Added |
| Parallel Advisors, LLC | 13,419 | $272.0K | 0.01% | −622−4.4% | Reduced |
| Aspen Wealth Strategies, LLC | 13,330 | $270.2K | 0.17% | −401−2.9% | Reduced |
| NorthRock Partners, LLC | 13,327 | $270.1K | 0.01% | −323−2.4% | Reduced |
| Greenleaf Trust | 13,294 | $269.5K | 0.00% | −5,668−29.9% | Reduced |
| Stephens Inc | 13,280 | $269.2K | 0.00% | −833−5.9% | Reduced |
| Probity Advisors, Inc. | 13,257 | $268.7K | 0.05% | +334+2.6% | Added |
| Integrated Advisors Network LLC | 13,076 | $265.0K | 0.01% | −19−0.1% | Reduced |
| Intech Investment Management LLC | 12,958 | $262.7K | 0.00% | +12,958 | New |
| Sumitomo Life Insurance Co | 12,895 | $261.4K | 0.00% | −525−3.9% | Reduced |
| Archer Investment Corp | 12,876 | $261.0K | 0.07% | 00.0% | Unchanged |