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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 2,269 | $46.0K | 0.00% | −364−13.8% | Reduced |
| Kapitalo Investimentos Ltda | 2,268 | $46.0K | 0.03% | +2,268 | New |
| IFP Advisors, Inc | 2,246 | $45.5K | 0.00% | +113+5.3% | Added |
| Kestra Investment Management, LLC | 2,219 | $45.0K | 0.00% | +2,219 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 1,994 | $44.6K | 0.00% | +138+7.4% | Added |
| AdvisorNet Financial, Inc | 2,193 | $44.4K | 0.00% | +563+34.5% | Added |
| Continuum Advisory, LLC | 2,176 | $44.1K | 0.01% | +87+4.2% | Added |
| Umb Bank N A | 2,169 | $44.0K | 0.00% | +424+24.3% | Added |
| 1620 Investment Advisors, Inc. | 2,138 | $43.3K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $41.6K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,022 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1,883 | $38.0K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 1,869 | $37.9K | 0.06% | +26+1.4% | Added |
| Covestor Ltd | 1,815 | $37.0K | 0.02% | +1,152+173.8% | Added |
| Pinnacle Bancorp, Inc. | 1,725 | $35.0K | 0.01% | −1,500−46.5% | Reduced |
| Optimum Investment Advisors | 1,691 | $34.3K | 0.02% | −3,370−66.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,610 | $32.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,566 | $31.7K | 0.00% | −4,799−75.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,549 | $31.4K | 0.00% | −66−4.1% | Reduced |
| Riverview Trust Co | 1,512 | $30.6K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,482 | $30.0K | 0.00% | +1,482 | New |
| Barrett & Company, Inc. | 1,469 | $29.8K | 0.01% | +19+1.3% | Added |
| WealthCollab, LLC | 1,449 | $29.4K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,434 | $29.1K | 0.00% | −31−2.1% | Reduced |
| MV Capital Management, Inc. | 1,422 | $28.8K | 0.00% | +4+0.3% | Added |
| Mizuho Bank, Ltd. | 1,400 | $28.4K | 0.01% | +1,400 | New |
| Hilltop National Bank | 1,330 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,307 | $26.5K | 0.01% | +18+1.4% | Added |
| Spire Wealth Management | 1,217 | $24.7K | 0.00% | +59+5.1% | Added |
| Monetary Management Group Inc | 1,200 | $24.3K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,103 | $22.4K | 0.02% | +1,103 | New |
| ORG Partners LLC | 1,098 | $22.3K | 0.00% | +748+213.7% | Added |
| Whipplewood Advisors, LLC | 1,093 | $22.2K | 0.01% | +1,093 | New |
| HM Payson & Co | 1,069 | $21.7K | 0.00% | −26−2.4% | Reduced |
| Quarry LP | 1,061 | $21.5K | 0.00% | −2−0.2% | Reduced |
| 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 |
| Glass Jacobson Investment Advisors llc | 992 | $20.1K | 0.01% | +7+0.7% | Added |
| Loomis Sayles & Co L P | 966 | $20.0K | 0.00% | −2,087−68.4% | Reduced |
| REAP Financial Group, LLC | 961 | $19.5K | 0.00% | +268+38.7% | Added |
| American National Bank | 915 | $18.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 906 | $18.4K | 0.00% | +840+1,272.7% | Added |
| Studio Investment Management LLC | 879 | $17.8K | 0.00% | +879 | New |
| Bruce G. Allen Investments, LLC | 873 | $17.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 866 | $17.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 851 | $17.3K | 0.00% | +678+391.9% | Added |
| Larson Financial Group LLC | 849 | $17.2K | 0.00% | +153+22.0% | Added |
| Armstrong Advisory Group, Inc | 810 | $16.4K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 791 | $16.0K | 0.00% | −3−0.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 769 | $15.6K | 0.00% | +25+3.4% | Added |
| Beacon Capital Management, LLC | 762 | $15.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 755 | $15.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 678 | $13.7K | 0.00% | +10+1.5% | Added |
| HHM Wealth Advisors, LLC | 661 | $13.4K | 0.00% | −140−17.5% | Reduced |
| Capital Advisors, Ltd. LLC | 636 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 629 | $12.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 604 | $12.2K | 0.00% | +604 | New |
| Washington Trust Co | 600 | $12.2K | 0.00% | +600 | New |
| S.A. Mason LLC | 575 | $11.7K | 0.01% | −545−48.7% | Reduced |
| Versant Capital Management, Inc | 574 | $11.6K | 0.00% | +438+322.1% | Added |
| Synergy Financial Management, LLC | 471 | $10.8K | 0.00% | +471 | New |
| Sierra Ocean, LLC | 525 | $10.6K | 0.01% | +525 | New |
| Montag A & Associates Inc | 518 | $10.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 500 | $10.1K | 0.00% | +500 | New |
| Maryland Capital Advisors Inc. | 468 | $9.49K | 0.00% | +468 | New |
| Fortis Group Advisors, LLC | 465 | $9.43K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $9.12K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 450 | $9.12K | 0.01% | +450 | New |
| Meeder Asset Management Inc | 439 | $8.90K | 0.00% | +2+0.5% | Added |
| Skopos Labs, Inc. | 439 | $8.88K | 0.00% | +140+46.8% | Added |
| Manchester Capital Management LLC | 435 | $8.82K | 0.00% | −2−0.5% | Reduced |
| Atala Financial Inc | 421 | $8.53K | 0.01% | +421 | New |
| Caldwell Sutter Capital, Inc. | 400 | $8.11K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 407 | $8.00K | 0.01% | +407 | New |
| WPG Advisers, LLC | 389 | $7.88K | 0.01% | +389 | New |
| Kiely Wealth Advisory Group, Inc. | 400 | $7.84K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 371 | $7.52K | 0.00% | −1,050−73.9% | Reduced |
| Center for Financial Planning, Inc. | 363 | $7.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 355 | $7.20K | 0.00% | −35−9.0% | Reduced |
| Rosenberg Matthew Hamilton | 350 | $7.09K | 0.00% | +350 | New |
| City State Bank | 345 | $6.99K | 0.00% | −200−36.7% | Reduced |
| Fourth Dimension Wealth, LLC | 300 | $6.08K | 0.00% | +300 | New |
| Valley National Advisers Inc | 332 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 321 | $6.00K | 0.00% | +5+1.6% | Added |
| BankPlus Trust Department | 296 | $6.00K | 0.00% | +296 | New |
| Investors Research Corp | 287 | $5.82K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $5.76K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 277 | $5.62K | 0.00% | +49+21.5% | Added |
| SWAN Capital LLC | 265 | $5.37K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 250 | $5.07K | 0.00% | +49+24.4% | Added |
| Hemington Wealth Management | 256 | $5.00K | 0.00% | −18−6.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 246 | $4.99K | 0.00% | +139+129.9% | Added |
| MCF Advisors LLC | 243 | $4.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 240 | $4.87K | 0.00% | −190−44.2% | Reduced |
| Anfield Capital Management, LLC | 231 | $4.68K | 0.00% | 00.0% | Unchanged |