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; 764 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in Healthpeak Properties, Inc. as of Mar 31, 2025. 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
- 757
- +5 vs. Q4 2024
- Shares held
- 663.9M
- +21.5M (+3.3%) vs. Q4 2024
- Total value
- $13.4B
- +$421.9M (+3.2%) vs. Q4 2024
- New holders
- 83
- 344 more added
- Sold out
- 78
- 226 more reduced
10 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 764 | $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, Q1 2025
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 571 | $11.5K | 0.00% | +216+60.8% | Added |
| HHM Wealth Advisors, LLC | 601 | $12.2K | 0.00% | −60−9.1% | Reduced |
| Bell Investment Advisors, Inc | 629 | $12.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 636 | $13.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 662 | $13.4K | 0.00% | +662 | New |
| Grove Bank & Trust | 683 | $13.8K | 0.00% | −168−19.7% | Reduced |
| Clearstead Advisors, LLC | 688 | $13.9K | 0.00% | −81−10.5% | Reduced |
| Financial Perspectives, Inc | 688 | $13.9K | 0.00% | +10+1.5% | Added |
| Cohen & Steers, Inc. | 670 | $14.0K | 0.00% | −108,714−99.4% | Reduced |
| Bruce G. Allen Investments, LLC | 744 | $15.0K | 0.01% | −129−14.8% | Reduced |
| Whipplewood Advisors, LLC | 53 | $15.7K | 0.01% | −1,040−95.2% | Reduced |
| Central Trust Co | 791 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 800 | $16.2K | 0.00% | +800 | New |
| Armstrong Advisory Group, Inc | 810 | $16.4K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 879 | $17.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 903 | $18.1K | 0.00% | −195−17.8% | Reduced |
| American National Bank | 915 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 974 | $19.5K | 0.00% | +974 | New |
| Advisors Asset Management, Inc. | 985 | $19.9K | 0.00% | −22,407−95.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 992 | $20.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,061 | $21.5K | 0.01% | −630−37.3% | Reduced |
| GHP Investment Advisors, Inc. | 1,066 | $21.6K | 0.00% | +311+41.2% | Added |
| HM Payson & Co | 1,069 | $21.6K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,088 | $22.0K | 0.00% | +653+150.1% | Added |
| Zions Bancorporation, National Association | 1,121 | $22.7K | 0.00% | +1,121 | New |
| Monetary Management Group Inc | 1,200 | $24.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,205 | $24.4K | 0.00% | −12−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 1,300 | $26.3K | 0.01% | −425−24.6% | Reduced |
| Skopos Labs, Inc. | 1,312 | $26.5K | 0.01% | +873+198.9% | Added |
| TCTC Holdings, LLC | 1,355 | $27.4K | 0.00% | +751+124.3% | Added |
| MV Capital Management, Inc. | 1,418 | $28.7K | 0.00% | −4−0.3% | Reduced |
| WealthCollab, LLC | 1,449 | $29.3K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,489 | $30.1K | 0.01% | +20+1.4% | Added |
| S.A. Mason LLC | 1,500 | $30.3K | 0.02% | +925+160.9% | Added |
| DAGCO, Inc. | 1,500 | $30.3K | 0.01% | +1,500 | New |
| Future Financial Wealth Managment LLC | 1,500 | $30.3K | 0.02% | +1,500 | New |
| Riverview Trust Co | 1,512 | $30.6K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,515 | $30.6K | 0.01% | +554+57.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,610 | $32.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,805 | $36.5K | 0.03% | +1,805 | New |
| Beacon Capital Management, LLC | 1,816 | $36.7K | 0.00% | +1,054+138.3% | Added |
| Loomis Sayles & Co L P | 1,852 | $37.0K | 0.00% | +886+91.7% | Added |
| Umb Bank N A | 1,842 | $37.2K | 0.00% | −327−15.1% | Reduced |
| Larson Financial Group LLC | 1,873 | $37.9K | 0.00% | +1,024+120.6% | Added |
| Wiser Advisor Group LLC | 1,897 | $38.4K | 0.06% | +28+1.5% | Added |
| Sandy Spring Bank | 1,913 | $38.7K | 0.00% | −717−27.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,022 | $40.9K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $41.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2,054 | $41.5K | 0.01% | −122−5.6% | Reduced |
| 1620 Investment Advisors, Inc. | 2,089 | $42.2K | 0.03% | −49−2.3% | Reduced |
| Harbor Capital Advisors, Inc. | 2,172 | $44.0K | 0.00% | −20,902−90.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,200 | $44.5K | 0.00% | +206+10.3% | Added |
| Cromwell Holdings LLC | 2,326 | $47.0K | 0.03% | +46+2.0% | Added |
| AdvisorNet Financial, Inc | 2,340 | $47.3K | 0.00% | +147+6.7% | Added |
| Mather Group, LLC. | 2,342 | $47.4K | 0.00% | +73+3.2% | Added |
| Rothschild Investment LLC | 2,487 | $50.3K | 0.00% | +1,053+73.4% | Added |
| National Pension Service | 2,571 | $52.0K | 0.00% | −1,113,764−99.8% | Reduced |
| North Star Investment Management Corp. | 2,586 | $52.3K | 0.00% | −229−8.1% | Reduced |
| Brown Brothers Harriman & Co | 2,600 | $52.6K | 0.00% | −1,236−32.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 2,636 | $53.3K | 0.04% | +2,636 | New |
| IFP Advisors, Inc | 2,754 | $55.7K | 0.00% | +508+22.6% | Added |
| Harvest Fund Management Co., Ltd | 2,927 | $59.0K | 0.00% | +1,445+97.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,926 | $59.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 3,058 | $61.8K | 0.03% | −193−5.9% | Reduced |
| NBC Securities, Inc. | 3,111 | $62.0K | 0.01% | +3,108+103,600.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,131 | $63.3K | 0.01% | +551+21.4% | Added |
| Delta Asset Management LLC | 3,203 | $64.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 3,343 | $67.6K | 0.00% | +361+12.1% | Added |
| CoreCap Advisors, LLC | 3,396 | $68.7K | 0.00% | +1,048+44.6% | Added |
| Hexagon Capital Partners LLC | 3,412 | $69.0K | 0.01% | −9−0.3% | Reduced |
| Quent Capital, LLC | 3,434 | $69.4K | 0.01% | +113+3.4% | Added |
| Hanson & Doremus Investment Management | 3,483 | $70.0K | 0.01% | +1,600+85.0% | Added |
| CVA Family Office, LLC | 3,492 | $70.6K | 0.01% | +460+15.2% | Added |
| Wayfinding Financial, LLC | 3,538 | $71.0K | 0.03% | +3,538 | New |
| Principal Securities, Inc. | 3,649 | $74.0K | 0.00% | +57+1.6% | Added |
| LRI Investments, LLC | 3,784 | $76.5K | 0.01% | +149+4.1% | Added |
| Whittier Trust Co | 3,810 | $77.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3,998 | $80.8K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 4,092 | $83.0K | 0.00% | +61+1.5% | Added |
| Allworth Financial LP | 4,814 | $90.6K | 0.00% | +211+4.6% | Added |
| Silvant Capital Management LLC | 4,479 | $90.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,608 | $93.2K | 0.08% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 4,630 | $93.6K | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,695 | $94.9K | 0.00% | −755−13.9% | Reduced |
| Covestor Ltd | 4,750 | $96.0K | 0.06% | +2,935+161.7% | Added |
| Addison Advisors LLC | 4,782 | $96.7K | 0.03% | −32−0.7% | Reduced |
| Tompkins Financial Corp | 5,000 | $101.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5,077 | $102.7K | 0.00% | −620−10.9% | Reduced |
| Smartleaf Asset Management LLC | 5,489 | $110.8K | 0.01% | −1,896−25.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,800 | $117.3K | 0.11% | +5,800 | New |
| Resources Management Corp | 5,845 | $118.0K | 0.02% | −375−6.0% | Reduced |
| Bryn Mawr Trust Co | 5,990 | $121.1K | 0.00% | +501+9.1% | Added |
| Trust Co of Vermont | 6,036 | $122.0K | 0.01% | −1,200−16.6% | Reduced |
| CX Institutional | 6,094 | $123.0K | 0.00% | +6,094 | New |
| Motco | 6,220 | $125.8K | 0.01% | +35+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 6,286 | $127.1K | 0.00% | −195−3.0% | Reduced |