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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Cromwell Holdings LLC | 2,326 | $47.0K | 0.03% | +46+2.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,200 | $44.5K | 0.00% | +206+10.3% | Added |
| Harbor Capital Advisors, Inc. | 2,172 | $44.0K | 0.00% | −20,902−90.6% | Reduced |
| 1620 Investment Advisors, Inc. | 2,089 | $42.2K | 0.03% | −49−2.3% | Reduced |
| Continuum Advisory, LLC | 2,054 | $41.5K | 0.01% | −122−5.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $41.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,022 | $40.9K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,913 | $38.7K | 0.00% | −717−27.3% | Reduced |
| Wiser Advisor Group LLC | 1,897 | $38.4K | 0.06% | +28+1.5% | Added |
| Larson Financial Group LLC | 1,873 | $37.9K | 0.00% | +1,024+120.6% | Added |
| Umb Bank N A | 1,842 | $37.2K | 0.00% | −327−15.1% | Reduced |
| Loomis Sayles & Co L P | 1,852 | $37.0K | 0.00% | +886+91.7% | Added |
| Beacon Capital Management, LLC | 1,816 | $36.7K | 0.00% | +1,054+138.3% | Added |
| Dynamic Wealth Strategies, LLC | 1,805 | $36.5K | 0.03% | +1,805 | New |
| Plante Moran Financial Advisors, LLC | 1,610 | $32.6K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1,515 | $30.6K | 0.01% | +554+57.6% | Added |
| Riverview Trust Co | 1,512 | $30.6K | 0.03% | 00.0% | Unchanged |
| 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 |
| Barrett & Company, Inc. | 1,489 | $30.1K | 0.01% | +20+1.4% | Added |
| WealthCollab, LLC | 1,449 | $29.3K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,418 | $28.7K | 0.00% | −4−0.3% | Reduced |
| TCTC Holdings, LLC | 1,355 | $27.4K | 0.00% | +751+124.3% | Added |
| Skopos Labs, Inc. | 1,312 | $26.5K | 0.01% | +873+198.9% | Added |
| Pinnacle Bancorp, Inc. | 1,300 | $26.3K | 0.01% | −425−24.6% | Reduced |
| Spire Wealth Management | 1,205 | $24.4K | 0.00% | −12−1.0% | Reduced |
| Monetary Management Group Inc | 1,200 | $24.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,121 | $22.7K | 0.00% | +1,121 | New |
| Manchester Capital Management LLC | 1,088 | $22.0K | 0.00% | +653+150.1% | Added |
| HM Payson & Co | 1,069 | $21.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,066 | $21.6K | 0.00% | +311+41.2% | Added |
| Optimum Investment Advisors | 1,061 | $21.5K | 0.01% | −630−37.3% | Reduced |
| Iron Horse Wealth Management, LLC | 1,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 992 | $20.1K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 985 | $19.9K | 0.00% | −22,407−95.8% | Reduced |
| Hughes Financial Services, LLC | 974 | $19.5K | 0.00% | +974 | New |
| American National Bank | 915 | $18.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 903 | $18.1K | 0.00% | −195−17.8% | Reduced |
| Studio Investment Management LLC | 879 | $17.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 810 | $16.4K | 0.00% | 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 |
| Peoples Bank | 800 | $16.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 800 | $16.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 791 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 53 | $15.7K | 0.01% | −1,040−95.2% | Reduced |
| Bruce G. Allen Investments, LLC | 744 | $15.0K | 0.01% | −129−14.8% | Reduced |
| Cohen & Steers, Inc. | 670 | $14.0K | 0.00% | −108,714−99.4% | Reduced |
| Financial Perspectives, Inc | 688 | $13.9K | 0.00% | +10+1.5% | Added |
| Clearstead Advisors, LLC | 688 | $13.9K | 0.00% | −81−10.5% | Reduced |
| Grove Bank & Trust | 683 | $13.8K | 0.00% | −168−19.7% | Reduced |
| South State Corp. | 662 | $13.4K | 0.00% | +662 | New |
| Capital Advisors, Ltd. LLC | 636 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 629 | $12.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 601 | $12.2K | 0.00% | −60−9.1% | Reduced |
| Farmers & Merchants Investments Inc | 571 | $11.5K | 0.00% | +216+60.8% | Added |
| Proathlete Wealth Management LLC | 564 | $11.4K | 0.00% | +564 | New |
| Rosenberg Matthew Hamilton | 537 | $10.9K | 0.00% | +187+53.4% | Added |
| Sierra Ocean, LLC | 525 | $10.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 518 | $10.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 500 | $10.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 465 | $9.40K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $9.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 456 | $8.58K | 0.00% | +352+338.5% | Added |
| Atala Financial Inc | 421 | $8.51K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 407 | $8.24K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 400 | $8.09K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 400 | $8.09K | 0.01% | +400 | New |
| First PREMIER Bank | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 363 | $7.34K | 0.00% | 00.0% | Unchanged |
| City State Bank | 345 | $6.98K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 312 | $6.31K | 0.00% | +312 | New |
| WPG Advisers, LLC | 298 | $6.03K | 0.01% | −91−23.4% | Reduced |
| Valley National Advisers Inc | 339 | $6.00K | 0.00% | +7+2.1% | Added |
| Coston, McIsaac & Partners | 326 | $6.00K | 0.00% | +5+1.6% | Added |
| Meeder Asset Management Inc | 296 | $5.99K | 0.00% | −143−32.6% | Reduced |
| Investors Research Corp | 287 | $5.80K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $5.74K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 275 | $5.56K | 0.03% | +275 | New |
| BankPlus Trust Department | 267 | $5.40K | 0.00% | −29−9.8% | Reduced |
| SWAN Capital LLC | 265 | $5.36K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 250 | $5.05K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 246 | $4.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 239 | $4.83K | 0.00% | −1−0.4% | Reduced |
| Fortitude Family Office, LLC | 233 | $4.71K | 0.00% | −138−37.2% | Reduced |
| Anfield Capital Management, LLC | 231 | $4.67K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.65K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 225 | $4.53K | 0.00% | +225 | New |
| High Note Wealth, LLC | 224 | $4.53K | 0.00% | +17+8.2% | Added |
| Parvin Asset Management, LLC | 216 | $4.37K | 0.00% | +216 | New |
| Creative Capital Management Investments LLC | 210 | $4.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 200 | $4.04K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 200 | $4.04K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 200 | $4.04K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 247 | $4.00K | 0.00% | −9−3.5% | Reduced |
| Princeton Global Asset Management LLC | 178 | $3.59K | 0.00% | +3+1.7% | Added |
| Millstone Evans Group, LLC | 170 | $3.44K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $3.03K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 133 | $3.00K | 0.00% | 00.0% | Unchanged |