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, Q2 2025
Institutional positions in Healthpeak Properties, Inc. as of Jun 30, 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
- 736
- −12 vs. Q1 2025
- Shares held
- 652.7M
- −9.62M (−1.5%) vs. Q1 2025
- Total value
- $11.4B
- −$1.96B (−14.6%) vs. Q1 2025
- New holders
- 86
- 285 more added
- Sold out
- 98
- 270 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Healthpeak Properties, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 1,610 | $28.2K | 0.00% | 00.0% | Unchanged |
| Rexford Capital Inc | 1,600 | $28.0K | 0.02% | +1,600 | New |
| Barrett & Company, Inc. | 1,513 | $26.5K | 0.01% | +24+1.6% | Added |
| DAGCO, Inc. | 1,500 | $26.3K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,500 | $26.3K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,449 | $25.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1,360 | $23.8K | 0.00% | −58−4.1% | Reduced |
| TCTC Holdings, LLC | 1,355 | $23.7K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,330 | $23.3K | 0.01% | +1,330 | New |
| Pinnacle Bancorp, Inc. | 1,300 | $22.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,211 | $21.2K | 0.00% | +6+0.5% | Added |
| Beacon Capital Management, LLC | 1,158 | $20.3K | 0.00% | −658−36.2% | Reduced |
| ORG Partners LLC | 1,098 | $19.6K | 0.00% | +195+21.6% | Added |
| HM Payson & Co | 1,069 | $18.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,066 | $18.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,061 | $18.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,058 | $18.5K | 0.00% | −30−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,022 | $17.9K | 0.00% | −1,000−49.5% | Reduced |
| Monetary Management Group Inc | 1,000 | $17.5K | 0.00% | −200−16.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1,000 | $17.5K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $17.5K | 0.01% | +1,000 | New |
| Hughes Financial Services, LLC | 1,038 | $17.5K | 0.00% | +64+6.6% | Added |
| Atlantic Trust, LLC | 943 | $16.5K | 0.00% | +743+371.5% | Added |
| Dynamic Wealth Strategies, LLC | 942 | $16.5K | 0.01% | −863−47.8% | Reduced |
| Trust Co of Toledo NA | 920 | $16.1K | 0.00% | +920 | New |
| Armstrong Advisory Group, Inc | 810 | $14.2K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $14.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 832 | $14.0K | 0.00% | +493+145.4% | Added |
| Central Trust Co | 791 | $13.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 781 | $13.7K | 0.00% | +98+14.3% | Added |
| Advisors Asset Management, Inc. | 766 | $13.4K | 0.00% | −219−22.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 800 | $13.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 697 | $12.2K | 0.00% | +401+135.5% | Added |
| Quaker Wealth Management, LLC | 690 | $12.1K | 0.00% | +690 | New |
| Financial Perspectives, Inc | 688 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 672 | $12.0K | 0.01% | −4,078−85.9% | Reduced |
| Clearstead Advisors, LLC | 661 | $11.6K | 0.00% | −27−3.9% | Reduced |
| Neo Ivy Capital Management | 657 | $11.5K | 0.00% | −64,401−99.0% | Reduced |
| Key Financial Inc | 605 | $10.6K | 0.00% | +605 | New |
| Bell Investment Advisors, Inc | 603 | $10.6K | 0.00% | −26−4.1% | Reduced |
| HHM Wealth Advisors, LLC | 601 | $10.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 584 | $10.2K | 0.00% | −1,289−68.8% | Reduced |
| Farmers & Merchants Investments Inc | 571 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 564 | $9.88K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 524 | $9.17K | 0.01% | +299+132.9% | Added |
| Montag A & Associates Inc | 518 | $9.07K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 515 | $9.02K | 0.00% | +515 | New |
| Duncker Streett & Co Inc | 500 | $8.76K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 468 | $8.20K | 0.00% | −524−52.8% | Reduced |
| Clear Street Markets LLC | 468 | $8.20K | 0.00% | +468 | New |
| Fortis Group Advisors, LLC | 465 | $8.14K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 450 | $7.88K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 423 | $7.41K | 0.00% | +297+235.7% | Added |
| South State Corp. | 420 | $7.36K | 0.00% | −242−36.6% | Reduced |
| Retirement Wealth Solutions LLC | 408 | $7.15K | 0.01% | +1+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 400 | $7.00K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 370 | $6.48K | 0.01% | +72+24.2% | Added |
| Center for Financial Planning, Inc. | 363 | $6.36K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 350 | $6.13K | 0.00% | −187−34.8% | Reduced |
| Ameritas Advisory Services, LLC | 327 | $5.73K | 0.00% | +327 | New |
| Westside Investment Management, Inc. | 316 | $5.65K | 0.00% | +316 | New |
| Compass Financial Services Inc | 312 | $5.46K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 297 | $5.05K | 0.00% | +297 | New |
| Investors Research Corp | 287 | $5.03K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 332 | $5.00K | 0.00% | +6+1.8% | Added |
| DT Investment Partners, LLC | 284 | $4.97K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 265 | $4.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 231 | $4.04K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 230 | $4.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 229 | $4.01K | 0.00% | +176+332.1% | Added |
| Fortitude Family Office, LLC | 217 | $3.80K | 0.00% | −16−6.9% | Reduced |
| Creative Capital Management Investments LLC | 210 | $3.68K | 0.00% | 00.0% | Unchanged |
| City State Bank | 205 | $3.59K | 0.00% | −140−40.6% | Reduced |
| Bellwether Advisors, LLC | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 181 | $3.16K | 0.00% | +3+1.7% | Added |
| Hemington Wealth Management | 185 | $3.00K | 0.00% | −62−25.1% | Reduced |
| Millstone Evans Group, LLC | 170 | $2.98K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 169 | $2.96K | 0.00% | −81−32.4% | Reduced |
| WealthTrak Capital Management LLC | 160 | $2.80K | 0.00% | +90+128.6% | Added |
| Howard Hughes Medical Institute | 151 | $2.64K | 0.00% | +151 | New |
| Coastline Trust Co | 150 | $2.63K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 147 | $2.58K | 0.00% | +87+145.0% | Added |
| Financial Management Professionals, Inc. | 141 | $2.47K | 0.00% | +117+487.5% | Added |
| Crowley Wealth Management, Inc. | 136 | $2.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $2.29K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 112 | $1.96K | 0.00% | −127−53.1% | Reduced |
| Sierra Ocean, LLC | 111 | $1.94K | 0.00% | −414−78.9% | Reduced |
| St. Johns Investment Management Company, LLC | 110 | $1.93K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 110 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 107 | $1.87K | 0.00% | +107 | New |
| Horizon Financial Services, LLC | 104 | $1.82K | 0.00% | +54+108.0% | Added |
| Centricity Wealth Management, LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $1.73K | 0.00% | −32−24.4% | Reduced |
| Cornerstone Planning Group LLC | 98 | $1.69K | 0.00% | −358−78.5% | Reduced |
| High Note Wealth, LLC | 92 | $1.61K | 0.00% | −132−58.9% | Reduced |
| Dogwood Wealth Management LLC | 86 | $1.57K | 0.00% | +86 | New |