Latest Institutional Transactions on Healthpeak Properties, Inc. (PEAK)
This table provides information on the latest institutional transactions involving Healthpeak Properties, Inc. (PEAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
20.3KNew |
N/A
|
20.3K
$385K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.1K+ 6.92% |
N/A
|
358K
$6.78M
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
350+ 2.26% |
N/A
|
15.8K
$300K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
58+ 0.57% |
N/A
|
10.2K
$193K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
376K+ 58.76% |
N/A
|
1.02M
$19.3M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-122- 5.61% |
N/A
|
2.05K
$39K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
666+ 3.11% |
N/A
|
22.1K
$419K
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
20+ 1.36% |
N/A
|
1.49K
$28.2K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-30- 23.81% |
N/A
|
96
$1.82K
|
|
Apr 21, 2025
Q1 2025
|
Ldr Capital Management LLC
New York, NY |
BUY
|
- |
3.83K+ 3.18% |
N/A
|
124K
$2.36M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
6.87K+ 16.15% |
N/A
|
49.4K
$937K
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
25+ 0.18% |
N/A
|
13.8K
$263K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.1K+ 49.67% |
N/A
|
12.4K
$234K
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-5.6K- 1.0% |
N/A
|
553K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Vanderbilt University
Nashville, TN |
SELL
|
- |
-9.77K- 9.35% |
N/A
|
94.8K
$1.8M
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
564New |
N/A
|
564
$10.7K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 1.47% |
N/A
|
688
$13.1K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-229- 8.13% |
N/A
|
2.59K
$49.1K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
452+ 2.94% |
N/A
|
15.9K
$301K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
81.6K+ 303.45% |
N/A
|
109K
$2.06M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-629- 2.88% |
N/A
|
21.2K
$402K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
33New |
N/A
|
33
$626
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.45K+ 35.27% |
N/A
|
20.9K
$397K
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
216+ 60.85% |
N/A
|
571
$10.8K
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
298+ 2.69% |
N/A
|
11.4K
$216K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
460+ 15.17% |
N/A
|
3.49K
$66.2K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
51New |
N/A
|
51
$967
|
|
Apr 15, 2025
Q1 2025
|
Sarasin & Partners LLP
|
SELL
|
- |
-14.3K- 3.14% |
N/A
|
441K
$8.38M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
26KNew |
N/A
|
26K
$493K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-64- 0.49% |
N/A
|
13K
$247K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
250KNew |
N/A
|
250K
$4.74M
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-60K- 9.11% |
N/A
|
599K
$11.4M
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-4- 0.28% |
N/A
|
1.42K
$26.9K
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.15K- 8.02% |
N/A
|
13.2K
$250K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
335+ 0.16% |
N/A
|
214K
$4.05M
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.8K+ 18.85% |
N/A
|
11.4K
$215K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.93K- 1.72% |
N/A
|
110K
$2.09M
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.9K- 18.93% |
N/A
|
29.5K
$560K
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.71% |
N/A
|
178
$3.38K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
11+ 52.38% |
N/A
|
32
$607
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
95New |
N/A
|
95
$1.8K
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-4.02K- 10.62% |
N/A
|
33.8K
$641K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.44K- 13.64% |
N/A
|
21.8K
$413K
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$28.5K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.2K+ 80.9% |
N/A
|
45.2K
$857K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-1.04K- 95.15% |
N/A
|
53
$1.01K
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.6K+ 7.73% |
N/A
|
22.3K
$422K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.05K+ 73.43% |
N/A
|
2.49K
$47.2K
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
136+ 0.63% |
N/A
|
21.7K
$411K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
20New |
N/A
|
20
$379
|