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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.81K+ 17.99% |
$50.6K - $62.3K
|
18.4K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$3.61K - $4.44K
|
200
$3.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 1.06% |
$253 - $311
|
1.34K
$25.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.09K+ 22.31% |
$19.7K - $24.3K
|
5.99K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 24.0% |
$108 - $133
|
31
$588
|
|
|
Nov 08, 2023
Q3 2023
|
Diamant Asset Management, Inc.
|
SELL
|
- |
-1.3K- 5.01% |
$23.5K - $28.9K
|
24.6K
$467K
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.53K- 1.83% |
$27.6K - $34K
|
81.9K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.32% |
$235 - $289
|
996
$18.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
7.09K+ 0.12% |
$128K - $157K
|
6.08M
$115M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-111K- 35.37% |
$2.01M - $2.47M
|
204K
$3.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
800New |
$14.4K - $17.8K
|
800
$15.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
31.4KNew |
$567K - $697K
|
31.4K
$596K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
800New |
$14.4K - $17.8K
|
800
$15.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
336New |
$6.06K - $7.46K
|
336
$6.37K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.65K- 4.18% |
$29.7K - $36.6K
|
37.8K
$717K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.6KNew |
$209K - $257K
|
11.6K
$219K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
189New |
$3.41K - $4.2K
|
189
$3.59K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
7.26K+ 32.07% |
$131K - $161K
|
29.9K
$567K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
51New |
$921 - $1.13K
|
51
$967
|
|
| Q2 2023 | |||||||
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-198K- 94.36% |
$3.82M - $4.36M
|
11.8K
$224K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
11.4KNew |
$220K - $251K
|
11.4K
$217K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-645Closed |
$12.4K - $14.2K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.92K- 15.53% |
$56.2K - $64.2K
|
15.9K
$301K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13.5K- 19.62% |
$260K - $297K
|
55.3K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 133.33% |
$308 - $352
|
28
$531
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$290K - $331K
|
15.1K
$286K
|
|
|
Aug 15, 2023
Q2 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-863K- 92.74% |
$16.6M - $19M
|
67.6K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
465K+ 8.75% |
$8.97M - $10.2M
|
5.79M
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-740- 4.48% |
$14.3K - $16.3K
|
15.8K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
640New |
$12.3K - $14.1K
|
640
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-359- 33.46% |
$6.92K - $7.89K
|
714
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.3KNew |
$199K - $227K
|
10.3K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
25.7KNew |
$496K - $566K
|
25.7K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24.7K- 30.22% |
$476K - $544K
|
57.1K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.27K- 59.64% |
$102K - $116K
|
3.57K
$67.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-142K- 25.12% |
$2.73M - $3.12M
|
422K
$8.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.88K+ 24.7% |
$74.7K - $85.3K
|
19.6K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
765New |
$14.7K - $16.8K
|
765
$14.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.5K- 8.12% |
$569K - $649K
|
334K
$6.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67New |
$1.29K - $1.47K
|
67
$1.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.53KNew |
$184K - $210K
|
9.53K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$3.66K - $4.18K
|
190
$3.6K
|
|
|
Aug 07, 2023
Q2 2023
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-6.42K- 3.24% |
$124K - $141K
|
192K
$3.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-330- 0.37% |
$6.36K - $7.26K
|
89.2K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
38.9KNew |
$750K - $856K
|
38.9K
$738K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.5KNew |
$260K - $296K
|
13.5K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 13.98% |
$1.14K - $1.3K
|
363
$6.89K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-326- 1.22% |
$6.28K - $7.17K
|
26.4K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.42% |
$116 - $132
|
428
$8.12K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.9KNew |
$325K - $371K
|
16.9K
$320K
|
|