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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-5.7K- 8.67% |
$92.3K - $119K
|
60.1K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
BUY
|
- |
41.7K+ 29.04% |
$674K - $868K
|
185K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
750New |
$12.1K - $15.6K
|
750
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-370- 91.81% |
$5.99K - $7.71K
|
33
$626
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
94.5KNew |
$1.53M - $1.97M
|
94.5K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.45KNew |
$23.4K - $30.2K
|
1.45K
$27.5K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
343K+ 29.73% |
$5.55M - $7.14M
|
1.5M
$28.4M
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
BUY
|
- |
11.9K+ 12.83% |
$193K - $248K
|
105K
$1.99M
|
|
|
May 09, 2024
Q1 2024
|
First Eagle Investment Management, LLC
|
BUY
|
- |
422KNew |
$6.82M - $8.79M
|
422K
$8M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-111- 0.02% |
$1.8K - $2.31K
|
632K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
471New |
$7.62K - $9.82K
|
471
$8.93K
|
|
|
May 06, 2024
Q1 2024
|
Corbyn Investment Management Inc
|
BUY
|
- |
10.9KNew |
$177K - $227K
|
10.9K
$207K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
72.7KNew |
$1.18M - $1.52M
|
72.7K
$1.38M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
43.5KNew |
$703K - $906K
|
43.5K
$824K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-350- 8.05% |
$5.66K - $7.29K
|
4K
$75.8K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
14.2KNew |
$231K - $297K
|
14.2K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
10.2KNew |
$165K - $212K
|
10.2K
$193K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68KNew |
$27.2K - $35K
|
1.68K
$31.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
15.1KNew |
$244K - $314K
|
15.1K
$286K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-465- 50.0% |
$7.52K - $9.69K
|
465
$8.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
150New |
$2.43K - $3.13K
|
150
$2.85K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-340- 85.0% |
$5.5K - $7.09K
|
60
$1.14K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
363New |
$5.87K - $7.56K
|
363
$6.89K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
24.5KNew |
$397K - $511K
|
24.5K
$465K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
195New |
$3.16K - $4.06K
|
195
$3.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
29.2KNew |
$472K - $608K
|
29.2K
$553K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.05K- 67.74% |
$17K - $21.9K
|
500
$9.49K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$1.8K - $2.31K
|
111
$2.11K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.42K- 15.31% |
$87.7K - $113K
|
30K
$569K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400New |
$6.47K - $8.34K
|
400
$7.59K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
19.6KNew |
$317K - $409K
|
19.6K
$372K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.11K+ 24.51% |
$147K - $190K
|
46.3K
$878K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.41% |
$16.2 - $20.8
|
243
$4.61K
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.51KNew |
$24.5K - $31.5K
|
1.51K
$28.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-200- 18.76% |
$3.24K - $4.17K
|
866
$16.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
590New |
$9.55K - $12.3K
|
590
$11.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.7KNew |
$43.6K - $56.2K
|
2.7K
$51.1K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.2KNew |
$165K - $213K
|
10.2K
$194K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
3.06K+ 26.52% |
$49.5K - $63.8K
|
14.6K
$277K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
26.4KNew |
$428K - $551K
|
26.4K
$501K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-1.79M- 15.91% |
$27.9M - $36.2M
|
9.48M
$180M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
11.2KNew |
$174K - $225K
|
11.2K
$212K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22Closed |
$342 - $444
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
PUT |
112KNew |
$1.74M - $2.26M
|
112K
$2.12M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
937+ 6.88% |
$14.6K - $18.9K
|
14.6K
$276K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.94K- 20.86% |
$45.8K - $59.4K
|
11.2K
$212K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$46.7 - $60.5
|
3
$56.9
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
CALL |
-1.3K- 10.92% |
$20.2K - $26.2K
|
10.6K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
146KNew |
$2.27M - $2.94M
|
146K
$2.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-141- 0.92% |
$2.19K - $2.85K
|
15.2K
$289K
|
|