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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$276K - $322K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.62KClosed |
$96.1K - $112K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-800Closed |
$21.2K - $24.7K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
290New |
$7.7K - $8.96K
|
290
$5.5K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.73KClosed |
$46K - $53.5K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-44Closed |
$1.17K - $1.36K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Harvest Investment Services, LLC
|
SELL
|
- |
-7.75KClosed |
$206K - $239K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.72KClosed |
$72.1K - $83.8K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Hc Financial Advisors Inc
|
SELL
|
- |
-800Closed |
$21.2K - $24.7K
|
0
$0
|
|
Jan 11, 2021
Q4 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
8.74K+ 74.15% |
$232K - $270K
|
20.5K
$389K
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-250Closed |
$6.4K - $7.26K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.89KClosed |
$48.4K - $54.9K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-15.3KClosed |
$392K - $444K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Land & Buildings Investment Management, LLC
Stamford, CT |
SELL
|
- |
-644KClosed |
$16.5M - $18.7M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
850New |
$21.7K - $24.7K
|
850
$16.1K
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
SELL
|
- |
-536Closed |
$13.7K - $15.6K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-483Closed |
$12.4K - $14K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-290Closed |
$7.42K - $8.42K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-37.2KClosed |
$952K - $1.08M
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
127New |
$3.25K - $3.69K
|
127
$2.41K
|
|
Nov 09, 2020
Q3 2020
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-7.31KClosed |
$187K - $212K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-14.8K- 28.26% |
$379K - $430K
|
37.6K
$713K
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-7Closed |
$179 - $203
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-200Closed |
$5.12K - $5.81K
|
0
$0
|
|
Q2 2020 | |||||||
Nov 09, 2023
Q2 2020
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-300Closed |
$6.09K - $8.95K
|
0
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
879+ 13.16% |
$17.8K - $26.2K
|
7.56K
$143K
|
|
Nov 18, 2022
Q2 2020
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.32K- 11.64% |
$26.7K - $39.3K
|
10K
$190K
|
|
Aug 01, 2022
Q2 2020
|
Cowen Prime Advisors LLC
|
BUY
|
- |
8KNew |
$162K - $239K
|
8K
$152K
|
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-49Closed |
$994 - $1.46K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-174Closed |
$3.53K - $5.19K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-550Closed |
$11.2K - $16.4K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43Closed |
$872 - $1.28K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$233K - $342K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-63.5KClosed |
$1.29M - $1.89M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-13.8KClosed |
$279K - $411K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-954KClosed |
$19.4M - $28.4M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-379Closed |
$7.69K - $11.3K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-208Closed |
$4.22K - $6.2K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-3.8KClosed |
$77.1K - $113K
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-64.5KClosed |
$1.31M - $1.92M
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-23Closed |
$467 - $686
|
0
$0
|
|
Aug 11, 2020
Q2 2020
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-19.7KClosed |
$401K - $589K
|
0
$0
|
|
Aug 07, 2020
Q2 2020
|
Tlwm
San Antonio, TX |
SELL
|
- |
-14.7KClosed |
$298K - $438K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Forward Management, LLC
|
SELL
|
- |
-247KClosed |
$5.01M - $7.36M
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-573Closed |
$11.6K - $17.1K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-27.5KClosed |
$558K - $820K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-9.64KClosed |
$195K - $287K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100Closed |
$2.03K - $2.98K
|
0
$0
|
|
Jul 22, 2020
Q2 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-7.37KClosed |
$150K - $220K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-13.3KClosed |
$270K - $397K
|
0
$0
|