Institutional Ownership Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK). We have compiled data on the 823 institutions that hold shares in the stock, with a total of 647 Million shares, which have been reported (via 13F filing form) to have a value of $12.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
14,940
shares
|
$283,411
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
14,864
shares
|
$281,970
0.21% of portfolio
|
Q1 2025
Added 31.96%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
14,752
shares
|
$279,845
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,727
shares
|
$279,371
0.01% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,727
shares
|
$279,371
0.0% of portfolio
|
Q1 2025
Added 377.22%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
14,459
shares
|
$274,287
0.03% of portfolio
|
Q2 2022
Added 29.25%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
14,290
shares
|
$271,081
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
14,199
shares
|
$269,355
0.0% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
14,029
shares
|
$266,130
0.02% of portfolio
|
Q1 2025
Added 124.93%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
13,917
shares
|
$264,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
13,856
shares
|
$262,848
0.0% of portfolio
|
Q2 2025
Reduced 23.0%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
13,847
shares
|
$262,677
0.1% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
13,760
shares
|
$261,027
0.18% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,644
shares
|
$258,826
0.0% of portfolio
|
Q1 2025
Reduced 33.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,533
shares
|
$256,721
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
13,372
shares
|
$253,666
0.0% of portfolio
|
Q1 2025
Reduced 38.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
13,350
shares
|
$253,249
0.0% of portfolio
|
Q1 2025
Added 24.06%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
13,331
shares
|
$252,889
0.02% of portfolio
|
Q2 2025
Reduced 26.88%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
13,248
shares
|
$251,314
0.01% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
13,226
shares
|
$250,897
0.03% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
13,198
shares
|
$250,366
0.27% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
13,012
shares
|
$246,837
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,997
shares
|
$246,553
0.0% of portfolio
|
Q1 2025
Added 29.03%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
12,890
shares
|
$244,523
0.04% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,814
shares
|
$243,081
0.01% of portfolio
|
Q1 2025
Added 8.03%
|