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 |
|---|---|---|---|---|---|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
12,755
shares
|
$241,962
0.01% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
12,684
shares
|
$240,615
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,411
shares
|
$235,436
0.0% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,384
shares
|
$234,924
0.03% of portfolio
|
Q1 2025
Added 19.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
12,355
shares
|
$234,374
0.0% of portfolio
|
Q1 2025
Added 49.67%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
12,354
shares
|
$234,355
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
12,293
shares
|
$233,198
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
12,202
shares
|
$231,471
0.0% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
12,195
shares
|
$231,339
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
12,159
shares
|
$230,656
0.0% of portfolio
|
Q1 2025
Added 20.47%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
12,156
shares
|
$230,599
0.07% of portfolio
|
Q2 2025
Reduced 10.14%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,950
shares
|
$226,691
0.01% of portfolio
|
Q4 2022
Reduced 4.66%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
11,757
shares
|
$223,030
0.02% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,656
shares
|
$221,114
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
11,575
shares
|
$219,577
0.01% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,564
shares
|
$219,369
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,442
shares
|
$217,054
0.0% of portfolio
|
Q2 2025
Reduced 34.44%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
11,350
shares
|
$215,309
0.15% of portfolio
|
Q1 2025
Added 18.85%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
11,248
shares
|
$213,374
0.14% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
11,218
shares
|
$212,805
0.01% of portfolio
|
Q1 2025
Added 10.88%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,180
shares
|
$212,084
0.0% of portfolio
|
Q1 2025
Reduced 6.91%
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
11,129
shares
|
$211,117
0.08% of portfolio
|
Q4 2024
Added 20.31%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
11,004
shares
|
$208,745
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
10,972
shares
|
$208,138
0.02% of portfolio
|
Q1 2025
Added 226.35%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
10,947
shares
|
$207,664
0.0% of portfolio
|
Q1 2025
Added 6.27%
|