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 783 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
9,638
shares
|
$182,832
0.0% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
9,526
shares
|
$180,708
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
9,500
shares
|
$180,215
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,465
shares
|
$179,551
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
9,436
shares
|
$179,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,359
shares
|
$177,540
0.0% of portfolio
|
Q3 2024
Reduced 76.49%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
9,340
shares
|
$177,179
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
9,285
shares
|
$176,136
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
9,250
shares
|
$175,472
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
9,190
shares
|
$174,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,190
shares
|
$174,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
9,032
shares
|
$171,337
0.02% of portfolio
|
Q2 2022
Added 22.35%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
8,986
shares
|
$170,464
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,868
shares
|
$168,225
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,550
shares
|
$162,193
0.02% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
8,000
shares
|
$151,760
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,974
shares
|
$151,266
0.02% of portfolio
|
Q3 2024
Added 39.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
7,973
shares
|
$151,247
0.02% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,488
shares
|
$142,047
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,409
shares
|
$140,548
0.01% of portfolio
|
Q3 2024
Reduced 40.67%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
7,336
shares
|
$139,163
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,905
shares
|
$130,987
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
6,685
shares
|
$126,814
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,546
shares
|
$124,177
0.0% of portfolio
|
Q2 2024
Added 9.76%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,516
shares
|
$123,608
0.01% of portfolio
|
Q2 2020
Added 13.16%
|