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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,365
shares
|
$120,744
0.01% of portfolio
|
Q3 2024
Added 522.8%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
6,220
shares
|
$117,993
0.02% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
6,185
shares
|
$117,329
0.01% of portfolio
|
Q3 2024
Reduced 18.23%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
5,962
shares
|
$113,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
5,484
shares
|
$104,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,481
shares
|
$103,974
0.02% of portfolio
|
Q3 2024
Added 82.76%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,322
shares
|
$100,958
0.03% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
5,271
shares
|
$99,990
0.0% of portfolio
|
Q3 2024
Added 194.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,173
shares
|
$98,131
0.0% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
5,063
shares
|
$96,045
0.01% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
5,061
shares
|
$96,007
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,000
shares
|
$94,850
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,847
shares
|
$91,947
0.03% of portfolio
|
Q3 2024
Added 9.27%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
4,807
shares
|
$91,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
4,729
shares
|
$89,709
0.0% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
4,608
shares
|
$87,413
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
4,479
shares
|
$84,966
0.0% of portfolio
|
Q4 2022
Added 132.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,452
shares
|
$84,454
0.0% of portfolio
|
Q3 2024
Added 30.06%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$83,468
0.0% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
4,286
shares
|
$81,305
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,150
shares
|
$78,725
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
4,060
shares
|
$77,018
0.0% of portfolio
|
Q2 2024
Reduced 3.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,998
shares
|
$75,842
0.01% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,975
shares
|
$75,405
0.0% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
3,836
shares
|
$72,768
0.0% of portfolio
|
Q3 2024
Added 115.63%
|