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 827 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 |
|---|---|---|---|---|---|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
4,630
shares
|
$87,831
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
4,608
shares
|
$87,413
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,479
shares
|
$84,966
0.0% of portfolio
|
Q4 2022
Added 132.19%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
4,440
shares
|
$84,226
0.06% of portfolio
|
Q2 2025
Added 496.77%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
4,415
shares
|
$83,752
0.01% of portfolio
|
Q2 2025
Added 382.51%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
4,283
shares
|
$81,248
0.01% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Bollard Group LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,092
shares
|
$77,625
0.0% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,998
shares
|
$75,842
0.01% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
3,810
shares
|
$72,275
0.0% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
3,784
shares
|
$71,782
0.01% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
3,730
shares
|
$70,758
0.0% of portfolio
|
Q2 2025
Added 102.5%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
3,690
shares
|
$69,999
0.01% of portfolio
|
Q2 2025
Added 3627.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,649
shares
|
$69,221
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
3,538
shares
|
$67,115
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,492
shares
|
$66,243
0.01% of portfolio
|
Q1 2025
Added 15.17%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
3,434
shares
|
$65,142
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
3,412
shares
|
$64,725
0.01% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,396
shares
|
$64,422
0.0% of portfolio
|
Q1 2025
Added 44.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,343
shares
|
$63,416
0.0% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
3,203
shares
|
$60,760
0.01% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
3,058
shares
|
$58,010
0.03% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,044
shares
|
$57,744
0.02% of portfolio
|
Q2 2022
Added 14.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,022
shares
|
$57,327
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
2,927
shares
|
$55,525
0.0% of portfolio
|
Q1 2025
Added 97.5%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
2,926
shares
|
$55,506
0.0% of portfolio
|
Q3 2024
Added 303.03%
|