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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,138
shares
|
$40,557
0.03% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,089
shares
|
$39,628
0.01% of portfolio
|
Q3 2024
Added 164.1%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
2,061
shares
|
$39,097
0.04% of portfolio
|
Q2 2022
Reduced 7.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,022
shares
|
$38,357
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,951
shares
|
$37,010
0.01% of portfolio
|
Q2 2024
Reduced 36.18%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,915
shares
|
$36,327
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
1,883
shares
|
$35,720
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,856
shares
|
$35,208
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
1,856
shares
|
$35,208
0.0% of portfolio
|
Q3 2024
Added 47.54%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,843
shares
|
$34,961
0.06% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,797
shares
|
$34,089
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
1,745
shares
|
$33,102
0.0% of portfolio
|
Q3 2024
Reduced 27.83%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,708
shares
|
$32,400
0.03% of portfolio
|
Q3 2024
Added 122.98%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,630
shares
|
$30,921
0.0% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,615
shares
|
$30,636
0.0% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,610
shares
|
$30,541
0.0% of portfolio
|
Q1 2022
Reduced 13.11%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,590
shares
|
$30,162
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
1,512
shares
|
$28,682
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$28,455
0.01% of portfolio
|
Q1 2024
Added 59.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,465
shares
|
$27,791
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,450
shares
|
$27,506
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
1,449
shares
|
$27,487
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,421
shares
|
$26,956
0.01% of portfolio
|
Q3 2024
Added 873.29%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,418
shares
|
$26,899
0.0% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,330
shares
|
$25,230
0.01% of portfolio
|
Q2 2024
Added 2.31%
|