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 |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
525
shares
|
$9,959
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
524
shares
|
$9,940
0.01% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
518
shares
|
$9,826
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$9,485
0.0% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
465
shares
|
$8,821
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
462
shares
|
$8,764
0.0% of portfolio
|
Q2 2023
Reduced 0.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
456
shares
|
$8,650
0.0% of portfolio
|
Q1 2025
Added 338.46%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
450
shares
|
$8,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
421
shares
|
$7,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
415
shares
|
$7,872
0.0% of portfolio
|
Q3 2024
Added 80.43%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
408
shares
|
$7,739
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$7,588
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
400
shares
|
$7,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$7,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
363
shares
|
$6,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
345
shares
|
$6,544
0.0% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
339
shares
|
$6,430
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
326
shares
|
$6,184
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
312
shares
|
$5,918
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$5,691
0.0% of portfolio
|
Q1 2021
Reduced 90.45%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
298
shares
|
$5,653
0.01% of portfolio
|
Q1 2025
Reduced 23.39%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
296
shares
|
$5,615
0.0% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
287
shares
|
$5,444
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
284
shares
|
$5,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
275
shares
|
$5,216
0.03% of portfolio
|
Q1 2025
New holding
|