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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
400
shares
|
$7,588
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
400
shares
|
$7,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
390
shares
|
$7,398
0.0% of portfolio
|
Q2 2024
Reduced 8.02%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
363
shares
|
$6,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
350
shares
|
$6,639
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
332
shares
|
$6,298
0.0% of portfolio
|
Q3 2024
Reduced 34.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
316
shares
|
$5,994
0.0% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$5,691
0.0% of portfolio
|
Q1 2021
Reduced 90.45%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
299
shares
|
$5,672
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
287
shares
|
$5,444
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
284
shares
|
$5,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
274
shares
|
$5,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
265
shares
|
$5,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
259
shares
|
$4,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
249
shares
|
$4,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
243
shares
|
$4,609
0.0% of portfolio
|
Q1 2024
Reduced 0.41%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
235
shares
|
$4,457
0.0% of portfolio
|
Q2 2024
Added 186.59%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
233
shares
|
$4,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
231
shares
|
$4,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
230
shares
|
$4,363
0.0% of portfolio
|
Q4 2021
Reduced 39.47%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
228
shares
|
$4,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
210
shares
|
$3,983
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
201
shares
|
$3,812
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
200
shares
|
$3,794
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$3,794
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|