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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
267
shares
|
$5,064
0.0% of portfolio
|
Q1 2025
Reduced 9.8%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
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
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
250
shares
|
$4,742
0.0% of portfolio
|
Q4 2024
Added 24.38%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
247
shares
|
$4,685
0.0% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
246
shares
|
$4,666
0.0% of portfolio
|
Q4 2024
Added 129.91%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
239
shares
|
$4,533
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
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 |
May 12, 2025 Q1 2025 |
231
shares
|
$4,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
230
shares
|
$4,363
0.0% of portfolio
|
Q4 2021
Reduced 39.47%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
224
shares
|
$4,249
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
217
shares
|
$4,116
0.0% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
216
shares
|
$4,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
210
shares
|
$3,983
0.0% of portfolio
|
Q4 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%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
200
shares
|
$3,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
200
shares
|
$3,794
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
200
shares
|
$3,794
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
200
shares
|
$3,794
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
198
shares
|
$3,756
0.0% of portfolio
|
Q4 2023
Added 2.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
195
shares
|
$3,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$3,604
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
178
shares
|
$3,376
0.0% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
170
shares
|
$3,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
150
shares
|
$2,845
0.0% of portfolio
|
Q3 2024
New holding
|