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 |
|---|---|---|---|---|---|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
147
shares
|
$2,788
0.0% of portfolio
|
Q2 2025
Added 145.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
141
shares
|
$2,674
0.0% of portfolio
|
Q2 2025
Added 487.5%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
136
shares
|
$2,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
135
shares
|
$2,560
0.0% of portfolio
|
Q4 2024
Reduced 20.59%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
133
shares
|
$2,523
0.0% of portfolio
|
Q1 2025
Reduced 99.5%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
133
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
131
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
131
shares
|
$2,485
0.0% of portfolio
|
Q1 2025
Reduced 35.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
126
shares
|
$2,390
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
119
shares
|
$2,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
110
shares
|
$2,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
110
shares
|
$2,086
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
105
shares
|
$1,991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
100
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
96
shares
|
$1,821
0.0% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
95
shares
|
$1,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
88
shares
|
$1,669
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
86
shares
|
$1,631
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
86
shares
|
$1,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
83
shares
|
$1,574
0.0% of portfolio
|
Q4 2024
Added 43.1%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$1,498
0.0% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
78
shares
|
$1,479
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
75
shares
|
$1,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
70
shares
|
$1,327
0.0% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
67
shares
|
$1,270
0.0% of portfolio
|
Q2 2023
New holding
|