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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
62
shares
|
$1,176
0.0% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
56
shares
|
$1,062
0.0% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
54
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
53
shares
|
$1,005
0.01% of portfolio
|
Q1 2025
Reduced 95.15%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
51
shares
|
$967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
51
shares
|
$967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
50
shares
|
$948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
50
shares
|
$948
0.0% of portfolio
|
Q1 2025
Reduced 95.05%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
45
shares
|
$853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
44
shares
|
$834
0.0% of portfolio
|
Q1 2025
Reduced 99.72%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
43
shares
|
$815
0.0% of portfolio
|
Q1 2025
Reduced 96.1%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$758
0.0% of portfolio
|
Q2 2024
Reduced 91.49%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
38
shares
|
$720
0.0% of portfolio
|
Q3 2024
Reduced 93.43%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
34
shares
|
$644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
32
shares
|
$607
0.0% of portfolio
|
Q1 2025
Added 52.38%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$588
0.0% of portfolio
|
Q3 2023
Added 24.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
30
shares
|
$569
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
26
shares
|
$493
0.0% of portfolio
|
Q1 2025
Reduced 18.75%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
26
shares
|
$493
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
23
shares
|
$436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
20
shares
|
$379
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
17
shares
|
$322
0.0% of portfolio
|
Q4 2024
Added 466.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
15
shares
|
$284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
14
shares
|
$265
0.0% of portfolio
|
Q4 2024
Added 7.69%
|