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 812 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Briaud Financial Planning, Inc
College Station, TX |
Feb 07, 2025 Q4 2024 |
54
shares
|
$1,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
50
shares
|
$948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
45
shares
|
$853
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
45
shares
|
$853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
44
shares
|
$834
0.0% of portfolio
|
Q2 2024
Reduced 45.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$758
0.0% of portfolio
|
Q2 2024
Reduced 91.49%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
38
shares
|
$720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
38
shares
|
$720
0.0% of portfolio
|
Q3 2024
Reduced 93.43%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
32
shares
|
$607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$588
0.0% of portfolio
|
Q3 2023
Added 24.0%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
27
shares
|
$512
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
26
shares
|
$493
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
24
shares
|
$455
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$322
0.0% of portfolio
|
Q4 2024
Added 466.67%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
15
shares
|
$284
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
15
shares
|
$284
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
14
shares
|
$265
0.0% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$246
0.0% of portfolio
|
Q2 2022
Reduced 87.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
10
shares
|
$189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
10
shares
|
$189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
6
shares
|
$113
0.0% of portfolio
|
Q1 2024
Added 16.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$56
0.01% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2
shares
|
$37
0.0% of portfolio
|
Q4 2024
Reduced 96.49%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|