Purchases and Sales Made in Q1 2023 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q1 2023. The information is specifically focused on institutions that hold shares of HEALTHPEAK PROPERTIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
33+ 24.44% |
$668 - $932
|
168
$3.19K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
22New |
$445 - $621
|
22
$417
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
22+ 0.21% |
$445 - $621
|
10.4K
$197K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
21+ 1.16% |
$425 - $593
|
1.84K
$34.8K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 5.5% |
$344 - $480
|
326
$6.18K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12+ 1.2% |
$243 - $339
|
1.01K
$19.2K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
12New |
$243 - $339
|
12
$228
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 1.04% |
$162 - $226
|
775
$14.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 1.34% |
$142 - $198
|
531
$10.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 7.04% |
$101 - $141
|
76
$1.44K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5+ 0.17% |
$101 - $141
|
3K
$56.9K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.2% |
$101 - $141
|
422
$8.01K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 1.01% |
$80.9 - $113
|
400
$7.59K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$60.7 - $84.7
|
12.3K
$233K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.15% |
$40.5 - $56.5
|
1.34K
$25.4K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.79% |
$20.2 - $28.2
|
57
$1.08K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.24% |
$20.2 - $28.2
|
413
$7.83K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1- 0.07% |
$20.2 - $28.2
|
1.5K
$28.4K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2- 0.56% |
$40.5 - $56.5
|
357
$6.77K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-16- 17.98% |
$324 - $452
|
73
$1.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-20- 0.79% |
$405 - $565
|
2.51K
$47.6K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-25- 96.15% |
$506 - $706
|
1
$19
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-25- 4.19% |
$506 - $706
|
571
$10.8K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-29- 21.8% |
$587 - $819
|
104
$1.97K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-31- 9.09% |
$627 - $875
|
310
$5.88K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-34- 66.67% |
$688 - $960
|
17
$322
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-43- 8.57% |
$870 - $1.21K
|
459
$8.71K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-44- 0.23% |
$890 - $1.24K
|
19.5K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 0.26% |
$971 - $1.36K
|
18.5K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-60- 7.83% |
$1.21K - $1.69K
|
706
$13.4K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-78- 0.31% |
$1.58K - $2.2K
|
25.4K
$481K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-91- 1.32% |
$1.84K - $2.57K
|
6.82K
$129K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-92- 2.33% |
$1.86K - $2.6K
|
3.86K
$73.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-117- 2.14% |
$2.37K - $3.3K
|
5.34K
$101K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 4.43% |
$3.03K - $4.24K
|
3.24K
$61.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-155- 6.17% |
$3.14K - $4.38K
|
2.36K
$44.7K
|
|
|
Sep 18, 2023
Q1 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-173- 0.98% |
$3.5K - $4.89K
|
17.5K
$332K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-174- 0.65% |
$3.52K - $4.91K
|
26.8K
$508K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-181- 4.41% |
$3.66K - $5.11K
|
3.93K
$74.5K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-226- 86.26% |
$4.57K - $6.38K
|
36
$683
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-235- 22.49% |
$4.75K - $6.64K
|
810
$15.4K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-322- 5.12% |
$6.51K - $9.09K
|
5.96K
$113K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-342- 3.52% |
$6.92K - $9.66K
|
9.38K
$178K
|
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-375- 1.31% |
$7.59K - $10.6K
|
28.3K
$537K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-406- 45.88% |
$8.21K - $11.5K
|
479
$9.09K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-465Closed |
$9.41K - $13.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-500- 54.47% |
$10.1K - $14.1K
|
418
$7.93K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-543- 26.6% |
$11K - $15.3K
|
1.5K
$28.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-574- 26.56% |
$11.6K - $16.2K
|
1.59K
$30.1K
|