Purchases and Sales Made in Q1 2024 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q1 2024. 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 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
230New |
$3.72K - $4.79K
|
230
$4.36K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
204+ 43.59% |
$3.3K - $4.25K
|
672
$12.7K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
197+ 116.57% |
$3.19K - $4.11K
|
366
$6.94K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
195New |
$3.16K - $4.06K
|
195
$3.7K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
189+ 0.03% |
$3.06K - $3.94K
|
644K
$12.2M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
187+ 0.76% |
$3.03K - $3.9K
|
24.8K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
155+ 11.55% |
$2.51K - $3.23K
|
1.5K
$28.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
150New |
$2.43K - $3.13K
|
150
$2.85K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
142+ 149.47% |
$2.3K - $2.96K
|
237
$4.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
136+ 58.87% |
$2.2K - $2.83K
|
367
$6.96K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
132New |
$2.14K - $2.75K
|
132
$2.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
114+ 1.62% |
$1.84K - $2.38K
|
7.15K
$136K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
111New |
$1.8K - $2.31K
|
111
$2.11K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
96+ 0.73% |
$1.55K - $2K
|
13.2K
$251K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
95+ 24.87% |
$1.54K - $1.98K
|
477
$9.05K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
75New |
$1.21K - $1.56K
|
75
$1.42K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
69+ 19.44% |
$1.12K - $1.44K
|
424
$8.04K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
68New |
$1.1K - $1.42K
|
68
$1.29K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
54+ 9.71% |
$874 - $1.13K
|
610
$11.6K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
53+ 10.19% |
$858 - $1.1K
|
573
$10.9K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
43+ 0.32% |
$696 - $896
|
13.6K
$258K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
42+ 0.29% |
$680 - $875
|
14.5K
$274K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
31New |
$502 - $646
|
31
$588
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 1.79% |
$502 - $646
|
1.77K
$33.5K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
30+ 1.71% |
$485 - $625
|
1.79K
$33.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24New |
$388 - $500
|
24
$455
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13New |
$210 - $271
|
13
$247
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
13+ 3.61% |
$210 - $271
|
373
$7.08K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 17.95% |
$113 - $146
|
46
$873
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
7+ 5.43% |
$113 - $146
|
136
$2.58K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3+ 0.01% |
$48.5 - $62.5
|
28.5K
$541K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 1.82% |
$48.5 - $62.5
|
168
$3.19K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
3+ 10.71% |
$48.5 - $62.5
|
31
$588
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 1.61% |
$16.2 - $20.8
|
63
$1.2K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 16.67% |
$16.2 - $20.8
|
7
$133
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.41% |
$16.2 - $20.8
|
243
$4.61K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$16.2 - $20.8
|
5.41K
$103K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8- 9.09% |
$129 - $167
|
80
$1.52K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-10- 0.06% |
$162 - $208
|
18.1K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-31- 50.0% |
$502 - $646
|
31
$588
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-35- 0.29% |
$566 - $729
|
12.2K
$231K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-68- 1.24% |
$1.1K - $1.42K
|
5.41K
$103K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-94- 32.87% |
$1.52K - $1.96K
|
192
$3.64K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-111- 0.02% |
$1.8K - $2.31K
|
632K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-134- 0.61% |
$2.17K - $2.79K
|
22K
$417K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-148- 15.9% |
$2.39K - $3.08K
|
783
$14.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-156- 10.22% |
$2.52K - $3.25K
|
1.37K
$26K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-175- 0.79% |
$2.83K - $3.65K
|
21.9K
$414K
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-175- 18.6% |
$2.83K - $3.65K
|
766
$14.5K
|