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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.05K+ 155.31% |
$17K - $21.9K
|
1.73K
$32.8K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
1.01K+ 20.54% |
$16.4K - $21.1K
|
5.93K
$113K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
977+ 142.42% |
$15.8K - $20.4K
|
1.66K
$31.5K
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
967+ 5.4% |
$15.6K - $20.2K
|
18.9K
$358K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
888+ 7.28% |
$14.4K - $18.5K
|
13.1K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
837+ 1.98% |
$13.5K - $17.4K
|
43.1K
$818K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
833+ 28.81% |
$13.5K - $17.4K
|
3.72K
$70.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
776New |
$12.6K - $16.2K
|
776
$14.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
750+ 40.02% |
$12.1K - $15.6K
|
2.62K
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
750New |
$12.1K - $15.6K
|
750
$14.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
742+ 67.64% |
$12K - $15.5K
|
1.84K
$34.9K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
740+ 2.44% |
$12K - $15.4K
|
31.1K
$589K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
700+ 4.31% |
$11.3K - $14.6K
|
17K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
700+ 100.0% |
$11.3K - $14.6K
|
1.4K
$26.6K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
683+ 22.96% |
$11.1K - $14.2K
|
3.66K
$69.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
673+ 62.78% |
$10.9K - $14K
|
1.75K
$33.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
670New |
$10.8K - $14K
|
670
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
627+ 3.85% |
$10.1K - $13.1K
|
16.9K
$321K
|
|
|
Apr 15, 2024
Q1 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
599+ 1.04% |
$9.69K - $12.5K
|
58.3K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
590New |
$9.55K - $12.3K
|
590
$11.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
563+ 54.29% |
$9.11K - $11.7K
|
1.6K
$30.4K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
559+ 59.4% |
$9.04K - $11.6K
|
1.5K
$28.5K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
551+ 32.3% |
$8.92K - $11.5K
|
2.26K
$42.8K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
539+ 23.96% |
$8.72K - $11.2K
|
2.79K
$52.9K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
518+ 3.32% |
$8.38K - $10.8K
|
16.1K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
484+ 0.02% |
$7.83K - $10.1K
|
3M
$56.9M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
471New |
$7.62K - $9.82K
|
471
$8.93K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
417New |
$6.75K - $8.69K
|
417
$7.91K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
409+ 3.47% |
$6.62K - $8.52K
|
12.2K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
400+ 3.38% |
$6.47K - $8.34K
|
12.2K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
400New |
$6.47K - $8.34K
|
400
$7.59K
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
379+ 3.02% |
$6.13K - $7.9K
|
12.9K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
371+ 60.82% |
$6K - $7.73K
|
981
$18.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
363New |
$5.87K - $7.56K
|
363
$6.89K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
344New |
$5.57K - $7.17K
|
344
$6.53K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
336+ 19.43% |
$5.44K - $7K
|
2.07K
$39.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
326+ 106.54% |
$5.27K - $6.79K
|
632
$12K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
308New |
$4.98K - $6.42K
|
308
$5.84K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
292+ 3.6% |
$4.72K - $6.09K
|
8.4K
$159K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
280+ 9.49% |
$4.53K - $5.84K
|
3.23K
$61.3K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
269+ 33.63% |
$4.35K - $5.61K
|
1.07K
$20.3K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$4.05K - $5.21K
|
250
$4.74K
|
|
|
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
|