Purchases and Sales Made in Q2 2023 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
5+ 1.4% |
$96.4 - $110
|
362
$6.87K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5+ 0.53% |
$96.4 - $110
|
948
$18K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.88% |
$96.4 - $110
|
572
$10.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 1.0% |
$77.1 - $88
|
404
$7.66K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
4+ 1.0% |
$77.1 - $88
|
404
$7.66K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
3+ 0.06% |
$57.8 - $66
|
5.31K
$101K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.15% |
$38.5 - $44
|
1.34K
$25.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.94% |
$19.3 - $22
|
107
$2.03K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.22% |
$19.3 - $22
|
462
$8.76K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-9- 11.84% |
$173 - $198
|
67
$1.27K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-11- 30.56% |
$212 - $242
|
25
$474
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-24- 7.74% |
$462 - $528
|
286
$5.43K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-42- 0.09% |
$809 - $924
|
49.1K
$931K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-47- 7.15% |
$906 - $1.03K
|
610
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-54- 0.2% |
$1.04K - $1.19K
|
26.4K
$501K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 13.98% |
$1.14K - $1.3K
|
363
$6.89K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-75- 1.97% |
$1.45K - $1.65K
|
3.73K
$70.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 0.53% |
$2.24K - $2.55K
|
21.8K
$414K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-117- 14.44% |
$2.25K - $2.57K
|
693
$13.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-125- 81.7% |
$2.41K - $2.75K
|
28
$531
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-136- 1.18% |
$2.62K - $2.99K
|
11.4K
$215K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-139- 33.9% |
$2.68K - $3.06K
|
271
$5.14K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-146- 8.53% |
$2.81K - $3.21K
|
1.57K
$29.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-150- 1.17% |
$2.89K - $3.3K
|
12.6K
$240K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-161- 5.31% |
$3.1K - $3.54K
|
2.87K
$54.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-182- 5.07% |
$3.51K - $4K
|
3.41K
$64.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-186- 1.67% |
$3.58K - $4.09K
|
11K
$208K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-188- 1.39% |
$3.62K - $4.13K
|
13.3K
$253K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-192- 36.16% |
$3.7K - $4.22K
|
339
$6.43K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-209- 22.74% |
$4.03K - $4.6K
|
710
$13.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-219- 36.32% |
$4.22K - $4.82K
|
384
$7.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-230- 0.09% |
$4.43K - $5.06K
|
246K
$4.67M
|
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-230- 1.31% |
$4.43K - $5.06K
|
17.3K
$328K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-239- 2.55% |
$4.61K - $5.26K
|
9.14K
$173K
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-275- 1.53% |
$5.3K - $6.05K
|
17.6K
$335K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-286- 4.19% |
$5.51K - $6.29K
|
6.53K
$124K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-298- 0.2% |
$5.74K - $6.55K
|
148K
$2.81M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-306- 0.26% |
$5.9K - $6.73K
|
115K
$2.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-325- 41.4% |
$6.26K - $7.15K
|
460
$8.73K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-326- 1.22% |
$6.28K - $7.17K
|
26.4K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-330- 0.37% |
$6.36K - $7.26K
|
89.2K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-359- 33.46% |
$6.92K - $7.89K
|
714
$13.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-369- 3.45% |
$7.11K - $8.11K
|
10.3K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-376- 12.55% |
$7.25K - $8.27K
|
2.62K
$49.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-395- 43.84% |
$7.61K - $8.69K
|
506
$9.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-400- 20.51% |
$7.71K - $8.8K
|
1.55K
$29.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-435- 35.48% |
$8.38K - $9.57K
|
791
$15K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-451- 2.09% |
$8.69K - $9.92K
|
21.1K
$400K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-460- 1.14% |
$8.86K - $10.1K
|
40K
$758K
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-508- 68.65% |
$9.79K - $11.2K
|
232
$4.4K
|