Purchases and Sales Made in Q2 2024 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
30+ 2.31% |
$535 - $580
|
1.33K
$25.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
29New |
$517 - $561
|
29
$550
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
29+ 1.62% |
$517 - $561
|
1.82K
$34.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$499 - $542
|
28
$531
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27+ 87.1% |
$481 - $522
|
58
$1.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
26+ 1.47% |
$463 - $503
|
1.79K
$34K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 200.0% |
$356 - $387
|
30
$569
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
19+ 1.34% |
$339 - $367
|
1.43K
$27.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
19+ 1.52% |
$339 - $367
|
1.27K
$24.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 0.92% |
$285 - $309
|
1.75K
$33.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
16New |
$285 - $309
|
16
$304
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
16+ 0.09% |
$285 - $309
|
16.9K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
15New |
$267 - $290
|
15
$285
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 1.93% |
$267 - $290
|
791
$15K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
14+ 10.61% |
$249 - $271
|
146
$2.77K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
11New |
$196 - $213
|
11
$209
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
10+ 1.54% |
$178 - $193
|
659
$12.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8New |
$143 - $155
|
8
$152
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.44% |
$125 - $135
|
1.61K
$30.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4+ 1.3% |
$71.3 - $77.4
|
312
$5.92K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 1.19% |
$35.6 - $38.7
|
170
$3.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 2.17% |
$17.8 - $19.3
|
47
$892
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.01% |
$17.8 - $19.3
|
8.02K
$152K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 14.93% |
$178 - $193
|
57
$1.08K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-20- 0.4% |
$356 - $387
|
5K
$94.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 6.98% |
$428 - $464
|
320
$6.07K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-34- 3.75% |
$606 - $658
|
873
$16.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-34- 8.02% |
$606 - $658
|
390
$7.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-36- 45.0% |
$642 - $696
|
44
$835
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-48- 20.25% |
$855 - $928
|
189
$3.59K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-52- 1.29% |
$927 - $1.01K
|
3.97K
$75.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-62- 28.31% |
$1.1K - $1.2K
|
157
$2.98K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-67- 0.3% |
$1.19K - $1.3K
|
22.4K
$425K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-74- 0.29% |
$1.32K - $1.43K
|
25K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-76- 0.45% |
$1.35K - $1.47K
|
17K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-90- 0.15% |
$1.6K - $1.74K
|
60.4K
$1.15M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-91- 0.55% |
$1.62K - $1.76K
|
16.5K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-116- 0.02% |
$2.07K - $2.24K
|
474K
$8.99M
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-119- 0.96% |
$2.12K - $2.3K
|
12.2K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-123- 64.06% |
$2.19K - $2.38K
|
69
$1.31K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-125- 4.56% |
$2.23K - $2.42K
|
2.62K
$49.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-132- 3.15% |
$2.35K - $2.55K
|
4.06K
$77K
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-140- 1.11% |
$2.49K - $2.71K
|
12.5K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-142- 10.14% |
$2.53K - $2.75K
|
1.26K
$23.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-170- 0.03% |
$3.03K - $3.29K
|
634K
$12M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-180- 18.35% |
$3.21K - $3.48K
|
801
$15.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-204- 0.92% |
$3.64K - $3.95K
|
21.9K
$415K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-218- 35.74% |
$3.88K - $4.22K
|
392
$7.44K
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-239- 0.59% |
$4.26K - $4.62K
|
40.4K
$766K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-244Closed |
$4.35K - $4.72K
|
0
$0
|