Purchases and Sales Made in Q3 2023 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
186+ 26.84% |
$3.36K - $4.13K
|
879
$16.7K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
157+ 41.1% |
$2.83K - $3.49K
|
539
$10.2K
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
152+ 0.77% |
$2.74K - $3.38K
|
19.8K
$375K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
138+ 9.18% |
$2.49K - $3.06K
|
1.64K
$31.1K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
137+ 507.41% |
$2.47K - $3.04K
|
164
$3.11K
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
131+ 9.17% |
$2.36K - $2.91K
|
1.56K
$29.6K
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
119+ 1.05% |
$2.15K - $2.64K
|
11.5K
$218K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
109+ 14.61% |
$1.97K - $2.42K
|
855
$16.2K
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.3% |
$1.81K - $2.22K
|
33.9K
$643K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.11% |
$1.81K - $2.22K
|
94K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
99+ 0.8% |
$1.79K - $2.2K
|
12.5K
$237K
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
98+ 445.45% |
$1.77K - $2.18K
|
120
$2.28K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
91+ 1.11% |
$1.64K - $2.02K
|
8.26K
$157K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
56+ 0.45% |
$1.01K - $1.24K
|
12.4K
$236K
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
55+ 1.01% |
$993 - $1.22K
|
5.52K
$105K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
51New |
$921 - $1.13K
|
51
$967
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 200.0% |
$903 - $1.11K
|
75
$1.42K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
44+ 16.79% |
$794 - $977
|
306
$5.8K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
44New |
$794 - $977
|
44
$835
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
39+ 22.94% |
$704 - $866
|
209
$3.96K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
34New |
$614 - $755
|
34
$645
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
34+ 11.89% |
$614 - $755
|
320
$6.07K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
30New |
$542 - $666
|
30
$569
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
28+ 1.5% |
$505 - $622
|
1.89K
$35.9K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$433 - $533
|
24
$455
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22+ 3.2% |
$397 - $489
|
709
$13.4K
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22New |
$397 - $489
|
22
$417
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19+ 1.21% |
$343 - $422
|
1.59K
$30.1K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 4.81% |
$271 - $333
|
327
$6.2K
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 1.06% |
$253 - $311
|
1.34K
$25.3K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
14+ 0.08% |
$253 - $311
|
17.3K
$328K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.32% |
$235 - $289
|
996
$18.9K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11+ 1.93% |
$199 - $244
|
582
$11K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8+ 22.22% |
$144 - $178
|
44
$835
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.01% |
$144 - $178
|
59.2K
$1.12M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.82% |
$144 - $178
|
988
$18.7K
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
6+ 1.66% |
$108 - $133
|
368
$6.98K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 24.0% |
$108 - $133
|
31
$588
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.87% |
$90.3 - $111
|
577
$10.9K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.22% |
$54.2 - $66.6
|
1.35K
$25.5K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1+ 100.0% |
$18.1 - $22.2
|
2
$37.9
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$18.1 - $22.2
|
3.73K
$70.7K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-1- 1.61% |
$18.1 - $22.2
|
61
$1.16K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 1.62% |
$126 - $155
|
425
$8.06K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-8- 0.93% |
$144 - $178
|
855
$16.2K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-9Closed |
$162 - $200
|
0
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.2% |
$217 - $267
|
5.88K
$111K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 0.2% |
$217 - $267
|
5.88K
$111K
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-13Closed |
$235 - $289
|
0
$0
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 0.15% |
$271 - $333
|
10.3K
$195K
|