Purchases and Sales Made in Q4 2023 in Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
708+ 37.28% |
$11K - $14.3K
|
2.61K
$49.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
684+ 4.38% |
$10.6K - $13.8K
|
16.3K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
679+ 5.26% |
$10.6K - $13.7K
|
13.6K
$258K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
675New |
$10.5K - $13.6K
|
675
$12.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
669+ 40.77% |
$10.4K - $13.5K
|
2.31K
$43.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
650+ 15.51% |
$10.1K - $13.1K
|
4.84K
$91.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
640+ 72.81% |
$9.95K - $12.9K
|
1.52K
$28.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
611+ 7.4% |
$9.5K - $12.3K
|
8.87K
$168K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
589+ 2.76% |
$9.16K - $11.9K
|
21.9K
$416K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
540+ 3.94% |
$8.4K - $10.9K
|
14.3K
$270K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
539+ 5.04% |
$8.38K - $10.9K
|
11.2K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.53% |
$7.78K - $10.1K
|
94.5K
$1.79M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
465+ 100.0% |
$7.23K - $9.38K
|
930
$17.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
458+ 15.55% |
$7.12K - $9.24K
|
3.4K
$64.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Adelante Capital Management LLC
Alameda, CA |
BUY
|
- |
439New |
$6.83K - $8.86K
|
439
$8.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
401+ 16.0% |
$6.24K - $8.09K
|
2.91K
$55.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 0.95% |
$6.22K - $8.07K
|
42.7K
$810K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
400New |
$6.22K - $8.07K
|
400
$7.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
400New |
$6.22K - $8.07K
|
400
$7.59K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
384+ 2.19% |
$5.97K - $7.75K
|
17.9K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
350+ 8.75% |
$5.44K - $7.06K
|
4.35K
$82.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
338+ 41.47% |
$5.26K - $6.82K
|
1.15K
$21.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
320+ 2.04% |
$4.98K - $6.46K
|
16K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
302New |
$4.7K - $6.09K
|
302
$5.73K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
280+ 0.93% |
$4.35K - $5.65K
|
30.3K
$575K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
261+ 61.41% |
$4.06K - $5.27K
|
686
$13K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
245+ 4.68% |
$3.81K - $4.94K
|
5.48K
$104K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
245+ 4.68% |
$3.81K - $4.94K
|
5.48K
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
244New |
$3.79K - $4.92K
|
244
$4.63K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
241+ 12.05% |
$3.75K - $4.86K
|
2.24K
$42.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
231New |
$3.59K - $4.66K
|
231
$4.38K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
219New |
$3.41K - $4.42K
|
219
$4.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
217+ 71.62% |
$3.37K - $4.38K
|
520
$9.86K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
215+ 32.92% |
$3.34K - $4.34K
|
868
$16.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Presima Inc.
|
BUY
|
- |
207+ 0.3% |
$3.22K - $4.18K
|
69.4K
$1.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
203+ 0.21% |
$3.16K - $4.1K
|
95.8K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
200+ 55.56% |
$3.11K - $4.04K
|
560
$10.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
196+ 119.51% |
$3.05K - $3.96K
|
360
$6.83K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
180New |
$2.8K - $3.63K
|
180
$3.41K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
136New |
$2.11K - $2.74K
|
136
$2.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
114New |
$1.77K - $2.3K
|
114
$2.16K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
109+ 11.03% |
$1.69K - $2.2K
|
1.1K
$20.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
106+ 35.22% |
$1.65K - $2.14K
|
407
$7.72K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
101+ 360.71% |
$1.57K - $2.04K
|
129
$2.45K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
90New |
$1.4K - $1.82K
|
90
$1.71K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
82New |
$1.28K - $1.65K
|
82
$1.56K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
75+ 0.34% |
$1.17K - $1.51K
|
22.4K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67New |
$1.04K - $1.35K
|
67
$1.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
63New |
$980 - $1.27K
|
63
$1.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
55+ 16.82% |
$855 - $1.11K
|
382
$7.25K
|