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 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$778 - $1.01K
|
50
$949
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
49+ 0.28% |
$762 - $989
|
17.3K
$328K
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
48New |
$746 - $969
|
48
$911
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
44+ 100.0% |
$684 - $888
|
88
$1.67K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
39New |
$606 - $787
|
39
$740
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 3.7% |
$575 - $747
|
1.04K
$19.7K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
35+ 9.51% |
$544 - $706
|
403
$7.64K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
33+ 1.75% |
$513 - $666
|
1.92K
$36.5K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 1.82% |
$482 - $626
|
1.74K
$32.9K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
24New |
$373 - $484
|
24
$455
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
18New |
$280 - $363
|
18
$341
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18+ 0.17% |
$280 - $363
|
10.4K
$197K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.52% |
$171 - $222
|
737
$14K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
10+ 1.12% |
$156 - $202
|
903
$17.1K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$109 - $141
|
7
$133
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
4+ 2.06% |
$62.2 - $80.7
|
198
$3.76K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 6.9% |
$62.2 - $80.7
|
62
$1.18K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3New |
$46.7 - $60.5
|
3
$56.9
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.93% |
$15.6 - $20.2
|
108
$2.05K
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$15.6 - $20.2
|
1
$19
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-5- -0.0% |
$77.8 - $101
|
732K
$13.9M
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9- 1.27% |
$140 - $182
|
700
$13.3K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-13- 17.33% |
$202 - $262
|
62
$1.18K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-19- 1.09% |
$295 - $383
|
1.73K
$32.8K
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-22Closed |
$342 - $444
|
0
$0
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-24- 70.59% |
$373 - $484
|
10
$190
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-26- 4.47% |
$404 - $525
|
556
$10.5K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-27- 8.63% |
$420 - $545
|
286
$5.43K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-33- 54.1% |
$513 - $666
|
28
$531
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-39- 0.34% |
$606 - $787
|
11.4K
$216K
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 1.79% |
$778 - $1.01K
|
2.74K
$52K
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-50- 0.02% |
$778 - $1.01K
|
261K
$4.95M
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-78- 0.6% |
$1.21K - $1.57K
|
12.8K
$243K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-86- 0.98% |
$1.34K - $1.74K
|
8.73K
$166K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-93- 4.57% |
$1.45K - $1.88K
|
1.94K
$36.9K
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-128- 0.96% |
$1.99K - $2.58K
|
13.1K
$249K
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-133- 5.78% |
$2.07K - $2.68K
|
2.17K
$41.1K
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-141- 0.92% |
$2.19K - $2.85K
|
15.2K
$289K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-152- 0.29% |
$2.36K - $3.07K
|
52.4K
$993K
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-175- 1.08% |
$2.72K - $3.53K
|
16K
$304K
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-186- 89.0% |
$2.89K - $3.75K
|
23
$436
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-200- 10.99% |
$3.11K - $4.04K
|
1.62K
$30.7K
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.13% |
$3.11K - $4.04K
|
150K
$2.84M
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-210- 35.96% |
$3.27K - $4.24K
|
374
$7.09K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-220- 31.88% |
$3.42K - $4.44K
|
470
$8.92K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-225- 70.31% |
$3.5K - $4.54K
|
95
$1.8K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-235- 3.82% |
$3.65K - $4.74K
|
5.91K
$112K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-249- 0.4% |
$3.87K - $5.02K
|
62.6K
$1.19M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-252- 45.16% |
$3.92K - $5.09K
|
306
$5.8K
|