Latest Institutional Transactions on Healthpeak Properties, Inc. (PEAK)
This table provides information on the latest institutional transactions involving Healthpeak Properties, Inc. (PEAK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
11.6KNew |
$209K - $257K
|
11.6K
$219K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
189New |
$3.41K - $4.2K
|
189
$3.59K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
7.26K+ 32.07% |
$131K - $161K
|
29.9K
$567K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
51New |
$921 - $1.13K
|
51
$967
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
11.4KNew |
$220K - $251K
|
11.4K
$217K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-645Closed |
$12.4K - $14.2K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.92K- 15.53% |
$56.2K - $64.2K
|
15.9K
$301K
|
|
|
Aug 22, 2023
Q2 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-13.5K- 19.62% |
$260K - $297K
|
55.3K
$1.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 133.33% |
$308 - $352
|
28
$531
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$290K - $331K
|
15.1K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Pond Capital, LP
New York, NY |
BUY
|
- |
465K+ 8.75% |
$8.97M - $10.2M
|
5.79M
$110M
|
|
|
Aug 14, 2023
Q2 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-740- 4.48% |
$14.3K - $16.3K
|
15.8K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
640New |
$12.3K - $14.1K
|
640
$12.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-359- 33.46% |
$6.92K - $7.89K
|
714
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.3KNew |
$199K - $227K
|
10.3K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
25.7KNew |
$496K - $566K
|
25.7K
$488K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-24.7K- 30.22% |
$476K - $544K
|
57.1K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-5.27K- 59.64% |
$102K - $116K
|
3.57K
$67.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-142K- 25.12% |
$2.73M - $3.12M
|
422K
$8.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.88K+ 24.7% |
$74.7K - $85.3K
|
19.6K
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
765New |
$14.7K - $16.8K
|
765
$14.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Makena Capital Management LLC
Menlo Park, CA |
SELL
|
- |
-29.5K- 8.12% |
$569K - $649K
|
334K
$6.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67New |
$1.29K - $1.47K
|
67
$1.27K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.53KNew |
$184K - $210K
|
9.53K
$181K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$3.66K - $4.18K
|
190
$3.6K
|
|
|
Aug 07, 2023
Q2 2023
|
American Assets Capital Advisers, LLC
|
SELL
|
- |
-6.42K- 3.24% |
$124K - $141K
|
192K
$3.64M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-330- 0.37% |
$6.36K - $7.26K
|
89.2K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
38.9KNew |
$750K - $856K
|
38.9K
$738K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.5KNew |
$260K - $296K
|
13.5K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 13.98% |
$1.14K - $1.3K
|
363
$6.89K
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-326- 1.22% |
$6.28K - $7.17K
|
26.4K
$501K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.42% |
$116 - $132
|
428
$8.12K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.9KNew |
$325K - $371K
|
16.9K
$320K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
78New |
$1.5K - $1.72K
|
78
$1.48K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-956- 7.24% |
$18.4K - $21K
|
12.3K
$232K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.22% |
$19.3 - $22
|
462
$8.76K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-139- 33.9% |
$2.68K - $3.06K
|
271
$5.14K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
110New |
$2.12K - $2.42K
|
110
$2.09K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-64.8K- 73.6% |
$1.25M - $1.43M
|
23.3K
$441K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
12K+ 1.71% |
$244K - $340K
|
718K
$13.6M
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.8KNew |
$482K - $673K
|
23.8K
$452K
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-16- 17.98% |
$324 - $452
|
73
$1.38K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 1.9% |
$5.24K - $7.31K
|
13.9K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
37.3KNew |
$754K - $1.05M
|
37.3K
$707K
|
|
|
May 15, 2023
Q1 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
1.22MNew |
$24.6M - $34.4M
|
1.22M
$23.1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-574- 26.56% |
$11.6K - $16.2K
|
1.59K
$30.1K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
25.4KNew |
$514K - $717K
|
25.4K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
55.3KNew |
$1.12M - $1.56M
|
55.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750+ 83.15% |
$15.2K - $21.2K
|
1.65K
$31.3K
|
|
|
May 15, 2023
Q1 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
41.1K+ 69.0% |
$832K - $1.16M
|
101K
$1.91M
|
|