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 |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
8.14KNew |
$176K - $214K
|
8.14K
$154K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
8.06KNew |
$174K - $211K
|
8.06K
$153K
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
122New |
$2.64K - $3.2K
|
122
$2.31K
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
8.27KNew |
$179K - $217K
|
8.27K
$157K
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-395- 0.63% |
$8.54K - $10.4K
|
62.4K
$1.18M
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
2.55K+ 132.19% |
$55.1K - $66.9K
|
4.48K
$85K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-108- 11.5% |
$2.33K - $2.83K
|
831
$15.8K
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750+ 300.0% |
$16.2K - $19.7K
|
1K
$19K
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
18.6KNew |
$401K - $487K
|
18.6K
$352K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
10New |
$216 - $262
|
10
$190
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
810New |
$17.5K - $21.2K
|
810
$15.4K
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
259New |
$5.6K - $6.79K
|
259
$4.91K
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-800- 3.95% |
$17.3K - $21K
|
19.4K
$369K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
210New |
$4.54K - $5.51K
|
210
$3.98K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
541New |
$11.7K - $14.2K
|
541
$10.3K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
55New |
$1.19K - $1.44K
|
55
$1.04K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
54New |
$1.17K - $1.42K
|
54
$1.02K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-22.4K- 68.54% |
$506K - $635K
|
10.3K
$195K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1K- 20.0% |
$22.6K - $28.4K
|
4K
$75.9K
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
2.69KNew |
$60.7K - $76.3K
|
2.69K
$51K
|
|
Nov 14, 2022
Q3 2022
|
Fora Capital, LLC
Miami, FL |
BUY
|
- |
34.2KNew |
$772K - $970K
|
34.2K
$649K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-283- 77.32% |
$6.39K - $8.03K
|
83
$1.57K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
31.1K+ 0.9% |
$703K - $883K
|
3.5M
$66.4M
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-47.5K- 77.64% |
$1.07M - $1.35M
|
13.7K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
34.8K+ 47.37% |
$785K - $987K
|
108K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
291+ 44.77% |
$6.57K - $8.26K
|
941
$17.9K
|
|
Nov 10, 2022
Q3 2022
|
Robeco Schweiz Ag
|
BUY
|
- |
687+ 0.34% |
$15.5K - $19.5K
|
202K
$3.84M
|
|
Nov 10, 2022
Q3 2022
|
Winton Group LTD
London, X0 |
SELL
|
- |
-9.1K- 45.73% |
$205K - $258K
|
10.8K
$205K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
12.7KNew |
$286K - $360K
|
12.7K
$241K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
30.7K+ 94.96% |
$693K - $870K
|
63K
$1.19M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$4.52K - $5.67K
|
200
$3.79K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-135- 0.33% |
$3.05K - $3.83K
|
40.2K
$763K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
846New |
$19.1K - $24K
|
846
$16K
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.3K+ 2.25% |
$51.9K - $65.3K
|
104K
$1.98M
|
|
Nov 01, 2022
Q3 2022
|
Toews Corp
|
BUY
|
- |
2.3K+ 5.41% |
$51.9K - $65.3K
|
44.8K
$850K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
3.02KNew |
$68.2K - $85.7K
|
3.02K
$57.3K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
8.81KNew |
$199K - $250K
|
8.81K
$167K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
640New |
$14.5K - $18.2K
|
640
$12.1K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
540New |
$12.2K - $15.3K
|
540
$10.2K
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
12.3KNew |
$277K - $348K
|
12.3K
$233K
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-2.89K- 4.66% |
$65.2K - $81.9K
|
59.1K
$1.12M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
5New |
$113 - $142
|
5
$94.9
|
|
Oct 13, 2022
Q3 2022
|
Lgt Capital Partners Ltd.
|
SELL
|
- |
-15.4K- 12.34% |
$348K - $437K
|
109K
$2.08M
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Blackstone Inc
New York, NY |
SELL
|
- |
-9.45M- 80.52% |
$221M - $334M
|
2.29M
$43.3M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.36KClosed |
$31.9K - $48.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-50.6KClosed |
$1.19M - $1.79M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-6.55KClosed |
$153K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-7.46KClosed |
$175K - $264K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
200+ 8.0% |
$4.69K - $7.08K
|
2.7K
$51.2K
|
|
Aug 15, 2022
Q2 2022
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-9.4KClosed |
$220K - $333K
|
0
$0
|