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 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 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-220- 31.88% |
$3.42K - $4.44K
|
470
$8.92K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
11+ 1.52% |
$171 - $222
|
737
$14K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.2K+ 45.75% |
$158K - $205K
|
32.4K
$614K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
215+ 32.92% |
$3.34K - $4.34K
|
868
$16.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
219New |
$3.41K - $4.42K
|
219
$4.15K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
50New |
$778 - $1.01K
|
50
$949
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
500New |
$7.78K - $10.1K
|
500
$9.49K
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-6.1K- 32.08% |
$94.9K - $123K
|
12.9K
$245K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-6.45K- 24.11% |
$100K - $130K
|
20.3K
$385K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$433 - $533
|
24
$455
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-13Closed |
$235 - $289
|
0
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-263K- 90.49% |
$4.74M - $5.84M
|
27.6K
$524K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-300- 26.43% |
$5.42K - $6.66K
|
835
$15.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
PUT |
28.2KNew |
$509K - $626K
|
28.2K
$535K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.7KNew |
$30.7K - $37.8K
|
1.7K
$32.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
10.2KNew |
$184K - $227K
|
10.2K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-24.9K- 61.41% |
$449K - $552K
|
15.6K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
Hazelview Securities Inc.
Toronto, A6 |
BUY
|
- |
336K+ 1854.7% |
$6.06M - $7.46M
|
354K
$6.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-14.2K- 56.66% |
$256K - $315K
|
10.9K
$206K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
259+ 925.0% |
$4.67K - $5.75K
|
287
$5.44K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
44New |
$794 - $977
|
44
$835
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2.81K+ 17.99% |
$50.6K - $62.3K
|
18.4K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 1.06% |
$253 - $311
|
1.34K
$25.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.09K+ 22.31% |
$19.7K - $24.3K
|
5.99K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 24.0% |
$108 - $133
|
31
$588
|
|
|
Nov 07, 2023
Q3 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-1.53K- 1.83% |
$27.6K - $34K
|
81.9K
$1.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.32% |
$235 - $289
|
996
$18.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
7.09K+ 0.12% |
$128K - $157K
|
6.08M
$115M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-111K- 35.37% |
$2.01M - $2.47M
|
204K
$3.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
800New |
$14.4K - $17.8K
|
800
$15.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
31.4KNew |
$567K - $697K
|
31.4K
$596K
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
800New |
$14.4K - $17.8K
|
800
$15.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
336New |
$6.06K - $7.46K
|
336
$6.37K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.65K- 4.18% |
$29.7K - $36.6K
|
37.8K
$717K
|
|
|
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
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.92K- 15.53% |
$56.2K - $64.2K
|
15.9K
$301K
|
|
|
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
|
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
|
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 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
|
|