Latest Institutional Purchases of Healthpeak Properties, Inc. (PEAK)
This list provides information on the latest institutional transactions involving Healthpeak Properties, Inc. (PEAK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
230New |
$4.15K - $5.11K
|
230
$4.36K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200New |
$3.61K - $4.44K
|
200
$3.79K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
189New |
$3.41K - $4.2K
|
189
$3.59K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
51New |
$921 - $1.13K
|
51
$967
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
44New |
$794 - $977
|
44
$835
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
24New |
$433 - $533
|
24
$455
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
14+ 1.06% |
$253 - $311
|
1.34K
$25.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
13+ 1.32% |
$235 - $289
|
996
$18.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6+ 24.0% |
$108 - $133
|
31
$588
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
38.9KNew |
$750K - $856K
|
38.9K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
25.7KNew |
$496K - $566K
|
25.7K
$488K
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.9KNew |
$325K - $371K
|
16.9K
$320K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
15.1KNew |
$290K - $331K
|
15.1K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
13.5KNew |
$260K - $296K
|
13.5K
$255K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
11.8KNew |
$228K - $260K
|
11.8K
$225K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
11.4KNew |
$220K - $251K
|
11.4K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
10.3KNew |
$199K - $227K
|
10.3K
$196K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
9.53KNew |
$184K - $210K
|
9.53K
$181K
|
|
|
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 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
640New |
$12.3K - $14.1K
|
640
$12.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
190New |
$3.66K - $4.18K
|
190
$3.6K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
110New |
$2.12K - $2.42K
|
110
$2.09K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
78New |
$1.5K - $1.72K
|
78
$1.48K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
67New |
$1.29K - $1.47K
|
67
$1.27K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
16+ 133.33% |
$308 - $352
|
28
$531
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.42% |
$116 - $132
|
428
$8.12K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.35MNew |
$128M - $179M
|
6.35M
$120M
|
|
|
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
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
55.3KNew |
$1.12M - $1.56M
|
55.3K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Endurant Capital Management LP
San Mateo, CA |
BUY
|
- |
41.1K+ 69.0% |
$832K - $1.16M
|
101K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
39.2KNew |
$793K - $1.11M
|
39.2K
$743K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
37.3KNew |
$754K - $1.05M
|
37.3K
$707K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
30.3KNew |
$612K - $855K
|
30.3K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
25.4KNew |
$514K - $717K
|
25.4K
$482K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.8KNew |
$482K - $673K
|
23.8K
$452K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
16.9KNew |
$341K - $477K
|
16.9K
$320K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$263K - $367K
|
13K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
11.2K+ 106.26% |
$227K - $317K
|
21.8K
$414K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.02KNew |
$20.7K - $28.8K
|
1.02K
$19.4K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
750+ 83.15% |
$15.2K - $21.2K
|
1.65K
$31.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
460+ 20.68% |
$9.31K - $13K
|
2.68K
$50.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
319New |
$6.45K - $9.01K
|
319
$6.05K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
272+ 680.0% |
$5.5K - $7.68K
|
312
$5.92K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
259+ 1.9% |
$5.24K - $7.31K
|
13.9K
$263K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
53+ 481.82% |
$1.07K - $1.5K
|
64
$1.21K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
33+ 24.44% |
$668 - $932
|
168
$3.19K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$60.7 - $84.7
|
12.3K
$233K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
309K+ 33.05% |
$6.67M - $8.1M
|
1.24M
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
258KNew |
$5.59M - $6.78M
|
258K
$4.9M
|
|