Institutional Ownership Healthpeak Properties, Inc. (PEAK)
This table provides information about the institutional ownership of Healthpeak Properties, Inc. (PEAK). We have compiled data on the 839 institutions that hold shares in the stock, with a total of 653 Million shares, which have been reported (via 13F filing form) to have a value of $12.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
36,767
shares
|
$697,469
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
36,681
shares
|
$695,838
0.01% of portfolio
|
Q3 2025
Added 154.31%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
36,566
shares
|
$693,657
0.08% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
36,500
shares
|
$692,405
0.01% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
35,968
shares
|
$682,312
0.06% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
35,807
shares
|
$679,258
0.0% of portfolio
|
Q3 2025
Added 17.45%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
35,181
shares
|
$667,383
0.17% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
35,035
shares
|
$664,613
0.01% of portfolio
|
Q3 2025
Added 7.29%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
34,646
shares
|
$657,234
0.01% of portfolio
|
Q3 2025
Added 16.75%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
33,909
shares
|
$643,253
0.06% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
33,812
shares
|
$641,413
0.05% of portfolio
|
Q3 2025
Reduced 4.25%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
33,606
shares
|
$637,505
0.05% of portfolio
|
Q2 2024
Reduced 6.57%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
33,560
shares
|
$636,633
0.02% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
32,655
shares
|
$619,465
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
32,372
shares
|
$614,096
0.02% of portfolio
|
Q4 2023
Added 45.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
32,299
shares
|
$612,712
0.01% of portfolio
|
Q3 2025
Added 15.85%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
32,085
shares
|
$608,652
0.01% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
31,937
shares
|
$605,844
0.0% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
31,853
shares
|
$604,251
0.18% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
31,738
shares
|
$602,069
0.07% of portfolio
|
Q3 2025
Added 23.47%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
31,400
shares
|
$595,658
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
31,174
shares
|
$591,370
0.02% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
31,088
shares
|
$589,739
0.0% of portfolio
|
Q3 2025
Added 28.99%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
31,041
shares
|
$588,847
0.06% of portfolio
|
Q3 2025
Added 8.36%
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
30,954
shares
|
$587,197
0.02% of portfolio
|
Q3 2025
Reduced 4.14%
|
|