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 780 institutions that hold shares in the stock, with a total of 619 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,743
shares
|
$241,734
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
12,684
shares
|
$240,615
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
12,661
shares
|
$240,179
0.03% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
12,634
shares
|
$239,666
0.08% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,464
shares
|
$236,442
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,289
shares
|
$233,122
0.05% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
12,133
shares
|
$230,163
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
11,950
shares
|
$226,691
0.01% of portfolio
|
Q4 2022
Reduced 4.66%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
11,893
shares
|
$225,610
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
11,761
shares
|
$223,106
0.14% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,732
shares
|
$222,556
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,691
shares
|
$221,778
0.01% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,686
shares
|
$221,683
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,564
shares
|
$219,369
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
11,516
shares
|
$218,458
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
11,415
shares
|
$216,542
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
11,338
shares
|
$215,081
0.01% of portfolio
|
Q4 2024
Reduced 27.39%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
11,256
shares
|
$213,526
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,106
shares
|
$210,680
0.0% of portfolio
|
Q3 2024
Added 3.14%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
11,078
shares
|
$210,149
0.04% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
11,056
shares
|
$209,732
0.01% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,984
shares
|
$208,366
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
10,927
shares
|
$207,285
0.14% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,850
shares
|
$205,824
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
10,800
shares
|
$204,876
0.02% of portfolio
|
Q3 2024
New holding
|