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 819 institutions that hold shares in the stock, with a total of 632 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
465
shares
|
$8,821
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
462
shares
|
$8,764
0.0% of portfolio
|
Q2 2023
Reduced 0.22%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
450
shares
|
$8,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$8,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
439
shares
|
$8,327
0.0% of portfolio
|
Q4 2024
Added 46.82%
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
439
shares
|
$8,327
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
435
shares
|
$8,251
0.0% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
421
shares
|
$7,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
415
shares
|
$7,872
0.0% of portfolio
|
Q3 2024
Added 80.43%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
407
shares
|
$7,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
400
shares
|
$7,588
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
400
shares
|
$7,588
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
400
shares
|
$7,588
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
371
shares
|
$7,037
0.0% of portfolio
|
Q4 2024
Reduced 73.89%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
363
shares
|
$6,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
355
shares
|
$6,734
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
350
shares
|
$6,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
345
shares
|
$6,544
0.0% of portfolio
|
Q4 2024
Reduced 36.7%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
332
shares
|
$6,298
0.0% of portfolio
|
Q3 2024
Reduced 34.52%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
321
shares
|
$6,089
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$5,691
0.0% of portfolio
|
Q1 2021
Reduced 90.45%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
300
shares
|
$5,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
296
shares
|
$5,615
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
287
shares
|
$5,444
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
284
shares
|
$5,387
0.0% of portfolio
|
Q3 2024
New holding
|