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 841 institutions that hold shares in the stock, with a total of 652 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 |
|---|---|---|---|---|---|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
611
shares
|
$11,590
0.01% of portfolio
|
Q3 2025
Added 16.6%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
601
shares
|
$11,400
0.0% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
577
shares
|
$10,945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
571
shares
|
$10,831
0.0% of portfolio
|
Q1 2025
Added 60.85%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
557
shares
|
$10,566
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
553
shares
|
$10,490
0.0% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
523
shares
|
$9,921
0.0% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
518
shares
|
$9,826
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
500
shares
|
$9,485
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
500
shares
|
$9,485
0.0% of portfolio
|
Q1 2024
Reduced 67.74%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
496
shares
|
$9,409
0.0% of portfolio
|
Q3 2025
Added 193.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
468
shares
|
$8,877
0.0% of portfolio
|
Q2 2025
Reduced 52.82%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
466
shares
|
$8,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
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%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
443
shares
|
$8,403
0.01% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
423
shares
|
$8,024
0.0% of portfolio
|
Q2 2025
Added 235.71%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
415
shares
|
$7,872
0.0% of portfolio
|
Q3 2024
Added 80.43%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
400
shares
|
$7,588
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
400
shares
|
$7,588
0.0% of portfolio
|
Q1 2024
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
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
392
shares
|
$7,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
363
shares
|
$6,886
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
358
shares
|
$6,791
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 12, 2025 Q3 2025 |
353
shares
|
$6,696
0.0% of portfolio
|
Q3 2025
Added 606.0%
|
|