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 783 institutions that hold shares in the stock, with a total of 620 Million shares, which have been reported (via 13F filing form) to have a value of $11.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
200
shares
|
$3,794
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
200
shares
|
$3,794
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
198
shares
|
$3,756
0.0% of portfolio
|
Q4 2023
Added 2.06%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
195
shares
|
$3,699
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
190
shares
|
$3,604
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
173
shares
|
$3,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
172
shares
|
$3,262
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
170
shares
|
$3,224
0.0% of portfolio
|
Q1 2024
Reduced 74.63%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
157
shares
|
$2,978
0.0% of portfolio
|
Q2 2024
Reduced 28.31%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
150
shares
|
$2,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
131
shares
|
$2,485
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
131
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
119
shares
|
$2,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
110
shares
|
$2,086
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
107
shares
|
$2,029
0.0% of portfolio
|
Q3 2024
Added 72.58%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
97
shares
|
$1,840
0.0% of portfolio
|
Q3 2024
Added 106.38%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
86
shares
|
$1,631
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
83
shares
|
$1,574
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
79
shares
|
$1,498
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
78
shares
|
$1,479
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
71
shares
|
$1,346
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
70
shares
|
$1,327
0.0% of portfolio
|
Q3 2024
Added 12.9%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
69
shares
|
$1,308
0.0% of portfolio
|
Q2 2024
Reduced 64.06%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
67
shares
|
$1,270
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
66
shares
|
$1,252
0.0% of portfolio
|
Q3 2024
Reduced 65.08%
|