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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
350
shares
|
$6,639
0.0% of portfolio
|
Q2 2025
Reduced 34.82%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
346
shares
|
$6,563
0.0% of portfolio
|
Q3 2025
Reduced 50.36%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
337
shares
|
$6,392
0.0% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
335
shares
|
$6,354
0.0% of portfolio
|
Q3 2025
Added 241.84%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
316
shares
|
$5,994
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
300
shares
|
$5,691
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
300
shares
|
$5,691
0.0% of portfolio
|
Q1 2021
Reduced 90.45%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
287
shares
|
$5,444
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
284
shares
|
$5,387
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
265
shares
|
$5,027
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
259
shares
|
$4,913
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
251
shares
|
$4,761
0.0% of portfolio
|
Q3 2025
Added 35.68%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
241
shares
|
$4,571
0.0% of portfolio
|
Q3 2025
Reduced 69.14%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
233
shares
|
$4,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
231
shares
|
$4,382
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
230
shares
|
$4,363
0.0% of portfolio
|
Q4 2021
Reduced 39.47%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
210
shares
|
$3,983
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
205
shares
|
$3,888
0.0% of portfolio
|
Q2 2025
Reduced 40.58%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
200
shares
|
$3,794
0.0% of portfolio
|
Q3 2025
Reduced 84.62%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
200
shares
|
$3,794
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
200
shares
|
$3,794
0.0% of portfolio
|
Q2 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
|
|