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 |
|---|---|---|---|---|---|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
188
shares
|
$3,566
0.0% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
184
shares
|
$3,490
0.0% of portfolio
|
Q3 2025
Reduced 43.73%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
184
shares
|
$3,490
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
170
shares
|
$3,224
0.0% of portfolio
|
Q3 2025
Added 58.88%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
170
shares
|
$3,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
160
shares
|
$3,035
0.0% of portfolio
|
Q3 2025
Reduced 61.9%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
150
shares
|
$2,845
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
150
shares
|
$2,845
0.0% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
143
shares
|
$2,712
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
142
shares
|
$2,693
0.0% of portfolio
|
Q3 2025
Reduced 97.39%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
136
shares
|
$2,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
133
shares
|
$2,523
0.0% of portfolio
|
Q4 2024
Reduced 15.29%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
131
shares
|
$2,485
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
120
shares
|
$2,276
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
119
shares
|
$2,257
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
114
shares
|
$2,162
0.0% of portfolio
|
Q3 2025
Added 26.67%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
112
shares
|
$2,124
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
112
shares
|
$2,124
0.0% of portfolio
|
Q2 2025
Reduced 53.14%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
111
shares
|
$2,105
0.0% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
110
shares
|
$2,086
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
108
shares
|
$2,048
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
100
shares
|
$1,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
97
shares
|
$1,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
92
shares
|
$1,745
0.0% of portfolio
|
Q3 2025
Added 70.37%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
92
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
Reduced 58.93%
|
|