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 |
|---|---|---|---|---|---|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
86
shares
|
$1,631
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
82
shares
|
$1,555
0.0% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
79
shares
|
$1,498
0.0% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
79
shares
|
$1,498
0.0% of portfolio
|
Q3 2025
Added 6.76%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
78
shares
|
$1,479
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 23, 2025 Q3 2025 |
76
shares
|
$1,441
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
73
shares
|
$1,384
0.0% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
67
shares
|
$1,270
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
66
shares
|
$1,252
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
61
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Added 90.63%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
60
shares
|
$1,138
0.0% of portfolio
|
Q3 2025
Reduced 59.18%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
51
shares
|
$967
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
50
shares
|
$948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
50
shares
|
$948
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
50
shares
|
$948
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
45
shares
|
$853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
40
shares
|
$758
0.0% of portfolio
|
Q2 2024
Reduced 91.49%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
40
shares
|
$758
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
38
shares
|
$720
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
38
shares
|
$720
0.0% of portfolio
|
Q3 2025
Reduced 99.34%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
34
shares
|
$644
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
32
shares
|
$607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
31
shares
|
$588
0.0% of portfolio
|
Q3 2023
Added 24.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
25
shares
|
$474
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
25
shares
|
$474
0.0% of portfolio
|
Q3 2025
New holding
|
|