DOC · Company research
Healthpeak Properties, Inc. (DOC): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableReal Estate
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 99850000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| WCG Wealth Advisors LLC | 1855713 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19142 | 409636 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52685 | 1127459 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Crews Bank & Trust | 2052279 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 780 | 16692 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 595982 | 12754015 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| AlphaGrep UK Ltd | 2148988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15163 | 324488 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 236 | 5050 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 824854 | 17651876 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Advisor Group, LLC | 1567755 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11445 | 244926 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13511 | 289135 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 205 | 4387 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1041283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18869 | 403797 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| HUNTINGTON NATIONAL BANK | 49205 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3525 | 75435 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cromwell Holdings LLC | 1894712 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 802 | 17163 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Trust Co | 1632554 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 409 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 6420 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16549667 | 354162874 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 606797 | 12991063 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Foresight Group Ltd Liability Partnership | 1943441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 808489 | 17507829 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1424055 | 30474777 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22306936 | 476655508 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cypress Wealth Services, LLC | 1721527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21971 | 470170 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 228 | 4879 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Principia Wealth Advisory, LLC | 2041436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 599 | — | — | — | Aug 26, 2026 | SEC_13F_DATASET |
| Fairman Group, LLC | 2016719 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 5350 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Concurrent Investment Advisors, LLC | 2001015 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 60370 | 1291924 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Cetera Trust Company, N.A | 2005547 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9570 | 204798 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DT Investment Partners, LLC | 1537621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 284 | 6078 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Aberdeen Wealth Management LLC | 1802654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 350 | 7490 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ACADIAN ASSET MANAGEMENT LLC | 916542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 120540 | 2577 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pathstone Holdings, LLC | 2011612 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46357 | 992035 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 633764 | 13562550 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 467911 | 8758240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Harvest Portfolios Group Inc. | 1923739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21698 | 464337 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NORGES BANK | 1374170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9414320 | 201466448 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397110 | 8498154 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 179283 | 3836656 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 2010186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 639 | 13675 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17298776 | 808354 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| M&T Bank Corp | 36270 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80432 | 1721245 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56814 | 1215815 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Symphony Financial, Ltd. Co. | 1800687 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40390 | 879206 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Twin Tree Management, LP | 1535588 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 415100 | 8883140 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SWAN Capital LLC | 1952722 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265 | 5671 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Regatta Research & Money Management | 2137529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1157 | 24760 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 344 | 7362 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Rehmann Capital Advisory Group | 1633037 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23936 | 512230 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| CONNABLE OFFICE INC | 914933 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40692 | 870809 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Sarasin & Partners LLP | 1510481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 82206 | 1759209 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Cape Investment Advisory, Inc. | 1944437 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6434 | 137688 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Arlington Trust Co LLC | 1997685 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94 | 2012 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MIZUHO SECURITIES USA LLC | 812291 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42018 | 690356 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| HARBOR INVESTMENT ADVISORY, LLC | 1468792 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 920 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15765 | 337369 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rakuten Investment Management, Inc. | 2062680 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 73094 | 1598565 | — | — | — | Aug 18, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 526835 | 11274279 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ARIZONA STATE RETIREMENT SYSTEM | 1558481 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 191842 | 4105419 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1535845 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1634902 | 34986903 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CIBC Asset Management Inc | 1021926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151841 | 3249397 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Manske Wealth Management | 2095143 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15564 | 333071 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Measured Risk Portfolios, Inc. | 1576704 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 86927 | 1860238 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11803 | 349605 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Treasurer of the State of North Carolina | 1761054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 295380 | 6321 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1120263 | 23973 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 196646 | 4208224 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6233455 | 133395942 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 296 | 6334 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HUB Investment Partners, LLC | 1841815 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15816 | 338462 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53629 | 1147661 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2175649 | 46558889 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PEAPACK GLADSTONE FINANCIAL CORP | 1050743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 85858 | 1837 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Associated Banc-Corp | 7789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23269 | 497956 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 56106 | 1200668 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEOS Investment Management LLC | 2001019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 263738 | 5643993 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1620943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78140 | 1672196 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Vestcor Inc | 1536925 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136832 | 2928 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1607355 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300 | 6420 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 492682 | 10543402 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Provenance Wealth Advisors, LLC | 2081584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12019 | 257207 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 63498 | 1358857 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.