HEALTHPEAK PROPERTIES INC DOC
COM · REIT · CUSIP 42250P103 · ISIN US42250P1030
Real estate investment trust
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($53.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.17. Options: 11 managers hold calls ($3.6m notional), 9 hold puts ($31.0m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 589 |
| Q4 2022 | 610 |
| Q1 2023 | 592 |
| Q2 2023 | 611 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 307 | 243 |
| Q1 2023 | 307 | 240 |
| Q2 2023 | 289 | 268 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $7.9m | $1.6m | 0.20 |
| Q4 2022 | $11.8m | $2.6m | 0.22 |
| Q1 2023 | $3.7m | $3.3m | 0.88 |
| Q2 2023 | $3.6m | $31.0m | 8.49 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +6.7m |
| MILLENNIUM MANAGEMENT LLC | Added | +3.2m |
| Man Group plc | New | +2.9m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Added | +2.5m |
| Balyasny Asset Management L.P. | Added | +2.3m |
| PGGM Investments | Added | +1.8m |
| Qube Research & Technologies Ltd | Added | +1.7m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| BARCLAYS PLC | Added | +1.4m |
| PINEBRIDGE INVESTMENTS, L.P. | Added | +1.3m |
Biggest sellers
| NORGES BANK | Reduced | -8.8m |
| CITADEL ADVISORS LLC | Reduced | -8.6m |
| Man Group plc | Sold out | -2.8m |
| BlackRock Inc. | Reduced | -2.4m |
| Waterfront Capital Partners, LLC | Sold out | -1.9m |
| STRS OHIO | Reduced | -1.8m |
| Resolution Capital Ltd | Reduced | -1.5m |
| Brookfield Corp /ON/ | Reduced | -1.4m |
| Amundi | Reduced | -1.4m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduced | -1.3m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.5m77.1k shares |
| GROUP ONE TRADING LLC | Added | $554.8k27.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $552.8k27.5k shares |
| JANE STREET GROUP, LLC | Reduced | $289.4k14.4k shares |
| TWO SIGMA SECURITIES, LLC | New | $281.4k14.0k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $251.2k12.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $120.0k6.0k shares |
| PEAK6 Investments LLC | Unchanged | $34.2k1.7k shares |
| Walleye Trading LLC | Reduced | $14.1k700 shares |
| Twin Tree Management, LP | Unchanged | $2.0k100 shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $8.3m412.0k shares |
| SIMPLEX TRADING, LLC | Added | $5.9m296.0k shares |
| PEAK6 Investments LLC | Added | $5.5m271.6k shares |
| CITADEL ADVISORS LLC | Added | $4.1m204.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m194.2k shares |
| Walleye Trading LLC | New | $1.5m75.0k shares |
| JANE STREET GROUP, LLC | New | $1.1m52.9k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $735.7k36.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-28 | 10.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 6.4% |
Fell to 5% or below in the last year: JPMORGAN CHASE & CO (4.3%, 2026-07-22), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 1 | $10.3k | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $71.2k | — |
| Q1 2023 | 3 | $506.1k | 1 | $30.5k | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 88.1m $1.8bn | Reduced -1.1m |
| BlackRock Inc. 0.03% of their portfolio | 55.0m $1.1bn | Reduced -2.4m |
| STATE STREET CORP 0.04% of their portfolio | 39.5m $794.4m | Added +291.0k |
| Invesco Ltd. 0.12% of their portfolio | 22.9m $460.7m | Added +906.5k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 15.6m $313.8m | Added +6.7m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 12.7m $254.7m | Added +156.0k |
| Resolution Capital Ltd 3.54% of their portfolio | 10.7m $214.6m | Reduced -1.5m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.16% of their portfolio | 9.1m $183.9m | Added +2.5m |
| Legal & General Group Plc 0.06% of their portfolio | 9.0m $179.9m | Added +328.0k |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 8.8m $177.1m | Reduced -60.6k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 8.8m $176.2m | Reduced -85.8k |
| MORGAN STANLEY 0.02% of their portfolio | 8.6m $172.7m | Reduced -2.5k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 7.9m $158.8m | Added +107.6k |
| Cullen Capital Management, LLC 1.37% of their portfolio | 7.6m $153.2m | Reduced -264.3k |
| NORGES BANK 0.03% of their portfolio | 7.3m $146.8m | Reduced -8.8m |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 7.1m $143.4m | Added +278.7k |
| PGGM Investments 2.03% of their portfolio | 6.2m $125.1m | Added +1.8m |
| Bank of New York Mellon Corp 0.03% of their portfolio | 6.1m $122.8m | Reduced -235.5k |
| Boston Partners 0.16% of their portfolio | 6.1m $122.1m | Added +1.3m |
| Long Pond Capital, LP 6.86% of their portfolio | 5.8m $116.3m | Added +465.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 5.7m $115.2m | Added +84.1k |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 5.0m $99.5m | Added +3.2m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 4.9m $107.1m | Unchanged |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.71% of their portfolio | 4.8m $95.7m | Added +929.1k |
| NUANCE INVESTMENTS, LLC 1.69% of their portfolio | 3.9m $78.9m | Added +374.1k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 3.8m $76.2m | Added +1.5m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.3m $66.1m | Reduced -793.4k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.79% of their portfolio | 3.2m $65.2m | Added +51.3k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 3.2m $65.1m | Reduced -241.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.09% of their portfolio | 3.2m $64.5m | Added +401 |
| HSBC HOLDINGS PLC 0.07% of their portfolio | 3.1m $63.1m | Added +175.7k |
| Qube Research & Technologies Ltd 0.23% of their portfolio | 3.0m $60.2m | Added +1.7m |
| Man Group plc 0.18% of their portfolio | 2.9m $58.4m | New |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 2.8m $56.9m | Added +888.1k |
| BARCLAYS PLC 0.03% of their portfolio | 2.6m $51.8m | Added +1.4m |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 2.4m $48.2m | Added +2.3m |
| Amundi 0.02% of their portfolio | 2.3m $47.7m | Reduced -1.4m |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 2.2m $44.8m | Added +357.8k |
| PRUDENTIAL FINANCIAL INC 0.08% of their portfolio | 2.2m $57.6m | Added +1.3m |
| APG Asset Management US Inc. 0.35% of their portfolio | 2.2m $44.2m | Reduced -309.4k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.78% of their portfolio | 2.2m $43.4m | Added +828.9k |
| Brookfield Corp /ON/ 0.17% of their portfolio | 2.1m $42.6m | Reduced -1.4m |
| V3 Capital Management, L.P. 13.56% of their portfolio | 2.1m $42.4m | Added +374.1k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 2.1m $41.5m | Reduced -382.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 2.0m $39.9m | Reduced -159.3k |
| Swiss National Bank 0.03% of their portfolio | 2.0m $39.7m | Reduced -158.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 2.0m $39.5m | Added +772.8k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 1.9m $38.1m | Added +1.0m |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 1.8m $36.5m | Reduced -106.2k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 1.8m $35.9m | Added +1.0m |
| Allianz Asset Management GmbH 0.07% of their portfolio | 1.8m $35.3m | Reduced -107.7k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.7m $33.5m | Added +751.6k |
| PINEBRIDGE INVESTMENTS, L.P. 0.37% of their portfolio | 1.7m $34.3m | Added +1.3m |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 1.7m $33.7m | Reduced -19.9k |
| Aberdeen Group plc 0.07% of their portfolio | 1.6m $31.7m | Added +209.6k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.5m $30.6m | Reduced -8.6m |
| FMR LLC 0.00% of their portfolio | 1.4m $27.3m | Added +353.3k |
| Asset Management One Co., Ltd. 0.11% of their portfolio | 1.3m $25.4m | Reduced -1.0k |
| AVIVA PLC 0.10% of their portfolio | 1.2m $25.1m | Added +132.0k |
| ZACKS INVESTMENT MANAGEMENT 0.31% of their portfolio | 1.2m $24.8m | Added +15.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 1.2m $24.3m | Added +3.4k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.2m $24.1m | Reduced -93.4k |
| AXA S.A. 0.08% of their portfolio | 1.2m $23.9m | Reduced -60.6k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 1.2m $23.5m | Reduced -1.2m |
| UBS Group AG 0.01% of their portfolio | 1.1m $22.3m | Added +62.2k |
| Walleye Capital LLC 0.39% of their portfolio | 1.1m $22.1m | New |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.37% of their portfolio | 1.1m $22.1m | Added +1.0m |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $21.7m | Added +183.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.0m $21.0m | Reduced -10.6k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.0m $20.5m | Added +17.3k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 976.8k $19.7m | Added +24.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.08% of their portfolio | 974.3k $19.6m | Reduced -29.0k |
| STRS OHIO 0.08% of their portfolio | 958.6k $19.3m | Reduced -1.8m |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 937.8k $19.6m | Reduced -769.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 935.2k $18.8m | Reduced -458.7k |
| Cinctive Capital Management LP 0.71% of their portfolio | 903.9k $18.2m | Added +615.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 878.4k $17.7m | Added +13.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 864.5k $17.4m | Reduced -6.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 820.1k $16.5m | Reduced -57.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.60% of their portfolio | 810.5k $16.3m | Unchanged |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 777.3k $15.6m | Added +49.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio | 760.2k $15.3m | Added +42.4k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 757.9k $15.2m | Reduced -2.5k |
| Cubist Systematic Strategies, LLC 0.17% of their portfolio | 752.7k $15.1m | Added +673.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 730.2k $14.7m | Added +1.6k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 670.7k $13.5m | Added +361.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 670.0k $13.5m | Reduced -64.6k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 644.5k $13.0m | Reduced -60.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 640.8k $12.9m | Reduced -3.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 627.7k $12.6m | Reduced -42.1k |
| CAPITAL FUND MANAGEMENT S.A. 0.19% of their portfolio | 614.5k $12.4m | Added +595.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.18% of their portfolio | 614.4k $12.3m | Added +13.7k |
| Associated Banc-Corp 0.44% of their portfolio | 585.2k $11.8m | Added +115.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 582.2k $11.7m | Added +7.0k |
| Point72 Asset Management, L.P. 0.04% of their portfolio | 566.7k $11.4m | New |
| CITIGROUP INC 0.01% of their portfolio | 565.2k $11.4m | Reduced -142.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 544.9k $11.0m | Reduced -2.6k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 522.6k $10.5m | Added +17.6k |
| Cornerstone Capital, Inc. 1.19% of their portfolio | 513.3k $10.3m | Reduced -33.4k |
| ING GROEP NV 0.08% of their portfolio | 506.1k $10.2m | Reduced -14.8k |