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 ($47.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.46. Options: 11 managers hold calls ($4.8m notional), 10 hold puts ($31.1m).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 589 |
| Q4 2022 | 610 |
| Q1 2023 | 592 |
| Q2 2023 | 611 |
| Q3 2023 | 588 |
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 |
| Q3 2023 | 280 | 270 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $11.8m | $2.6m | 0.22 |
| Q1 2023 | $3.7m | $3.3m | 0.88 |
| Q2 2023 | $3.6m | $31.0m | 8.49 |
| Q3 2023 | $4.8m | $31.1m | 6.48 |
Biggest buyers
| Man Group plc | New | +2.9m |
| CITADEL ADVISORS LLC | Added | +2.5m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Added | +1.8m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +1.5m |
| Sumitomo Mitsui Trust Group, Inc. | Added | +1.4m |
| Invesco Ltd. | Added | +1.2m |
| ExodusPoint Capital Management, LP | Added | +1.1m |
| AEW CAPITAL MANAGEMENT L P | Added | +1.1m |
| Cullen Capital Management, LLC | Added | +1.0m |
| Resolution Capital Ltd | Added | +995.9k |
Biggest sellers
| Long Pond Capital, LP | Sold out | -5.8m |
| Man Group plc | Sold out | -2.9m |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -2.0m |
| Qube Research & Technologies Ltd | Reduced | -1.8m |
| DEUTSCHE BANK AG\ | Reduced | -1.2m |
| PRUDENTIAL FINANCIAL INC | Reduced | -992.1k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -960.6k |
| BARCLAYS PLC | Reduced | -825.8k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | Sold out | -810.5k |
| D. E. Shaw & Co., Inc. | Reduced | -788.2k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $1.6m89.1k shares |
| MBB PUBLIC MARKETS I LLC | New | $918.0k50.0k shares |
| BANK OF MONTREAL /CAN/ | New | $640.6k31.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Unchanged | $504.9k27.5k shares |
| GROUP ONE TRADING LLC | Reduced | $317.6k17.3k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $229.5k12.5k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $218.5k11.9k shares |
| PEAK6 Investments LLC | Added | $216.6k11.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $106.0k5.8k shares |
| Walleye Trading LLC | Added | $14.7k800 shares |
Biggest puts
| GROUP ONE TRADING LLC | Reduced | $7.6m411.8k shares |
| PEAK6 Investments LLC | Added | $7.0m379.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $5.4m292.6k shares |
| CITADEL ADVISORS LLC | Added | $4.0m216.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m205.1k shares |
| Walleye Trading LLC | Added | $1.4m78.0k shares |
| JANE STREET GROUP, LLC | Reduced | $877.6k47.8k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $672.0k36.6k shares |
| GTS SECURITIES LLC | New | $517.8k28.2k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
None reported in Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 87.6m $1.6bn | Reduced -456.9k |
| BlackRock Inc. 0.03% of their portfolio | 55.4m $1.0bn | Added +407.1k |
| STATE STREET CORP 0.04% of their portfolio | 39.5m $725.2m | Reduced -22.1k |
| Invesco Ltd. 0.12% of their portfolio | 24.1m $443.1m | Added +1.2m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 16.5m $302.5m | Added +865.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 12.9m $237.1m | Added +238.9k |
| Resolution Capital Ltd 4.25% of their portfolio | 11.7m $214.3m | Added +995.9k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 9.6m $177.1m | Added +878.2k |
| Legal & General Group Plc 0.06% of their portfolio | 9.4m $172.0m | Added +416.6k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.15% of their portfolio | 9.3m $170.8m | Added +153.3k |
| AMERICAN CENTURY COMPANIES INC 0.13% of their portfolio | 9.0m $165.6m | Added +207.8k |
| MORGAN STANLEY 0.02% of their portfolio | 8.7m $159.9m | Added +120.5k |
| Cullen Capital Management, LLC 1.86% of their portfolio | 8.7m $159.2m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 8.2m $150.2m | Added +284.1k |
| NORGES BANK 0.03% of their portfolio | 7.3m $133.7m | Reduced -17.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 7.3m $133.4m | Added +1.5m |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 6.6m $121.8m | Reduced -501.1k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 6.3m $115.4m | Added +175.2k |
| PGGM Investments 1.97% of their portfolio | 6.2m $114.2m | Unchanged |
| Boston Partners 0.15% of their portfolio | 6.1m $111.6m | Added +7.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 4.9m $90.7m | Added +64.2k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 4.4m $79.9m | Reduced -599.8k |
| NUANCE INVESTMENTS, LLC 1.84% of their portfolio | 4.1m $75.2m | Added +169.9k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 4.1m $74.6m | Added +2.5m |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 3.8m $70.2m | Added +33.7k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.40% of their portfolio | 3.8m $69.8m | Reduced -960.6k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.5m $64.5m | Added +228.8k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 3.5m $64.3m | Added +257.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 3.4m $62.0m | Added +1.4m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.09% of their portfolio | 3.2m $59.2m | Added +15.8k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.73% of their portfolio | 3.0m $55.6m | Reduced -218.3k |
| Man Group plc 0.17% of their portfolio | 2.9m $53.6m | New |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 2.7m $50.1m | Reduced -408.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.90% of their portfolio | 2.7m $48.7m | Added +490.4k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 2.6m $48.0m | Added +547.8k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.3m $42.6m | Added +642.3k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 2.3m $41.8m | Added +51.7k |
| AQR CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 2.2m $40.9m | Added +440.3k |
| Balyasny Asset Management L.P. 0.11% of their portfolio | 2.1m $39.3m | Reduced -259.1k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 1.71% of their portfolio | 2.1m $38.2m | Added +1.8m |
| V3 Capital Management, L.P. 14.27% of their portfolio | 2.0m $37.0m | Reduced -93.0k |
| APG Asset Management US Inc. 0.32% of their portfolio | 2.0m $36.5m | Reduced -210.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 1.9m $35.8m | Added +741.7k |
| Amundi 0.02% of their portfolio | 1.9m $32.5m | Reduced -451.2k |
| FMR LLC 0.00% of their portfolio | 1.8m $32.7m | Added +422.6k |
| MACQUARIE GROUP LTD 0.04% of their portfolio | 1.8m $32.4m | Reduced -51.6k |
| Swiss National Bank 0.03% of their portfolio | 1.8m $32.3m | Reduced -215.8k |
| BARCLAYS PLC 0.02% of their portfolio | 1.8m $32.1m | Reduced -825.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.08% of their portfolio | 1.7m $31.0m | Added +13.0k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 1.6m $29.9m | Reduced -130.9k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.6m $29.3m | Reduced -1.2m |
| PINEBRIDGE INVESTMENTS, L.P. 0.32% of their portfolio | 1.6m $29.2m | Reduced -113.9k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.43% of their portfolio | 1.5m $28.0m | Added +427.0k |
| Brookfield Corp /ON/ 0.17% of their portfolio | 1.5m $27.1m | Reduced -641.5k |
| Aberdeen Group plc 0.06% of their portfolio | 1.4m $25.0m | Reduced -210.9k |
| ExodusPoint Capital Management, LP 0.31% of their portfolio | 1.3m $24.0m | Added +1.1m |
| AXA S.A. 0.08% of their portfolio | 1.3m $23.0m | Added +65.6k |
| ZACKS INVESTMENT MANAGEMENT 0.29% of their portfolio | 1.2m $22.5m | Reduced -4.8k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 1.2m $22.3m | Reduced -992.1k |
| Qube Research & Technologies Ltd 0.07% of their portfolio | 1.2m $22.3m | Reduced -1.8m |
| Asset Management One Co., Ltd. 0.10% of their portfolio | 1.2m $22.1m | Reduced -60.8k |
| AEW CAPITAL MANAGEMENT L P 0.92% of their portfolio | 1.2m $22.1m | Added +1.1m |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 1.2m $21.7m | Added +13.6k |
| AVIVA PLC 0.09% of their portfolio | 1.1m $20.4m | Reduced -136.5k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.1m $20.4m | Reduced -788.2k |
| Walleye Capital LLC 0.30% of their portfolio | 1.1m $20.1m | Reduced -5.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $19.8m | Reduced -451 |
| California Public Employees Retirement System 0.02% of their portfolio | 1.1m $19.6m | Added +48.8k |
| UBS Group AG 0.01% of their portfolio | 1.0m $19.1m | Reduced -68.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.0m $19.0m | Reduced -7.6k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 1.0m $18.8m | Added +92.0k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.08% of their portfolio | 1.0m $18.5m | Added +33.6k |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 996.9k $18.3m | Added +20.1k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 950.0k $17.4m | Added +85.5k |
| STRS OHIO 0.07% of their portfolio | 880.9k $16.2m | Reduced -77.7k |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 877.2k $16.1m | Added +310.5k |
| MBB PUBLIC MARKETS I LLC 1.05% of their portfolio | 851.8k $15.6m | Added +411.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 837.7k $15.4m | Reduced -40.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 822.5k $15.1m | Added +45.3k |
| NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio | 764.9k $14.0m | Added +4.7k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 758.1k $15.5m | Reduced -179.6k |
| GUGGENHEIM CAPITAL LLC 0.12% of their portfolio | 739.4k $13.6m | Added +336.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 732.3k $13.4m | Added +2.1k |
| TUDOR INVESTMENT CORP ET AL 0.19% of their portfolio | 720.2k $13.2m | Added +265.8k |
| Robeco Institutional Asset Management B.V. 0.03% of their portfolio | 671.7k $12.3m | Reduced -86.2k |
| TORONTO DOMINION BANK 0.01% of their portfolio | 651.3k $12.0m | Reduced -19.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 647.3k $11.9m | Added +6.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 636.1k $11.7m | Reduced -33.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 635.0k $11.7m | Added +7.2k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.17% of their portfolio | 615.0k $11.3m | Added +612 |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 609.0k $11.2m | Reduced -35.5k |
| Lighthouse Investment Partners, LLC 0.65% of their portfolio | 600.0k $11.0m | Added +175.0k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 595.8k $10.9m | Reduced -605.3k |
| Associated Banc-Corp 0.42% of their portfolio | 595.7k $10.9m | Added +10.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 583.7k $10.7m | Reduced -236.4k |
| Verition Fund Management LLC 0.14% of their portfolio | 580.6k $10.7m | Added +141.2k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 543.9k $10.0m | Reduced -1.0k |
| CITIGROUP INC 0.01% of their portfolio | 532.8k $9.8m | Reduced -32.4k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 532.5k $9.8m | Added +29.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 532.3k $9.8m | Added +93.9k |