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 ($45.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.80. Options: 11 managers hold calls ($6.5m notional), 8 hold puts ($5.1m).
Trends to Q4 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 |
| Q4 2023 | 616 |
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 |
| Q4 2023 | 290 | 288 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $3.7m | $3.3m | 0.88 |
| Q2 2023 | $3.6m | $31.0m | 8.49 |
| Q3 2023 | $4.8m | $31.1m | 6.48 |
| Q4 2023 | $6.5m | $5.1m | 0.79 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +17.9m |
| MORGAN STANLEY | Added | +9.9m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Added | +2.7m |
| Heitman Real Estate Securities LLC | Added | +2.4m |
| BARCLAYS PLC | Added | +2.2m |
| Man Group plc | New | +1.9m |
| BlackRock Inc. | Added | +1.7m |
| STATE STREET CORP | Added | +1.6m |
| Point72 Asset Management, L.P. | Added | +1.6m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Added | +1.3m |
Biggest sellers
| Boston Partners | Sold out | -6.1m |
| CITADEL ADVISORS LLC | Reduced | -4.0m |
| Man Group plc | Sold out | -2.9m |
| Cullen Capital Management, LLC | Reduced | -2.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.2m |
| NORTHERN TRUST CORP | Reduced | -2.2m |
| FRANKLIN RESOURCES INC | Reduced | -1.5m |
| Brookfield Corp /ON/ | Sold out | -1.5m |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | Reduced | -1.5m |
| Balyasny Asset Management L.P. | Reduced | -1.1m |
Biggest calls
| CITADEL ADVISORS LLC | Added | $2.6m131.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m67.5k shares |
| Walleye Trading LLC | Added | $1.3m64.4k shares |
| WOLVERINE TRADING, LLC | New | $582.1k29.4k shares |
| GROUP ONE TRADING LLC | Reduced | $253.4k12.8k shares |
| SIMPLEX TRADING, LLC | Added | $217.0k11.0k shares |
| TWO SIGMA SECURITIES, LLC | Reduced | $209.9k10.6k shares |
| PEAK6 Investments LLC | Reduced | $35.6k1.8k shares |
| MBB PUBLIC MARKETS I LLC | Reduced | $4.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| BARCLAYS PLC | New | $2.2m112.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.1m57.3k shares |
| CITADEL ADVISORS LLC | Reduced | $966.2k48.8k shares |
| JANE STREET GROUP, LLC | Reduced | $320.8k16.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $291.0k14.7k shares |
| GROUP ONE TRADING LLC | Reduced | $203.9k10.3k shares |
| PEAK6 Investments LLC | Reduced | $7.9k400 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 Q4 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
None reported in Q4 2023.
Holders, Q4 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 87.8m $1.7bn | Added +125.1k |
| BlackRock Inc. 0.03% of their portfolio | 57.1m $1.1bn | Added +1.7m |
| STATE STREET CORP 0.04% of their portfolio | 41.1m $814.6m | Added +1.6m |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 34.4m $680.5m | Added +17.9m |
| Invesco Ltd. 0.12% of their portfolio | 24.8m $491.8m | Added +704.1k |
| MORGAN STANLEY 0.02% of their portfolio | 18.6m $368.0m | Added +9.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 13.2m $260.7m | Added +259.0k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.65% of their portfolio | 12.0m $237.1m | Added +2.7m |
| Resolution Capital Ltd 4.14% of their portfolio | 11.5m $228.1m | Reduced -153.2k |
| Legal & General Group Plc 0.06% of their portfolio | 9.5m $187.6m | Added +108.1k |
| AMERICAN CENTURY COMPANIES INC 0.12% of their portfolio | 9.1m $180.7m | Added +104.6k |
| NORGES BANK 0.03% of their portfolio | 8.3m $164.6m | Added +1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 8.1m $160.1m | Reduced -96.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 7.5m $149.3m | Added +276.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 7.5m $147.9m | Reduced -2.2m |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 7.2m $142.6m | Added +572.4k |
| PGGM Investments 1.88% of their portfolio | 6.2m $123.2m | Unchanged |
| Cullen Capital Management, LLC 1.75% of their portfolio | 6.0m $117.8m | Reduced -2.7m |
| Bank of New York Mellon Corp 0.02% of their portfolio | 5.7m $113.2m | Reduced -568.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 5.3m $105.0m | Added +364.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.69% of their portfolio | 4.7m $93.1m | Added +901.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 4.2m $82.7m | Added +796.7k |
| BARCLAYS PLC 0.04% of their portfolio | 3.9m $78.0m | Added +2.2m |
| NUANCE INVESTMENTS, LLC 1.61% of their portfolio | 3.5m $70.3m | Reduced -546.3k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2.65% of their portfolio | 3.4m $67.1m | Added +1.3m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 3.3m $65.4m | Reduced -212.4k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.89% of their portfolio | 3.2m $64.0m | Added +579.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 3.2m $62.5m | Reduced -70.1k |
| Amundi 0.03% of their portfolio | 3.0m $59.8m | Added +1.1m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.0m $59.4m | Reduced -822.0k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 2.6m $50.8m | Reduced -930.3k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 2.5m $49.8m | Reduced -98.9k |
| V3 Capital Management, L.P. 13.64% of their portfolio | 2.5m $49.6m | Added +487.8k |
| Heitman Real Estate Securities LLC 2.67% of their portfolio | 2.5m $49.4m | Added +2.4m |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.5m $48.9m | Added +135.5k |
| Point72 Asset Management, L.P. 0.15% of their portfolio | 2.5m $48.6m | Added +1.6m |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 2.3m $46.0m | Added +96.5k |
| HSBC HOLDINGS PLC 0.04% of their portfolio | 2.3m $45.8m | Reduced -423.4k |
| AXA S.A. 0.07% of their portfolio | 2.3m $45.3m | Added +1.0m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 2.1m $41.9m | Reduced -2.2m |
| PINEBRIDGE INVESTMENTS, L.P. 0.38% of their portfolio | 2.1m $40.7m | Added +466.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 2.0m $39.9m | Added +68.0k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 2.0m $39.8m | Added +247.1k |
| Foresight Group Ltd Liability Partnership 13.69% of their portfolio | 1.9m $38.0m | First filing |
| Man Group plc 0.11% of their portfolio | 1.9m $37.0m | New |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 1.9m $36.8m | Added +262.8k |
| FMR LLC 0.00% of their portfolio | 1.8m $34.8m | Reduced -27.0k |
| Swiss National Bank 0.02% of their portfolio | 1.7m $33.8m | Reduced -54.1k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.37% of their portfolio | 1.6m $30.9m | Reduced -1.5m |
| Waterfront Capital Partners, LLC 2.70% of their portfolio | 1.6m $30.9m | Added +1.1m |
| Allianz Asset Management GmbH 0.05% of their portfolio | 1.5m $28.8m | Reduced -172.1k |
| ZACKS INVESTMENT MANAGEMENT 0.35% of their portfolio | 1.4m $28.3m | Added +202.9k |
| APG Asset Management US Inc. 0.17% of their portfolio | 1.4m $27.6m | Reduced -594.9k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 1.3m $26.5m | Added +133.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.3m $26.2m | Added +243.3k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.34% of their portfolio | 1.2m $24.5m | Reduced -289.4k |
| AEW CAPITAL MANAGEMENT L P 0.87% of their portfolio | 1.2m $23.9m | Added +3.6k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 1.2m $22.8m | Reduced -30.8k |
| Russell Investments Group, Ltd. 0.04% of their portfolio | 1.1m $22.6m | Added +115.2k |
| Aberdeen Group plc 0.05% of their portfolio | 1.1m $22.6m | Reduced -221.6k |
| Asset Management One Co., Ltd. 0.09% of their portfolio | 1.1m $22.0m | Reduced -113.9k |
| MBB PUBLIC MARKETS I LLC 1.33% of their portfolio | 1.1m $21.5m | Added +234.7k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 1.1m $21.4m | Added +85.8k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 1.1m $21.2m | Reduced -620.9k |
| STRS OHIO 0.09% of their portfolio | 1.1m $20.9m | Added +173.7k |
| Robeco Institutional Asset Management B.V. 0.05% of their portfolio | 1.1m $20.8m | Added +380.0k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 1.0m $20.8m | New |
| California Public Employees Retirement System 0.02% of their portfolio | 1.0m $20.6m | Reduced -27.5k |
| UBS Group AG 0.01% of their portfolio | 1.0m $20.4m | Reduced -6.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.0m $20.3m | Reduced -8.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.08% of their portfolio | 1.0m $20.1m | Added +7.0k |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 1.0m $20.0m | Reduced -1.1m |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 933.8k $18.5m | Added +492.6k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 896.7k $17.8m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 896.2k $18.1m | Added +138.1k |
| ExodusPoint Capital Management, LP 0.22% of their portfolio | 886.2k $17.5m | Reduced -421.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 872.6k $17.1m | Added +50.1k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 798.1k $15.8m | Reduced -1.5m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 787.8k $15.6m | Reduced -49.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 783.7k $15.5m | Added +18.9k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 779.3k $15.4m | Added +365.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 732.3k $14.5m | Reduced -5 |
| GUGGENHEIM CAPITAL LLC 0.11% of their portfolio | 727.7k $14.4m | Reduced -11.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 708.2k $14.0m | Added +72.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 699.2k $13.8m | New |
| CITIGROUP INC 0.02% of their portfolio | 648.1k $12.8m | Added +115.3k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 644.4k $12.8m | Reduced -305.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 643.8k $12.7m | Reduced -3.5k |
| Susquehanna Portfolio Strategies, LLC 0.22% of their portfolio | 631.7k $12.5m | First filing |
| Swiss Life Asset Management Ltd 0.15% of their portfolio | 620.5k $12.3m | Added +391.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 616.8k $12.2m | Reduced -18.2k |
| Walleye Capital LLC 0.17% of their portfolio | 607.6k $12.0m | Reduced -488.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.15% of their portfolio | 584.2k $11.6m | Added +104.8k |
| State of New Jersey Common Pension Fund D 0.04% of their portfolio | 567.0k $11.2m | Reduced -42.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 564.5k $11.2m | Added +32.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 552.8k $10.9m | Added +65.5k |
| FIL Ltd 0.01% of their portfolio | 547.8k $10.8m | Added +215.2k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.15% of their portfolio | 546.7k $10.8m | Reduced -68.3k |
| Associated Banc-Corp 0.38% of their portfolio | 546.4k $10.8m | Reduced -49.3k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 531.4k $10.5m | Reduced -12.5k |