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 ($22.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $19.58. Options: 8 managers hold calls ($13.0m notional), 9 hold puts ($4.8m).
Trends to Q2 2024
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 |
| Q1 2024 | 679 |
| Q2 2024 | 710 |
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 |
| Q1 2024 | 474 | 212 |
| Q2 2024 | 375 | 308 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $4.8m | $31.1m | 6.48 |
| Q4 2023 | $6.5m | $5.1m | 0.79 |
| Q1 2024 | $11.3m | $7.7m | 0.68 |
| Q2 2024 | $13.0m | $4.8m | 0.37 |
Biggest buyers
| COHEN & STEERS, INC. | Added | +12.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +3.9m |
| Zurich Insurance Group Ltd/FI | New | +2.4m |
| MARSHALL WACE, LLP | Added | +2.3m |
| LPL Financial LLC | Added | +1.9m |
| Russell Investments Group, Ltd. | Added | +1.8m |
| AXA S.A. | Added | +1.5m |
| GRS Advisors, LLC | New | +1.5m |
| GOLDMAN SACHS GROUP INC | Added | +1.4m |
| FMR LLC | Added | +1.3m |
Biggest sellers
| MORGAN STANLEY | Reduced | -24.6m |
| JPMORGAN CHASE & CO | Reduced | -5.8m |
| CITADEL ADVISORS LLC | Reduced | -5.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -5.0m |
| V3 Capital Management, L.P. | Sold out | -3.0m |
| Resolution Capital Ltd | Sold out | -2.8m |
| BlackRock Inc. | Reduced | -1.9m |
| Alyeska Investment Group, L.P. | Reduced | -1.8m |
| VANGUARD GROUP INC | Reduced | -1.7m |
| Point72 Asset Management, L.P. | Reduced | -1.6m |
Biggest calls
| Twin Tree Management, LP | New | $4.7m239.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.7m238.7k shares |
| CITADEL ADVISORS LLC | Added | $2.9m145.9k shares |
| WOLVERINE TRADING, LLC | Reduced | $272.4k13.9k shares |
| JANE STREET GROUP, LLC | Reduced | $243.0k12.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $176.0k9.0k shares |
| GROUP ONE TRADING LLC | Reduced | $72.5k3.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.9m97.2k shares |
| CITADEL ADVISORS LLC | Reduced | $1.0m51.6k shares |
| Twin Tree Management, LP | New | $733.0k37.4k shares |
| JANE STREET GROUP, LLC | Added | $427.3k21.8k shares |
| IMC-Chicago, LLC | Added | $258.7k13.2k shares |
| GROUP ONE TRADING LLC | Reduced | $237.2k12.1k shares |
| SIMPLEX TRADING, LLC | Added | $119.0k6.1k shares |
| PEAK6 Investments LLC | Reduced | $62.7k3.2k 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 Q2 2024
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 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 | — | — |
| Q1 2024 | 1 | $300.8k | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 112.9m $2.2bn | Reduced -1.7m |
| BlackRock Inc. 0.03% of their portfolio | 77.0m $1.5bn | Reduced -1.9m |
| STATE STREET CORP 0.04% of their portfolio | 47.4m $929.3m | Reduced -379.7k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 35.0m $685.1m | Reduced -5.8m |
| Invesco Ltd. 0.09% of their portfolio | 22.3m $436.9m | Added +126.3k |
| COHEN & STEERS, INC. 0.81% of their portfolio | 19.7m $386.5m | Added +12.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 17.8m $348.8m | Added +363.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.34% of their portfolio | 16.0m $314.0m | Reduced -1.0m |
| MORGAN STANLEY 0.02% of their portfolio | 13.1m $255.8m | Reduced -24.6m |
| Legal & General Group Plc 0.06% of their portfolio | 11.5m $226.3m | Added +169.9k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.21% of their portfolio | 10.4m $203.8m | Reduced -748.0k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 10.4m $203.2m | Added +165.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 9.7m $190.9m | Reduced -151.1k |
| NORGES BANK 0.03% of their portfolio | 9.2m $179.6m | Reduced -1.5m |
| AMERICAN CENTURY COMPANIES INC 0.11% of their portfolio | 9.0m $177.0m | Reduced -196.3k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 8.5m $166.3m | Reduced -83.7k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 7.9m $154.2m | Added +596.3k |
| PGGM Investments 2.06% of their portfolio | 7.3m $143.8m | Added +814.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 7.0m $136.2m | Reduced -804.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 6.6m $129.8m | Added +710.4k |
| Cullen Capital Management, LLC 1.47% of their portfolio | 6.5m $127.7m | Reduced -810.0k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.83% of their portfolio | 5.1m $100.1m | Reduced -91.7k |
| MILLENNIUM MANAGEMENT LLC 0.08% of their portfolio | 4.8m $93.4m | Added +3.9m |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 4.7m $91.5m | Reduced -271.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 4.4m $86.9m | Added +1.4m |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.93% of their portfolio | 4.2m $83.1m | Added +121.9k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.33% of their portfolio | 4.0m $77.6m | Reduced -55.4k |
| Amundi 0.03% of their portfolio | 3.5m $67.3m | Added +1.2m |
| AXA S.A. 0.10% of their portfolio | 3.4m $66.3m | Added +1.5m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.07% of their portfolio | 3.3m $65.7m | Added +86.9k |
| SEI INVESTMENTS CO 0.09% of their portfolio | 3.2m $63.2m | Added +713.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 3.0m $58.4m | Added +84.5k |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 3.0m $58.3m | Added +1.8m |
| FMR LLC 0.00% of their portfolio | 2.9m $56.6m | Added +1.3m |
| Balyasny Asset Management L.P. 0.14% of their portfolio | 2.9m $55.9m | Added +146.7k |
| AEW CAPITAL MANAGEMENT L P 2.67% of their portfolio | 2.8m $55.3m | Added +351.2k |
| LPL Financial LLC 0.03% of their portfolio | 2.8m $55.0m | Added +1.9m |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 2.7m $53.9m | Reduced -951.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 2.6m $51.0m | Reduced -417.6k |
| MARSHALL WACE, LLP 0.07% of their portfolio | 2.6m $50.3m | Added +2.3m |
| CI INVESTMENTS INC. 0.19% of their portfolio | 2.5m $48.8m | Reduced -28.8k |
| Zurich Insurance Group Ltd/FI 0.41% of their portfolio | 2.4m $47.8m | New |
| PRUDENTIAL FINANCIAL INC 0.07% of their portfolio | 2.4m $47.6m | Added +1.0m |
| Man Group plc 0.12% of their portfolio | 2.3m $45.0m | Reduced -111.3k |
| Aberdeen Group plc 0.09% of their portfolio | 2.3m $44.6m | Added +396.0k |
| Heitman Real Estate Securities LLC 2.82% of their portfolio | 2.3m $44.5m | Reduced -413.3k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 2.2m $42.8m | Added +147.1k |
| Swiss National Bank 0.03% of their portfolio | 2.1m $41.2m | Reduced -19.3k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 2.0m $39.9m | Reduced -1.0m |
| APG Asset Management US Inc. 0.21% of their portfolio | 1.8m $35.8m | Added +175.0k |
| Foresight Group Ltd Liability Partnership 13.27% of their portfolio | 1.6m $25.1m | Reduced -253.7k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 1.6m $32.1m | Added +729.8k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 1.6m $31.2m | Reduced -5.5m |
| BARCLAYS PLC 0.01% of their portfolio | 1.6m $30.7m | Reduced -684.3k |
| GRS Advisors, LLC 3.29% of their portfolio | 1.5m $28.5m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.4m $28.2m | Reduced -108.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 1.4m $28.0m | Added +104.8k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 1.4m $27.6m | Added +120.2k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.4m $27.3m | Added +89.4k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.4m $26.6m | Reduced -668.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.3m $26.3m | Reduced -5.0m |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.3m $25.9m | Added +10.7k |
| CRAWFORD INVESTMENT COUNSEL INC 0.49% of their portfolio | 1.3m $25.7m | Reduced -53.6k |
| Asset Management One Co., Ltd. 0.10% of their portfolio | 1.3m $25.7m | Reduced -194.6k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.10% of their portfolio | 1.3m $25.5m | Added +18.6k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 1.3m $25.3m | Reduced -80.7k |
| ZACKS INVESTMENT MANAGEMENT 0.28% of their portfolio | 1.3m $24.6m | Added +253.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.75% of their portfolio | 1.3m $24.6m | Reduced -57.7k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 1.2m $24.0m | Reduced -1.8m |
| NUANCE INVESTMENTS, LLC 0.73% of their portfolio | 1.2m $23.8m | Reduced -794.6k |
| UBS Group AG 0.01% of their portfolio | 1.2m $23.3m | Reduced -121.0k |
| STRS OHIO 0.09% of their portfolio | 1.2m $23.2m | Added +132.9k |
| Waterfront Capital Partners, LLC 2.91% of their portfolio | 1.2m $22.7m | New |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 1.1m $22.3m | Added +191.5k |
| AVIVA PLC 0.06% of their portfolio | 1.1m $22.1m | Added +230.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 1.1m $21.8m | Added +131.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio | 1.1m $21.5m | Added +46.4k |
| Presima Securities ULC 4.77% of their portfolio | 1.1m $21.5m | Added +997.4k |
| GW&K Investment Management, LLC 0.18% of their portfolio | 1.0m $20.2m | Added +5.9k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 1.0m $19.8m | Added +23.4k |
| M&T Bank Corp 0.07% of their portfolio | 1.0m $19.8m | Added +24.5k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 992.1k $19.4m | Added +869.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 977.3k $19.2m | Added +24.9k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 934.2k $18.3m | Added +100.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 922.3k $18.1m | Added +38.2k |
| Verition Fund Management LLC 0.13% of their portfolio | 873.6k $17.1m | Added +770.0k |
| GUGGENHEIM CAPITAL LLC 0.12% of their portfolio | 822.8k $16.1m | Reduced -20.8k |
| Lighthouse Investment Partners, LLC 0.88% of their portfolio | 800.0k $15.7m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 785.3k $15.4m | Reduced -24.4k |
| CITIGROUP INC 0.01% of their portfolio | 785.0k $15.4m | Reduced -120.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 784.9k $15.4m | Reduced -139.3k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 779.8k $15.3m | Reduced -1.3k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 749.6k $14.7m | Reduced -203.0k |
| Gillson Capital LP 1.40% of their portfolio | 741.5k $14.5m | Reduced -343.1k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.18% of their portfolio | 707.3k $13.9m | Added +126.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 689.6k $13.5m | Added +45.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 688.4k $13.5m | Added +11.7k |
| AMF Tjanstepension AB 0.10% of their portfolio | 678.5k $13.3m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 647.1k $12.7m | Reduced -71.9k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 633.9k $12.4m | Reduced -170 |