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 ($77.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.80. Options: 11 managers hold calls ($18.5m notional), 8 hold puts ($3.1m).
Trends to Q3 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 |
| Q3 2024 | 736 |
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 |
| Q3 2024 | 368 | 327 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $6.5m | $5.1m | 0.79 |
| Q1 2024 | $11.3m | $7.7m | 0.68 |
| Q2 2024 | $13.0m | $4.8m | 0.37 |
| Q3 2024 | $18.5m | $3.1m | 0.17 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +7.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +6.3m |
| DEUTSCHE BANK AG\ | Added | +6.1m |
| AMERIPRISE FINANCIAL INC | Added | +3.2m |
| CI INVESTMENTS INC. | Added | +2.9m |
| Cullen Capital Management, LLC | Added | +2.3m |
| CITADEL ADVISORS LLC | Added | +2.3m |
| Brookfield Corp /ON/ | New | +1.4m |
| Douglas Lane & Associates, LLC | Added | +1.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | +1.0m |
Biggest sellers
| COHEN & STEERS, INC. | Reduced | -19.4m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -3.7m |
| MARSHALL WACE, LLP | Reduced | -2.0m |
| Invesco Ltd. | Reduced | -1.9m |
| AXA S.A. | Reduced | -1.8m |
| GRS Advisors, LLC | Sold out | -1.5m |
| SEI INVESTMENTS CO | Reduced | -1.4m |
| Waterfront Capital Partners, LLC | Sold out | -1.2m |
| NORGES BANK | Reduced | -1.0m |
| PRUDENTIAL FINANCIAL INC | Reduced | -913.6k |
Biggest calls
| Twin Tree Management, LP | Added | $9.6m418.2k shares |
| UBS Group AG | New | $2.8m124.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.4m106.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.7m74.9k shares |
| JANE STREET GROUP, LLC | Added | $1.4m61.4k shares |
| GROUP ONE TRADING LLC | Added | $311.0k13.6k shares |
| IMC-Chicago, LLC | New | $228.7k10.0k shares |
| PEAK6 Investments LLC | New | $29.7k1.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $25.0k1.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $2.3k100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m65.8k shares |
| CITADEL ADVISORS LLC | Reduced | $742.6k32.5k shares |
| IMC-Chicago, LLC | Added | $363.6k15.9k shares |
| JANE STREET GROUP, LLC | Reduced | $285.9k12.5k shares |
| Twin Tree Management, LP | Reduced | $91.5k4.0k shares |
| PEAK6 Investments LLC | Reduced | $57.2k2.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.0k800 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
None reported in Q3 2024.
Holders, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.05% of their portfolio | 112.1m $2.6bn | Reduced -766.8k |
| BlackRock, Inc. 0.04% of their portfolio | 81.7m $1.9bn | First filing |
| STATE STREET CORP 0.04% of their portfolio | 47.8m $1.1bn | Added +404.1k |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 42.6m $974.0m | Added +7.6m |
| Invesco Ltd. 0.09% of their portfolio | 20.4m $466.2m | Reduced -1.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 17.7m $403.9m | Reduced -120.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.40% of their portfolio | 15.6m $357.2m | Reduced -404.9k |
| MORGAN STANLEY 0.02% of their portfolio | 13.1m $298.5m | Added +319 |
| Legal & General Group Plc 0.07% of their portfolio | 11.4m $261.5m | Reduced -108.6k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.32% of their portfolio | 10.8m $247.4m | Added +416.7k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 10.4m $236.8m | Reduced -14.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 10.1m $231.0m | Added +361.0k |
| Cullen Capital Management, LLC 2.20% of their portfolio | 8.8m $202.2m | Added +2.3m |
| DEUTSCHE BANK AG\ 0.08% of their portfolio | 8.8m $201.2m | Added +6.1m |
| NORGES BANK 0.03% of their portfolio | 8.1m $185.9m | Reduced -1.0m |
| NORTHERN TRUST CORP 0.03% of their portfolio | 7.9m $181.5m | Reduced -548.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.05% of their portfolio | 7.7m $175.7m | Added +6.3m |
| PGGM Investments 2.15% of their portfolio | 7.3m $167.8m | Unchanged |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 7.0m $160.6m | Reduced -844.9k |
| Bank of New York Mellon Corp 0.03% of their portfolio | 6.6m $150.6m | Reduced -365.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 6.4m $147.4m | Reduced -176.4k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 5.8m $131.9m | Added +3.2m |
| AMERICAN CENTURY COMPANIES INC 0.07% of their portfolio | 5.3m $122.1m | Reduced -3.7m |
| CI INVESTMENTS INC. 0.47% of their portfolio | 5.3m $122.1m | Added +2.9m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.77% of their portfolio | 4.9m $111.5m | Reduced -235.8k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1.06% of their portfolio | 4.6m $104.2m | Added +316.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 4.5m $102.6m | Reduced -182.6k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 4.4m $101.6m | Reduced -322.5k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 4.3m $97.5m | Reduced -170.4k |
| Russell Investments Group, Ltd. 0.13% of their portfolio | 3.9m $89.6m | Added +940.6k |
| CITADEL ADVISORS LLC 0.09% of their portfolio | 3.9m $88.8m | Added +2.3m |
| Amundi 0.03% of their portfolio | 3.6m $77.6m | Added +98.8k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3.08% of their portfolio | 3.5m $80.6m | Reduced -438.0k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.08% of their portfolio | 3.4m $76.5m | Added +34.0k |
| LPL Financial LLC 0.03% of their portfolio | 3.1m $71.0m | Added +298.3k |
| Heitman Real Estate Securities LLC 3.77% of their portfolio | 3.0m $69.1m | Added +751.1k |
| FMR LLC 0.00% of their portfolio | 2.9m $67.1m | Added +42.6k |
| Aberdeen Group plc 0.11% of their portfolio | 2.7m $62.7m | Added +471.9k |
| AEW CAPITAL MANAGEMENT L P 2.69% of their portfolio | 2.7m $62.5m | Reduced -88.1k |
| Balyasny Asset Management L.P. 0.15% of their portfolio | 2.6m $59.5m | Reduced -249.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 2.5m $57.2m | Reduced -477.9k |
| Man Group plc 0.16% of their portfolio | 2.5m $56.3m | Added +166.1k |
| STRS OHIO 0.19% of their portfolio | 2.1m $48.4m | Added +933.7k |
| UBS Group AG 0.01% of their portfolio | 2.1m $48.1m | Added +910.9k |
| Swiss National Bank 0.03% of their portfolio | 2.1m $47.8m | Reduced -12.0k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 2.0m $46.7m | Added +6.1k |
| APG Asset Management US Inc. 0.30% of their portfolio | 2.0m $44.3m | Added +111.5k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 1.9m $42.6m | Reduced -326.5k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 1.8m $41.5m | Reduced -1.4m |
| Zurich Insurance Group Ltd/FI 0.35% of their portfolio | 1.8m $40.8m | Reduced -653.2k |
| GW&K Investment Management, LLC 0.34% of their portfolio | 1.7m $39.2m | Added +686.7k |
| Allianz Asset Management GmbH 0.06% of their portfolio | 1.6m $37.0m | Reduced -17.3k |
| AXA S.A. 0.11% of their portfolio | 1.6m $35.9m | Reduced -1.8m |
| BARCLAYS PLC 0.02% of their portfolio | 1.5m $35.1m | Reduced -34.2k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 1.5m $34.7m | Reduced -913.6k |
| Douglas Lane & Associates, LLC 0.47% of their portfolio | 1.5m $33.9m | Added +1.2m |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.04% of their portfolio | 1.5m $33.9m | Added +54.1k |
| Foresight Group Ltd Liability Partnership 3.88% of their portfolio | 1.5m $2.0m | Reduced -196.7k |
| Brookfield Corp /ON/ 0.19% of their portfolio | 1.4m $33.0m | New |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.83% of their portfolio | 1.4m $32.5m | Added +165.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.4m $32.5m | Reduced -18.0k |
| CRAWFORD INVESTMENT COUNSEL INC 0.53% of their portfolio | 1.3m $30.8m | Added +36.7k |
| ZACKS INVESTMENT MANAGEMENT 0.27% of their portfolio | 1.3m $30.7m | Added +83.6k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 1.3m $30.7m | Reduced -67.5k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 1.3m $30.4m | Added +40.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.3m $30.1m | Reduced -78.0k |
| Asset Management One Co., Ltd. 0.11% of their portfolio | 1.3m $29.9m | Reduced -843 |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 1.3m $29.6m | Reduced -24.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.13% of their portfolio | 1.3m $29.2m | Reduced -21.8k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.2m $27.9m | Reduced -136.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.2m $27.0m | Added +397.7k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 1.2m $26.6m | Added +23.1k |
| AVIVA PLC 0.07% of their portfolio | 1.2m $26.5m | Added +28.6k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 1.1m $25.7m | Added +112.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.08% of their portfolio | 1.1m $25.3m | Added +7.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 1.1m $25.2m | Reduced -14.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 1.0m $23.6m | New |
| M&T Bank Corp 0.08% of their portfolio | 1.0m $23.0m | Reduced -3.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 995.2k $22.8m | Added +18.0k |
| Alyeska Investment Group, L.P. 0.12% of their portfolio | 995.0k $22.8m | Reduced -228.7k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 993.9k $22.7m | Added +59.7k |
| Presima Securities ULC 4.93% of their portfolio | 982.3k $22.5m | Reduced -112.8k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.15% of their portfolio | 882.7k $20.2m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 847.8k $19.2m | Added +200.7k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.06% of their portfolio | 838.5k $19.2m | Added +321.2k |
| Adelante Capital Management LLC 1.24% of their portfolio | 837.7k $19.2m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 819.2k $18.7m | Added +33.9k |
| KBC Group NV 0.05% of their portfolio | 762.5k $17.4m | Added +595.4k |
| NUANCE INVESTMENTS, LLC 0.58% of their portfolio | 757.5k $17.3m | Reduced -459.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 708.7k $16.2m | Reduced -213.7k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.19% of their portfolio | 698.9k $16.0m | Reduced -8.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 690.3k $15.8m | Added +692 |
| KEYBANK NATIONAL ASSOCIATION/OH 0.06% of their portfolio | 685.5k $15.7m | Added +655.4k |
| AMF Tjanstepension AB 0.11% of their portfolio | 678.5k $15.5m | Unchanged |
| Lighthouse Investment Partners, LLC 0.82% of their portfolio | 665.0k $15.2m | Reduced -135.0k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 663.3k $15.2m | Added +238.3k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.17% of their portfolio | 650.1k $14.9m | Added +30.6k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 641.4k $14.7m | Added +7.5k |
| Cinctive Capital Management LP 0.84% of their portfolio | 636.4k $14.6m | Added +432.8k |
| Susquehanna Portfolio Strategies, LLC 0.99% of their portfolio | 631.6k $14.4m | Unchanged |