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 ($54.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $20.45. Options: 10 managers hold calls ($17.2m notional), 7 hold puts ($2.4m).
Trends to Q4 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 |
| Q4 2024 | 763 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 341 | 356 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $11.3m | $7.7m | 0.68 |
| Q2 2024 | $13.0m | $4.8m | 0.37 |
| Q3 2024 | $18.5m | $3.1m | 0.17 |
| Q4 2024 | $17.2m | $2.4m | 0.14 |
Biggest buyers
| PRINCIPAL FINANCIAL GROUP INC | Added | +17.3m |
| Resolution Capital Ltd | New | +6.1m |
| Long Pond Capital, LP | New | +4.3m |
| NORTHERN TRUST CORP | Added | +2.6m |
| BlackRock, Inc. | Added | +2.3m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.7m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.7m |
| Alyeska Investment Group, L.P. | Added | +1.6m |
| BNP PARIBAS FINANCIAL MARKETS | New | +1.5m |
| UBS Group AG | Added | +1.3m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -22.9m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -6.3m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -3.7m |
| CITADEL ADVISORS LLC | Reduced | -3.6m |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | Reduced | -3.1m |
| AEW CAPITAL MANAGEMENT L P | Reduced | -2.6m |
| Heitman Real Estate Securities LLC | Reduced | -2.6m |
| Balyasny Asset Management L.P. | Reduced | -2.6m |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | -2.0m |
| CI INVESTMENTS INC. | Reduced | -1.5m |
Biggest calls
| UBS Group AG | Added | $6.3m309.6k shares |
| Twin Tree Management, LP | Reduced | $5.3m261.1k shares |
| JANE STREET GROUP, LLC | Added | $1.9m93.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m63.0k shares |
| GROUP ONE TRADING LLC | Added | $985.1k48.6k shares |
| CITADEL ADVISORS LLC | Reduced | $837.2k41.3k shares |
| WOLVERINE TRADING, LLC | New | $313.7k15.7k shares |
| IMC-Chicago, LLC | Added | $285.8k14.1k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Unchanged | $2.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m59.7k shares |
| MILLENNIUM MANAGEMENT LLC | New | $445.9k22.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $389.2k19.2k shares |
| IMC-Chicago, LLC | Reduced | $318.2k15.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $4.0k200 shares |
| GROUP ONE TRADING LLC | New | $2.0k100 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 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 111.6m $2.3bn | Reduced -500.6k |
| BlackRock, Inc. 0.03% of their portfolio | 84.0m $1.7bn | Added +2.3m |
| STATE STREET CORP 0.04% of their portfolio | 47.4m $961.2m | Reduced -392.8k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 19.7m $398.6m | Reduced -22.9m |
| Invesco Ltd. 0.07% of their portfolio | 19.1m $388.0m | Reduced -1.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 18.4m $371.2m | Added +638.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.20% of their portfolio | 18.1m $367.6m | Added +17.3m |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.33% of their portfolio | 17.3m $350.0m | Added +1.7m |
| MORGAN STANLEY 0.02% of their portfolio | 12.3m $250.0m | Reduced -715.7k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.40% of their portfolio | 11.2m $227.3m | Added +398.8k |
| Legal & General Group Plc 0.06% of their portfolio | 11.0m $222.8m | Reduced -444.4k |
| NORTHERN TRUST CORP 0.03% of their portfolio | 10.5m $213.4m | Added +2.6m |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 10.3m $209.1m | Reduced -40.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 10.2m $205.8m | Added +53.4k |
| Cullen Capital Management, LLC 2.08% of their portfolio | 8.8m $178.8m | Reduced -20.3k |
| DEUTSCHE BANK AG\ 0.07% of their portfolio | 8.5m $171.5m | Reduced -339.7k |
| NORGES BANK 0.02% of their portfolio | 8.2m $166.8m | Added +102.4k |
| Nuveen Asset Management, LLC 0.04% of their portfolio | 7.4m $150.0m | Added +379.7k |
| PGGM Investments 1.93% of their portfolio | 7.2m $145.3m | Reduced -172.7k |
| AMERIPRISE FINANCIAL INC 0.03% of their portfolio | 6.7m $134.0m | Added +902.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 6.5m $132.0m | Reduced -74.2k |
| Resolution Capital Ltd 2.21% of their portfolio | 6.1m $122.8m | New |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 5.5m $110.8m | Reduced -980.1k |
| AMERICAN CENTURY COMPANIES INC 0.06% of their portfolio | 5.4m $108.9m | Added +31.5k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1.72% of their portfolio | 4.8m $96.8m | Reduced -95.7k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.92% of their portfolio | 4.5m $92.2m | Reduced -7.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 4.3m $86.9m | Added +23.4k |
| Long Pond Capital, LP 4.58% of their portfolio | 4.3m $86.9m | New |
| CI INVESTMENTS INC. 0.29% of their portfolio | 3.8m $77.4m | Reduced -1.5m |
| LPL Financial LLC 0.03% of their portfolio | 3.6m $73.5m | Added +525.8k |
| FMR LLC 0.00% of their portfolio | 3.5m $71.2m | Added +580.6k |
| UBS Group AG 0.02% of their portfolio | 3.4m $69.1m | Added +1.3m |
| Russell Investments Group, Ltd. 0.09% of their portfolio | 3.1m $63.2m | Reduced -800.1k |
| Aberdeen Group plc 0.11% of their portfolio | 2.8m $56.9m | Added +75.2k |
| Amundi 0.02% of their portfolio | 2.7m $54.2m | Reduced -890.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 2.6m $52.7m | Reduced -747.0k |
| Alyeska Investment Group, L.P. 0.20% of their portfolio | 2.6m $52.5m | Added +1.6m |
| Douglas Lane & Associates, LLC 0.74% of their portfolio | 2.6m $52.2m | Added +1.1m |
| Brookfield Corp /ON/ 0.16% of their portfolio | 2.6m $51.8m | Added +1.1m |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 2.5m $50.1m | Reduced -2.0m |
| APG Asset Management US Inc. 0.38% of their portfolio | 2.5m $50.1m | Added +518.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 2.4m $48.4m | Reduced -114.2k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 2.2m $44.1m | Added +136.4k |
| STRS OHIO 0.16% of their portfolio | 2.0m $41.2m | Reduced -81.1k |
| Swiss National Bank 0.03% of their portfolio | 2.0m $40.0m | Reduced -113.4k |
| GW&K Investment Management, LLC 0.29% of their portfolio | 1.7m $34.6m | Reduced -11.0k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 1.7m $34.2m | Added +1.7m |
| Allianz Asset Management GmbH 0.05% of their portfolio | 1.6m $32.6m | Reduced -11.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 1.6m $32.4m | Added +105.7k |
| Man Group plc 0.09% of their portfolio | 1.5m $30.6m | Reduced -953.1k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 1.5m $30.3m | Reduced -317.7k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.06% of their portfolio | 1.5m $30.2m | First filing |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.76% of their portfolio | 1.5m $29.8m | Added +52.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.5m $29.6m | New |
| CRAWFORD INVESTMENT COUNSEL INC 0.53% of their portfolio | 1.4m $29.3m | Added +96.2k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 1.4m $28.9m | Reduced -448.9k |
| AXA S.A. 0.09% of their portfolio | 1.4m $28.9m | Reduced -140.3k |
| ZACKS INVESTMENT MANAGEMENT 0.27% of their portfolio | 1.4m $28.9m | Added +86.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 1.4m $28.8m | Added +3.4k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 1.4m $27.7m | Added +27.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.3m $27.3m | Reduced -6.3m |
| Asset Management One Co., Ltd. 0.09% of their portfolio | 1.3m $26.7m | Added +18.5k |
| FEDERATED HERMES, INC. 0.06% of their portfolio | 1.3m $26.3m | Reduced -34.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.3m $26.0m | Reduced -10.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.3m $26.0m | Added +97.7k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.09% of their portfolio | 1.2m $25.3m | Reduced -31.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.2m $24.8m | Reduced -88.6k |
| Foresight Group Ltd Liability Partnership 22.76% of their portfolio | 1.2m $146.9m | Reduced -232.8k |
| Zurich Insurance Group Ltd/FI 0.20% of their portfolio | 1.2m $24.0m | Reduced -598.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.2m $24.0m | Reduced -35.0k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 1.2m $23.1m | Added +20.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.07% of their portfolio | 1.1m $23.1m | Added +33.9k |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 1.1m $23.0m | Reduced -381.5k |
| National Pension Service 0.02% of their portfolio | 1.1m $22.6m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 1.1m $22.5m | First filing |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.1m $21.9m | Added +372.3k |
| BARCLAYS PLC 0.01% of their portfolio | 1.1m $21.6m | Reduced -470.5k |
| Pictet Asset Management Holding SA 0.02% of their portfolio | 1.1m $21.3m | Added +57.4k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.13% of their portfolio | 1.0m $20.5m | Added +129.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 998.1k $20.2m | Reduced -101.8k |
| M&T Bank Corp 0.07% of their portfolio | 995.5k $20.2m | Reduced -10.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 993.8k $20.1m | Reduced -1.4k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.07% of their portfolio | 934.5k $18.9m | Added +249.0k |
| Lighthouse Investment Partners, LLC 0.66% of their portfolio | 840.0k $17.0m | Added +175.0k |
| Hudson Bay Capital Management LP 0.10% of their portfolio | 839.5k $17.0m | Added +249.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.28% of their portfolio | 811.6k $16.5m | First filing |
| Verition Fund Management LLC 0.08% of their portfolio | 804.9k $16.3m | Added +281.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio | 768.8k $15.6m | Added +230.8k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 749.5k $15.2m | Reduced -3.7m |
| Presima Securities ULC 3.47% of their portfolio | 695.2k $14.1m | Reduced -287.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 679.5k $13.8m | Added +117.5k |
| Foundry Partners, LLC 0.69% of their portfolio | 678.6k $13.8m | Added +127.5k |
| NUANCE INVESTMENTS, LLC 0.55% of their portfolio | 677.9k $13.7m | Reduced -79.5k |
| 1832 Asset Management L.P. 0.02% of their portfolio | 675.9k $13.7m | Added +343.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 659.3k $13.4m | Reduced -188.5k |
| Handelsbanken Fonder AB 0.05% of their portfolio | 658.9k $13.4m | Added +148.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 653.4k $13.2m | Reduced -9.9k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 641.0k $13.0m | Added +31.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.16% of their portfolio | 639.4k $13.0m | Reduced -59.5k |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO 0.15% of their portfolio | 637.5k $12.9m | Reduced -12.6k |