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 ($28.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.43. Options: 12 managers hold calls ($64.3m notional), 10 hold puts ($12.7m).
Trends to Q1 2026
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 |
| Q1 2025 | 760 |
| Q2 2025 | 739 |
| Q3 2025 | 754 |
| Q4 2025 | 771 |
| Q1 2026 | 760 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 375 | 308 |
| Q3 2024 | 368 | 327 |
| Q4 2024 | 341 | 356 |
| Q1 2025 | 412 | 305 |
| Q2 2025 | 362 | 369 |
| Q3 2025 | 390 | 330 |
| Q4 2025 | 330 | 381 |
| Q1 2026 | 414 | 301 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $37.6m | $5.6m | 0.15 |
| Q3 2025 | $33.5m | $16.3m | 0.49 |
| Q4 2025 | $14.8m | $23.5m | 1.59 |
| Q1 2026 | $64.3m | $12.7m | 0.20 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +14.1m |
| Invesco Ltd. | Added | +5.9m |
| Bank of New York Mellon Corp | Added | +5.8m |
| Alyeska Investment Group, L.P. | New | +5.6m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +4.9m |
| FRANKLIN RESOURCES INC | Added | +4.2m |
| DEUTSCHE BANK AG\ | Added | +3.3m |
| BANK OF AMERICA CORP /DE/ | Added | +2.6m |
| Long Pond Capital, LP | New | +2.5m |
| GOLDMAN SACHS GROUP INC | Added | +2.2m |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -30.1m |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -7.9m |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | Reduced | -4.9m |
| CITADEL ADVISORS LLC | Reduced | -4.5m |
| PRUDENTIAL FINANCIAL INC | Reduced | -3.2m |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | Reduced | -3.2m |
| HSBC HOLDINGS PLC | Reduced | -3.1m |
| TUDOR INVESTMENT CORP ET AL | Sold out | -2.0m |
| STRS OHIO | Reduced | -1.4m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.3m |
Biggest calls
| GOLDMAN SACHS GROUP INC | New | $17.6m1.1m shares |
| JANE STREET GROUP, LLC | Added | $9.8m594.9k shares |
| CITADEL ADVISORS LLC | Added | $8.6m524.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.2m496.7k shares |
| IMC-Chicago, LLC | Added | $6.7m407.6k shares |
| Walleye Trading LLC | New | $5.7m346.1k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $2.5m151.3k shares |
| Greenland Capital Management LP | Added | $1.8m108.8k shares |
| GROUP ONE TRADING LLC | Added | $1.2m72.2k shares |
| Twin Tree Management, LP | Reduced | $962.8k58.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.8m291.5k shares |
| CITADEL ADVISORS LLC | Reduced | $3.2m197.0k shares |
| JANE STREET GROUP, LLC | Added | $1.2m74.2k shares |
| IMC-Chicago, LLC | Reduced | $1.2m72.6k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $1.2m70.5k shares |
| GROUP ONE TRADING LLC | Added | $358.2k21.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $295.7k18.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $236.6k14.4k shares |
| Walleye Trading LLC | New | $236.6k14.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $21.4k1.3k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 7 | $966.3k | 0 | — | — |
| Q3 2025 | 2 | $149.8k | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 73.4m $1.2bn | Reduced -182.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 58.1m $955.0m | First filing |
| STATE STREET CORP 0.03% of their portfolio | 48.5m $796.9m | Reduced -872.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 45.2m $742.9m | First filing |
| JPMORGAN CHASE & CO 0.05% of their portfolio | 44.7m $740.3m | Added +14.1m |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.62% of their portfolio | 29.2m $479.8m | Reduced -30.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 24.4m $399.8m | Added +4.9m |
| Invesco Ltd. 0.04% of their portfolio | 24.2m $397.1m | Added +5.9m |
| PRINCIPAL FINANCIAL GROUP INC 0.16% of their portfolio | 18.8m $308.3m | Reduced -7.9m |
| Bank of New York Mellon Corp 0.05% of their portfolio | 15.5m $253.9m | Added +5.8m |
| MORGAN STANLEY 0.01% of their portfolio | 12.3m $202.2m | Added +58.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 11.9m $195.3m | Added +2.6m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 11.5m $188.3m | Added +354.0k |
| Cullen Capital Management, LLC 1.85% of their portfolio | 11.0m $180.6m | Added +1.7m |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 10.6m $173.9m | Added +290.6k |
| FMR LLC 0.01% of their portfolio | 9.3m $152.2m | Reduced -1.3m |
| NORTHERN TRUST CORP 0.02% of their portfolio | 8.6m $140.8m | Added +191.3k |
| EQUITY INVESTMENT CORP 2.47% of their portfolio | 7.7m $125.9m | Added +643.4k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 7.2m $119.0m | Added +2.2m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 7.0m $114.7m | Added +3.3m |
| Legal & General Group Plc 0.03% of their portfolio | 6.6m $108.9m | Reduced -424.9k |
| AMERICAN CENTURY COMPANIES INC 0.05% of their portfolio | 5.8m $94.9m | Reduced -1.3m |
| Alyeska Investment Group, L.P. 0.26% of their portfolio | 5.6m $92.3m | New |
| LPL Financial LLC 0.02% of their portfolio | 5.4m $88.7m | Added +458.8k |
| PGGM Investments 1.55% of their portfolio | 5.4m $88.4m | Reduced -321.1k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 4.5m $74.1m | Added +4.2m |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 4.4m $72.5m | Added +913.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 4.2m $69.5m | Added +647.3k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 3.9m $64.3m | First filing |
| Amundi 0.02% of their portfolio | 3.8m $62.2m | Added +249.2k |
| UBS Group AG 0.01% of their portfolio | 3.6m $59.4m | Added +296.4k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 3.4m $55.7m | Reduced -3.1m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 3.3m $53.5m | Reduced -253.7k |
| Douglas Lane & Associates, LLC 0.70% of their portfolio | 3.0m $48.7m | Added +163.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 2.9m $47.5m | Added +500.7k |
| BARCLAYS PLC 0.02% of their portfolio | 2.6m $42.7m | Added +987.6k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.62% of their portfolio | 2.5m $41.8m | Reduced -3.2m |
| Long Pond Capital, LP 4.18% of their portfolio | 2.5m $40.9m | New |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 2.4m $39.5m | Added +97.7k |
| CI INVESTMENTS INC. 0.18% of their portfolio | 2.2m $36.3m | Added +15.8k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 2.1m $34.8m | Added +106.2k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 2.1m $35.0m | Added +8.1k |
| Swiss National Bank 0.02% of their portfolio | 2.0m $33.5m | Added +168.5k |
| Eversept Partners, LP 2.14% of their portfolio | 2.0m $32.5m | New |
| CITIGROUP INC 0.02% of their portfolio | 2.0m $32.1m | Added +391.0k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.9m $31.4m | Added +296.6k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.69% of their portfolio | 1.8m $30.2m | Added +172.4k |
| Nuveen, LLC 0.01% of their portfolio | 1.8m $28.9m | Reduced -292.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.7m $27.4m | Added +3.7k |
| APG Asset Management US Inc. 0.21% of their portfolio | 1.7m $27.3m | Reduced -315.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 1.6m $26.7m | Added +716.9k |
| Heitman Real Estate Securities LLC 1.90% of their portfolio | 1.6m $26.5m | Added +212.2k |
| M&T Bank Corp 0.09% of their portfolio | 1.6m $26.2m | Added +244.4k |
| GW&K Investment Management, LLC 0.23% of their portfolio | 1.6m $25.7m | Reduced -1.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 1.5m $25.2m | Reduced -42.9k |
| Advisors Capital Management, LLC 0.29% of their portfolio | 1.5m $24.7m | Added +61.0k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 1.5m $24.0m | First filing |
| CANADA LIFE ASSURANCE Co 0.04% of their portfolio | 1.4m $23.7m | Added +779 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 1.4m $23.0m | Reduced -294.4k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.4m $22.5m | Reduced -23.8k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.4m $22.4m | Added +255.6k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 1.4m $22.2m | Added +67.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.3m $23.7m | New |
| Asset Management One Co., Ltd. 0.07% of their portfolio | 1.3m $22.1m | Reduced -54.0k |
| NOMURA ASSET MANAGEMENT CO LTD 0.06% of their portfolio | 1.3m $21.5m | Added +36.8k |
| Aberdeen Group plc 0.03% of their portfolio | 1.2m $19.7m | Reduced -155.5k |
| Focus Partners Wealth 0.02% of their portfolio | 1.2m $19.0m | Added +920.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 1.1m $18.8m | Reduced -121.3k |
| SG Americas Securities, LLC 0.02% of their portfolio | 1.1m $18.7m | Reduced -15.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.1m $18.0m | Reduced -1.1m |
| SEI INVESTMENTS CO 0.02% of their portfolio | 1.1m $18.1m | Added +183.9k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $16.9m | Added +73.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.20% of their portfolio | 1.1m $17.3m | Added +207.1k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 1.0m $17.2m | Added +164.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.0m $16.5m | Reduced -11.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.05% of their portfolio | 1.0m $16.4m | Reduced -159.4k |
| ZACKS INVESTMENT MANAGEMENT 0.13% of their portfolio | 981.7k $16.1m | Added +61.7k |
| Schonfeld Strategic Advisors LLC 0.13% of their portfolio | 955.0k $15.7m | New |
| 1832 Asset Management L.P. 0.02% of their portfolio | 933.5k $15.3m | Reduced -166.9k |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 853.7k $14.0m | Added +54.5k |
| Swedbank AB 0.01% of their portfolio | 849.2k $14.0m | Unchanged |
| SummitTX Capital, L.P. 0.44% of their portfolio | 846.3k $13.9m | Reduced -330.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 819.7k $13.5m | Reduced -8.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 813.6k $13.4m | Added +255.7k |
| Quantinno Capital Management LP 0.02% of their portfolio | 805.5k $13.2m | Added +298.3k |
| Foresight Group Ltd Liability Partnership 2.35% of their portfolio | 804.0k $13.3m | Reduced -49.4k |
| Vanguard Investments Australia, Ltd. 0.04% of their portfolio | 783.5k $12.9m | First filing |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 766.4k $12.6m | Added +423.6k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 736.1k $12.1m | Added +319.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 731.9k $12.0m | Added +79.4k |
| FIFTH THIRD BANCORP 0.02% of their portfolio | 721.7k $11.9m | Added +672.5k |
| Squarepoint Ops LLC 0.03% of their portfolio | 721.5k $11.9m | Added +84.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 702.9k $11.5m | Added +106.9k |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 0.10% of their portfolio | 671.9k $11.0m | Added +1.8k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 659.6k $10.8m | Added +166.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 649.8k $10.7m | Unchanged |
| Davis Selected Advisers 0.05% of their portfolio | 645.2k $10.6m | Added +209.3k |
| DAVENPORT & Co LLC 0.06% of their portfolio | 627.7k $10.3m | Added +4.4k |
| AVIVA PLC 0.02% of their portfolio | 623.9k $10.3m | Added +8.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 620.1k $10.2m | Added +52.7k |