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 ($58.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.42. Options: 10 managers hold calls ($40.8m notional), 8 hold puts ($16.4m).
Trends to Q2 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 |
| Q2 2026 | 757 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 319 | 416 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $33.5m | $16.3m | 0.49 |
| Q4 2025 | $14.8m | $23.5m | 1.59 |
| Q1 2026 | $64.3m | $12.7m | 0.20 |
| Q2 2026 | $40.8m | $16.4m | 0.40 |
Biggest buyers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +6.2m |
| CITADEL ADVISORS LLC | Added | +5.5m |
| GOLDMAN SACHS GROUP INC | Added | +4.3m |
| JANE STREET GROUP, LLC | Added | +4.2m |
| RUSH ISLAND MANAGEMENT, LP | New | +2.9m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +2.9m |
| TWO SIGMA INVESTMENTS, LP | Added | +2.2m |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +2.1m |
| MORGAN STANLEY | Added | +1.9m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +1.6m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -14.5m |
| Invesco Ltd. | Reduced | -5.7m |
| Alyeska Investment Group, L.P. | Reduced | -4.6m |
| STATE STREET CORP | Reduced | -4.5m |
| PGGM Investments | Reduced | -2.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.6m |
| BlackRock, Inc. | Reduced | -2.4m |
| UBS Group AG | Reduced | -2.3m |
| Long Pond Capital, LP | Reduced | -2.2m |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | -2.0m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $11.0m514.0k shares |
| CITADEL ADVISORS LLC | Reduced | $9.3m435.0k shares |
| Twin Tree Management, LP | Added | $8.9m415.1k shares |
| IMC-Chicago, LLC | Reduced | $3.6m167.1k shares |
| JANE STREET GROUP, LLC | Reduced | $2.3m108.4k shares |
| PEAK6 LLC | New | $2.2m103.0k shares |
| Walleye Trading LLC | Reduced | $2.0m93.0k shares |
| Squarepoint Ops LLC | New | $781.1k36.5k shares |
| GROUP ONE TRADING LLC | Reduced | $535.0k25.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $211.9k9.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.4m344.6k shares |
| CITADEL ADVISORS LLC | Added | $4.5m210.7k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | Added | $1.7m78.6k shares |
| IMC-Chicago, LLC | Reduced | $1.1m49.4k shares |
| JANE STREET GROUP, LLC | Reduced | $826.0k38.6k shares |
| Walleye Trading LLC | Added | $472.9k22.1k shares |
| GROUP ONE TRADING LLC | Reduced | $353.1k16.5k shares |
| SIMPLEX TRADING, LLC | Added | $122.0k5.7k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 1 | $213.7k | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-12 | Bohn Scott R CDO and Head of Lab | Sold | $213.7k11.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 70.9m $1.5bn | Reduced -2.4m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.06% of their portfolio | 58.4m $1.2bn | Added +249.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 45.0m $963.3m | Reduced -204.2k |
| STATE STREET CORP 0.03% of their portfolio | 44.0m $941.8m | Reduced -4.5m |
| JPMORGAN CHASE & CO 0.04% of their portfolio | 30.2m $661.0m | Reduced -14.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. 1.70% of their portfolio | 29.1m $623.2m | Reduced -81.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 24.7m $526.9m | Added +252.7k |
| Invesco Ltd. 0.03% of their portfolio | 18.5m $396.1m | Reduced -5.7m |
| PRINCIPAL FINANCIAL GROUP INC 0.18% of their portfolio | 16.8m $358.7m | Reduced -2.0m |
| Bank of New York Mellon Corp 0.05% of their portfolio | 15.2m $326.0m | Reduced -221.8k |
| MORGAN STANLEY 0.02% of their portfolio | 14.2m $303.6m | Added +1.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio | 11.9m $255.5m | Added +479.7k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 11.5m $246.8m | Added +4.3m |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 11.0m $234.6m | Reduced -925.2k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 10.7m $229.6m | Added +144.7k |
| FMR LLC 0.01% of their portfolio | 10.5m $225.0m | Added +1.3m |
| Cullen Capital Management, LLC 2.06% of their portfolio | 9.8m $209.0m | Reduced -1.2m |
| NORGES BANK 0.02% of their portfolio | 9.4m $201.5m | Not comparable |
| EQUITY INVESTMENT CORP 3.06% of their portfolio | 7.5m $160.2m | Reduced -177.3k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 7.1m $152.7m | Reduced -1.4m |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 6.3m $134.5m | Reduced -698.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 6.2m $133.1m | Added +6.2m |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 5.7m $122.6m | Added +5.5m |
| LPL Financial LLC 0.03% of their portfolio | 5.6m $120.5m | Added +233.6k |
| Legal & General Group Plc 0.02% of their portfolio | 5.4m $116.2m | Reduced -1.2m |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 4.6m $99.2m | Added +125.2k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 4.3m $93.0m | Reduced -1.4m |
| Russell Investments Group, Ltd. 0.08% of their portfolio | 4.3m $91.4m | Reduced -138.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.03% of their portfolio | 4.2m $98.1m | Added +2.9m |
| JANE STREET GROUP, LLC 0.06% of their portfolio | 4.2m $89.3m | Added +4.2m |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 4.0m $85.9m | Reduced -217.2k |
| VANGUARD FIDUCIARY TRUST CO 0.02% of their portfolio | 3.9m $82.8m | Reduced -43.3k |
| HSBC HOLDINGS PLC 0.03% of their portfolio | 3.0m $63.3m | Reduced -431.6k |
| RUSH ISLAND MANAGEMENT, LP 4.18% of their portfolio | 2.9m $63.0m | New |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 2.9m $62.7m | Added +35.0k |
| Douglas Lane & Associates, LLC 0.83% of their portfolio | 2.8m $61.0m | Reduced -116.0k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 2.7m $56.9m | Added +2.2m |
| PGGM Investments 1.31% of their portfolio | 2.5m $53.2m | Reduced -2.9m |
| Amundi 0.01% of their portfolio | 2.2m $47.4m | Reduced -1.6m |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 2.1m $46.0m | Added +2.1m |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio | 1.9m $41.7m | Reduced -203.0k |
| SYSTEMATIC FINANCIAL MANAGEMENT LP 0.79% of their portfolio | 1.8m $39.6m | Added +9.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 1.8m $39.3m | Added +170.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 1.8m $38.2m | Reduced -123.0k |
| M&T Bank Corp 0.11% of their portfolio | 1.7m $36.6m | Added +119.3k |
| CITIGROUP INC 0.02% of their portfolio | 1.7m $36.2m | Reduced -261.0k |
| APG Asset Management US Inc. 0.25% of their portfolio | 1.7m $36.0m | Unchanged |
| Allianz Asset Management GmbH 0.04% of their portfolio | 1.6m $35.1m | Added +288.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 1.6m $35.0m | Added +1.6m |
| Advisors Capital Management, LLC 0.36% of their portfolio | 1.6m $33.7m | Added +75.7k |
| Nuveen, LLC 0.01% of their portfolio | 1.6m $33.7m | Reduced -180.3k |
| GW&K Investment Management, LLC 0.25% of their portfolio | 1.5m $31.5m | Reduced -87.8k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 1.5m $31.4m | Added +732.7k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 1.5m $31.4m | Reduced -653.3k |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.43% of their portfolio | 1.4m $31.0m | Reduced -1.1m |
| SG Americas Securities, LLC 0.02% of their portfolio | 1.4m $30.9m | Added +304.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 1.4m $30.7m | Reduced -187.1k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 1.4m $30.5m | Reduced -36.8k |
| Swiss National Bank 0.02% of their portfolio | 1.4m $29.9m | Reduced -642.9k |
| CANADA LIFE ASSURANCE Co 0.05% of their portfolio | 1.4m $29.5m | Reduced -57.6k |
| UBS Group AG 0.00% of their portfolio | 1.3m $27.9m | Reduced -2.3m |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% of their portfolio | 1.3m $27.4m | Reduced -116.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.3m $27.0m | Reduced -102.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 1.2m $25.8m | Reduced -1.2m |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.2m $25.1m | Reduced -192.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 1.2m $24.9m | Added +17.5k |
| NOMURA ASSET MANAGEMENT CO LTD 0.05% of their portfolio | 1.1m $24.4m | Reduced -168.0k |
| HRT FINANCIAL LP 0.06% of their portfolio | 1.1m $24.0m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% of their portfolio | 1.1m $23.7m | Reduced -424.5k |
| NEUBERGER BERMAN GROUP LLC 0.02% of their portfolio | 1.1m $23.7m | Added +679.9k |
| Aberdeen Group plc 0.03% of their portfolio | 1.1m $22.8m | Reduced -136.0k |
| Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio | 1.1m $22.7m | Added +648.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 1.1m $22.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.1m $17.3m | Added +581 |
| Asset Management One Co., Ltd. 0.06% of their portfolio | 1.0m $22.5m | Reduced -293.9k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 1.0m $21.8m | Reduced -26.5k |
| Adelante Capital Management LLC 1.42% of their portfolio | 1.0m $21.6m | New |
| SEI INVESTMENTS CO 0.02% of their portfolio | 1.0m $21.5m | Reduced -98.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.0m $21.5m | Reduced -2.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.0m $20.7m | Reduced -133.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.06% of their portfolio | 991.4k $21.2m | Reduced -9.7k |
| ZACKS INVESTMENT MANAGEMENT 0.15% of their portfolio | 978.2k $20.9m | Reduced -3.4k |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 975.9k $20.9m | Reduced -4.6m |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.21% of their portfolio | 936.4k $20.0m | Reduced -114.4k |
| Quantinno Capital Management LP 0.02% of their portfolio | 919.8k $19.7m | Added +114.3k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 911.8k $19.5m | Added +848.4k |
| TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio | 850.4k $18.2m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 846.0k $18.1m | Added +32.4k |
| Squarepoint Ops LLC 0.03% of their portfolio | 824.9k $17.7m | Added +103.4k |
| Heitman Real Estate Securities LLC 1.12% of their portfolio | 815.8k $17.5m | Reduced -794.9k |
| Foresight Group Ltd Liability Partnership 3.15% of their portfolio | 808.5k $17.5m | Added +4.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 808.4k $17.3m | Reduced -11.3k |
| Vontobel Holding Ltd. 0.06% of their portfolio | 804.1k $17.2m | Added +779.5k |
| BARCLAYS PLC 0.01% of their portfolio | 769.4k $16.5m | Reduced -1.8m |
| Conversant Capital LLC 1.88% of their portfolio | 750.0k $16.1m | New |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.08% of their portfolio | 727.1k $15.6m | Added +238.0k |
| Baird Financial Group, Inc. 0.02% of their portfolio | 709.9k $15.2m | Added +103.3k |
| Swedbank AB 0.01% of their portfolio | 692.7k $14.8m | Reduced -156.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 692.5k $14.8m | Added +32.9k |
| FIFTH THIRD BANCORP 0.02% of their portfolio | 675.0k $14.4m | Reduced -46.7k |