HEALTHPEAK PROPERTIES INC (DOC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
Institutions report 658,000,364 shares against 689,527,260 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 70,935,046 | 0.02% | 8q | -3.3%-$51.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2B | 58,375,816 | 0.06% | 2q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $963.3M | 45,014,755 | 0.02% | 2q | HELD |
| STATE STREET CORP | $941.8M | 44,007,417 | 0.03% | 27q | -9.3%-$96.2M |
| JPMORGAN CHASE & CO | $661.0M | 30,192,317 | 0.04% | 27q | -32.5%-$318.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | $623.2M | 29,119,832 | 1.70% | 10q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $526.9M | 24,653,617 | 0.03% | 27q | +1.0%+$5.4M |
| Invesco Ltd. | $396.1M | 18,507,997 | 0.03% | 27q | -23.4%-$121.1M |
| PRINCIPAL FINANCIAL GROUP INC | $358.7M | 16,760,575 | 0.18% | 27q | -10.7%-$42.9M |
| Bank of New York Mellon Corp | $326.0M | 15,234,655 | 0.05% | 27q | -1.4%-$4.7M |
| MORGAN STANLEY | $303.6M | 14,189,218 | 0.02% | 27q | +15.3%+$40.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $255.5M | 11,940,893 | 0.03% | 27q | +4.2%+$10.3M |
| Sixth Street Partners Management Company, L.P. | $255.5M | 11,940,893 | 0.03% | new | NEW |
| GOLDMAN SACHS GROUP INC | $246.8M | 11,530,531 | 0.02% | 27q | +59.2%+$91.7M |
| BANK OF AMERICA CORP /DE/ | $234.6M | 10,962,604 | 0.02% | 27q | -7.8%-$19.8M |
| DIMENSIONAL FUND ADVISORS LP | $229.6M | 10,728,418 | 0.04% | 27q | +1.4%+$3.1M |
| FMR LLC | $225.0M | 10,515,612 | 0.01% | 27q | +13.5%+$26.8M |
| Cullen Capital Management, LLC | $209.0M | 9,768,642 | 2.06% | 28q | -11.1%-$26.2M |
| NORGES BANK | $201.5M | 9,414,320 | 0.02% | 25q | -1.4%-$2.9M |
| EQUITY INVESTMENT CORP | $160.2M | 7,487,967 | 3.06% | 5q | -2.3%-$3.8M |
| NORTHERN TRUST CORP | $152.7M | 7,137,198 | 0.02% | 27q | -16.7%-$30.7M |
| CITADEL ADVISORS LLC | $136.5M | 5,730,593 | 0.02% | 27q | +2842.7%+$131.8M |
| DEUTSCHE BANK AG\ | $134.5M | 6,284,908 | 0.04% | 27q | -10.0%-$15.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $133.1M | 6,217,474 | 0.02% | 27q | +20832.8%+$132.4M |
| LPL Financial LLC | $120.5M | 5,632,580 | 0.03% | 27q | +4.3%+$5.0M |
| Legal & General Group Plc | $116.2M | 5,428,632 | 0.02% | 27q | -18.1%-$25.6M |
| FRANKLIN RESOURCES INC | $99.2M | 4,635,707 | 0.02% | 27q | +2.8%+$2.7M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $98.1M | 4,230,551 | 0.03% | 2q | +214.0%+$66.8M |
| AMERICAN CENTURY COMPANIES INC | $93.0M | 4,347,032 | 0.04% | 27q | -24.7%-$30.6M |
| JANE STREET GROUP, LLC | $92.5M | 4,173,939 | 0.01% | 26q | +18829.4%+$92.0M |
| Russell Investments Group, Ltd. | $91.4M | 4,271,632 | 0.08% | 27q | -3.1%-$3.0M |
| ENVESTNET ASSET MANAGEMENT INC | $85.9M | 4,013,829 | 0.02% | 27q | -5.1%-$4.6M |
| VANGUARD FIDUCIARY TRUST CO | $82.8M | 3,870,506 | 0.02% | 2q | -1.1%-$927.3K |
| HSBC HOLDINGS PLC | $63.3M | 2,952,394 | 0.03% | 27q | -12.8%-$9.2M |
| RUSH ISLAND MANAGEMENT, LP | $63.0M | 2,944,629 | 4.18% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $62.7M | 2,928,521 | 0.02% | 7q | +1.2%+$748.0K |
| Douglas Lane & Associates, LLC | $61.0M | 2,849,136 | 0.83% | 9q | -3.9%-$2.5M |
| TWO SIGMA INVESTMENTS, LP | $56.9M | 2,659,431 | 0.04% | 2q | +449.9%+$46.6M |
| Amundi | $47.4M | 2,215,354 | 0.01% | 21q | -41.5%-$33.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $46.0M | 2,149,893 | 0.17% | 3q | +68961.8%+$45.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $41.7M | 1,908,936 | 0.03% | 27q | -9.6%-$4.4M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $39.6M | 1,848,665 | 0.79% | 10q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $39.3M | 1,837,939 | 0.01% | 7q | +10.2%+$3.6M |
| ROYAL BANK OF CANADA | $38.2M | 1,786,444 | 0.01% | 27q | -6.4%-$2.6M |
| M&T Bank Corp | $36.6M | 1,712,396 | 0.11% | 27q | +7.5%+$2.6M |
| CITIGROUP INC | $36.2M | 1,690,209 | 0.01% | 27q | -13.4%-$5.6M |
| APG Asset Management US Inc. | $36.0M | 1,664,514 | 0.25% | 27q | HELD |
| Allianz Asset Management GmbH | $35.1M | 1,639,312 | 0.03% | 27q | +21.4%+$6.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $35.0M | 1,634,902 | 0.05% | 11q | +3643.7%+$34.1M |
| Advisors Capital Management, LLC | $33.7M | 1,576,297 | 0.36% | 4q | +5.0%+$1.6M |
| Nuveen, LLC | $33.7M | 1,575,689 | 0.01% | 6q | -10.3%-$3.9M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $31.7M | 622,622 | 0.00% | 27q | +553.3%+$26.8M |
| AQR CAPITAL MANAGEMENT LLC | $31.4M | 1,468,813 | 0.01% | 27q | +99.5%+$15.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $31.4M | 1,466,911 | 0.02% | 27q | -30.8%-$14.0M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $31.0M | 1,447,136 | 0.43% | 27q | -43.1%-$23.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $30.7M | 1,436,370 | 0.05% | 3q | -11.5%-$4.0M |
| Vanguard Global Advisers, LLC | $30.5M | 1,424,055 | 0.01% | 2q | -2.5%-$787.9K |
| Swiss National Bank | $29.9M | 1,396,520 | 0.02% | 27q | -31.5%-$13.8M |
| UBS Group AG | $27.9M | 1,302,948 | 0.00% | 27q | -64.0%-$49.5M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $27.4M | 1,281,183 | 0.03% | 27q | -8.4%-$2.5M |
| WELLS FARGO & COMPANY/MN | $27.0M | 1,261,645 | 0.00% | 27q | -53.8%-$31.4M |
| Sumitomo Mitsui Trust Group, Inc. | $25.8M | 1,205,030 | 0.01% | 27q | -49.9%-$25.7M |
| RHUMBLINE ADVISERS | $25.1M | 1,174,330 | 0.02% | 27q | -14.1%-$4.1M |
| California Public Employees Retirement System | $24.9M | 1,161,732 | 0.01% | 27q | +1.5%+$373.7K |
| NOMURA ASSET MANAGEMENT CO LTD | $24.4M | 1,140,985 | 0.05% | 27q | -12.8%-$3.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $23.7M | 1,107,464 | 0.04% | 7q | -27.7%-$9.1M |
| NEUBERGER BERMAN GROUP LLC | $23.7M | 1,106,060 | 0.02% | 27q | +159.5%+$14.5M |
| Aberdeen Group plc | $22.8M | 1,065,085 | 0.03% | 27q | -11.3%-$2.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $22.6M | 1,056,015 | 0.01% | new | NEW |
| Asset Management One Co., Ltd. | $22.5M | 1,049,951 | 0.06% | 27q | -21.9%-$6.3M |
| Adelante Capital Management LLC | $21.6M | 1,009,623 | 1.42% | new | NEW |
| SEI INVESTMENTS CO | $21.5M | 1,005,537 | 0.02% | 27q | -8.9%-$2.1M |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $21.2M | 991,387 | 0.06% | 28q | -1.0%-$207.3K |
| ZACKS INVESTMENT MANAGEMENT | $20.9M | 978,247 | 0.15% | 18q | HELD |
| Alyeska Investment Group, L.P. | $20.9M | 975,864 | 0.05% | 2q | -82.6%-$99.3M |
| AMERIPRISE FINANCIAL INC | $20.7M | 1,001,155 | 0.00% | 27q | -55.9%-$26.3M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $20.0M | 936,405 | 0.21% | 26q | -10.9%-$2.4M |
| EXCHANGE TRADED CONCEPTS, LLC | $19.8M | 927,476 | 0.05% | 8q | +74.6%+$8.5M |
| Quantinno Capital Management LP | $19.7M | 919,836 | 0.02% | 14q | +14.2%+$2.4M |
| MACKENZIE FINANCIAL CORP | $19.5M | 911,818 | 0.02% | 27q | +1337.6%+$18.2M |
| Squarepoint Ops LLC | $18.4M | 824,854 | 0.02% | 23q | +14.3%+$2.3M |
| TUDOR INVESTMENT CORP ET AL | $18.2M | 850,428 | 0.03% | 5q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $18.1M | 845,968 | 0.02% | 11q | +4.0%+$693.4K |
| Foresight Group Ltd Liability Partnership | $17.5M | 808,489 | 3.15% | 11q | +0.6%+$97.5K |
| Heitman Real Estate Securities LLC | $17.5M | 815,779 | 1.12% | 27q | -49.4%-$17.0M |
| ALLIANCEBERNSTEIN L.P. | $17.3M | 1,053,848 | 0.01% | 27q | HELD |
| Vontobel Holding Ltd. | $17.2M | 804,137 | 0.05% | 4q | +3163.9%+$16.7M |
| BARCLAYS PLC | $16.5M | 769,429 | 0.00% | 18q | -70.4%-$39.1M |
| Conversant Capital LLC | $16.1M | 750,000 | 1.88% | new | NEW |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $15.6M | 727,076 | 0.08% | 27q | +48.7%+$5.1M |
| Baird Financial Group, Inc. | $15.2M | 709,918 | 0.02% | 27q | +17.0%+$2.2M |
| Swedbank AB | $14.8M | 692,670 | 0.01% | 21q | -18.4%-$3.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.8M | 692,527 | 0.02% | 27q | +5.0%+$703.7K |
| FIFTH THIRD BANCORP | $14.4M | 674,986 | 0.02% | 27q | -6.5%-$1.0M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $14.2M | 662,019 | 0.01% | 27q | -5.8%-$874.9K |
| Gotham Asset Management, LLC | $14.2M | 661,535 | 0.03% | 19q | +44.9%+$4.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | $14.0M | 654,073 | 0.01% | 2q | +86.7%+$6.5M |
| BANK OF MONTREAL /CAN/ | $13.9M | 647,455 | 0.00% | 27q | +10.3%+$1.3M |
| MILLENNIUM MANAGEMENT LLC | $13.7M | 642,305 | 0.00% | 27q | -80.3%-$56.0M |
| Vanguard Investments Australia, Ltd. | $13.6M | 633,764 | 0.03% | 2q | -19.1%-$3.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13G | STATE STREET CORPORATION | 6.4% |
| 2026-07-22 | 13G/A | JPMORGAN CHASE & CO. | 4.3% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 717 | $14.2B | 658,000,364 | 91 | 215 | 271 | 0.4% |
| Q1 2026 | 713 | $11.1B | 669,461,272 | 71 | 304 | 190 | 0.7% |
| Q4 2025 | 708 | $10.9B | 677,113,024 | 77 | 226 | 264 | 0.4% |
| Q3 2025 | 693 | $12.6B | 657,188,612 | 93 | 256 | 217 | 0.4% |
| Q2 2025 | 669 | $11.1B | 629,955,264 | 71 | 251 | 230 | 0.4% |
| Q1 2025 | 688 | $13.0B | 640,878,973 | 63 | 291 | 183 | 0.1% |
| Q4 2024 | 690 | $12.9B | 627,410,844 | 56 | 239 | 235 | 0.2% |
| Q3 2024 | 660 | $14.5B | 635,527,559 | 95 | 232 | 208 | 0.1% |
| Q2 2024 | 629 | $12.1B | 617,045,840 | 87 | 238 | 198 | 0.1% |
| Q1 2024 | 599 | $12.3B | 656,085,993 | 124 | 288 | 115 | 0.1% |
| Q4 2023 | 535 | $10.3B | 519,760,316 | 65 | 175 | 188 | 0.1% |
| Q3 2023 | 502 | $9.1B | 495,102,558 | 31 | 194 | 168 | 0.3% |
| Q2 2023 | 509 | $10.0B | 492,928,713 | 48 | 174 | 183 | 0.3% |
| Q1 2023 | 488 | $10.6B | 480,880,983 | 51 | 198 | 140 | 0.1% |
| Q4 2022 | 471 | $10.9B | 431,131,895 | 55 | 169 | 135 | 0.1% |
| Q3 2022 | 584 | $11.8B | 512,607,919 | 43 | 226 | 172 | 0.1% |
| Q2 2022 | 610 | $13.3B | 512,313,645 | 65 | 233 | 167 | 0.2% |
| Q1 2022 | 628 | $18.2B | 528,140,428 | 74 | 208 | 215 | 0.4% |
| Q4 2021 | 610 | $18.9B | 522,459,554 | 54 | 194 | 191 | 0.1% |
| Q3 2021 | 576 | $17.2B | 513,302,477 | 33 | 197 | 183 | 0.1% |
| Q2 2021 | 585 | $17.1B | 512,048,760 | 48 | 197 | 185 | 0.2% |
| Q1 2021 | 603 | $16.6B | 521,479,549 | 63 | 205 | 191 | 0.2% |
| Q4 2020 | 592 | $15.9B | 518,902,601 | 50 | 174 | 217 | 0.4% |
| Q3 2020 | 559 | $14.0B | 512,584,479 | 40 | 191 | 209 | 0.3% |
| Q2 2020 | 564 | $13.9B | 506,152,660 | 73 | 179 | 222 | 0.2% |
| Q1 2020 | 574 | $12.2B | 510,711,862 | 74 | 195 | 200 | 0.1% |
| Q4 2019 | 614 | $17.8B | 515,063,009 | 568 | 3 | 4 | 0.2% |
| Q3 2019 | 14 | $215.1M | 6,036,188 | 11 | 0 | 1 | 0.0% |
| Q2 2019 | 3 | $233.1K | 7,089 | 0 | 1 | 0 | 0.0% |
| Q1 2019 | 4 | $230.6K | 7,059 | 1 | 0 | 0 | 0.0% |
| Q4 2018 | 3 | $65.6K | 2,350 | 0 | 0 | 1 | 0.0% |