Filing Research | DOC - HEALTHPEAK PROPERTIES INC Institutional Holdings

Snapshot holdings

50 / 184 loaded

#		Instrument	quantity
1	Douglas Lane & Associates, LLC	Shares	2.8MSH	$61.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	727.1KSH	$15.6M
3	Swedbank AB	Shares	692.7KSH	$14.8M
4	DAVENPORT & Co LLC	Shares	606.8KSH	$13.0M
5	Foster Victor Wealth Advisors, LLC	Shares	547.5KSH	$11.9M
6	Robeco Institutional Asset Management B.V.	Shares	550.3KSH	$11.8M
7	OLD NATIONAL BANCORP /IN/	Shares	470.8KSH	$10.1M
8	EXCHANGE TRADED CONCEPTS, LLC	Shares	463.7KSH	$9.9M
9	Northside Capital Management, LLC	Shares	453.3KSH	$9.7M
10	Vert Asset Management LLC	Shares	354.9KSH	$7.6M
11	Police & Firemen's Retirement System of New Jersey	Shares	312.7KSH	$6.7M
12	INTACT INVESTMENT MANAGEMENT INC.	Shares	292.1KSH	$6.3M
13	Alpha Omega Wealth Management LLC	Shares	259.1KSH	$5.5M
14	Morningstar Investment Management LLC	Shares	310.1KSH	$5.1M
15	D.A. DAVIDSON & CO.	Shares	232.9KSH	$5.0M
16	Capricorn Fund Managers Ltd	Shares	228.2KSH	$4.9M
17	MARATHON CAPITAL MANAGEMENT	Shares	208.7KSH	$4.5M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	196.4KSH	$4.3M
19	Czech National Bank	Shares	196.2KSH	$4.2M
20	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	188.0KSH	$4.0M
21	WOLFF WIESE MAGANA LLC	Shares	174.7KSH	$3.7M
22	Y-Intercept (Hong Kong) Ltd	Shares	171.6KSH	$3.7M
23	MERIDIAN INVESTMENT COUNSEL INC.	Shares	158.6KSH	$3.4M
24	Mirae Asset Global Investments Co., Ltd.	Shares	156.1KSH	$3.3M
25	Sequoia Financial Advisors, LLC	Shares	147.8KSH	$3.2M
26	HF Advisory Group, LLC	Shares	130.4KSH	$2.8M
27	INDEPENDENT FINANCIAL GROUP, LLC	Shares	129.1KSH	$2.8M
28	TRUST CO OF TOLEDO NA /OH/	Shares	121.6KSH	$2.6M
29	IFM Investors Pty Ltd	Shares	113.8KSH	$2.4M
30	Old North State Wealth Management, LLC	Shares	106.4KSH	$2.3M
31	Oak Thistle LLC	Shares	105.3KSH	$2.3M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	100.2KSH	$2.1M
33	MFG WEALTH MANAGEMENT, INC.	Shares	98.3KSH	$2.1M
34	Sarasin & Partners LLP	Shares	82.2KSH	$1.8M
35	Merit Financial Group, LLC	Shares	79.5KSH	$1.7M
36	Vanderbilt University	Shares	74.3KSH	$1.6M
37	Mirador Capital Partners LP	Shares	68.4KSH	$1.5M
38	Intrua Financial, LLC	Shares	63.8KSH	$1.4M
39	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	59.3KSH	$1.3M
40	SteelPeak Wealth, LLC	Shares	56.7KSH	$1.2M
41	NEW WAVE WEALTH ADVISORS LLC	Shares	54.1KSH	$1.2M
42	Miller Global Investments, LLC	Shares	53.6KSH	$1.1M
43	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	50.2KSH	$1.1M
44	Kentucky Trust Co	Shares	39.5KSH	$844.3K
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	37.8KSH	$809.7K
46	Louisiana State Employees Retirement System	Shares	35.2KSH	$753.3K
47	MIZUHO SECURITIES USA LLC	Shares	42.0KSH	$690.4K
48	ROMANO BROTHERS AND COMPANY	Shares	31.6KSH	$676.2K
49	Harrington Investments, INC	Shares	31.3KSH	$670.8K
50	Capital Investment Advisory Services, LLC	Shares	31.1KSH	$664.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 201 loaded

#		Instrument
1	Douglas Lane & Associates, LLC trimmed	Shares	-116.0K	+$12.3M	$61.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+238.0K	+$7.5M	$15.6M
3	Police & Firemen's Retirement System of New Jersey added	Shares	+207.3K	+$5.0M	$6.7M
4	Capricorn Fund Managers Ltd new	Shares	+228.2K	+$4.9M	$4.9M
5	Y-Intercept (Hong Kong) Ltd new	Shares	+171.6K	+$3.7M	$3.7M
6	OLD NATIONAL BANCORP /IN/ added	Shares	+53.0K	+$3.2M	$10.1M
7	Foster Victor Wealth Advisors, LLC added	Shares	+18.0K	+$2.9M	$11.9M
8	DAVENPORT & Co LLC trimmed	Shares	-20.9K	+$2.7M	$13.0M
9	INTACT INVESTMENT MANAGEMENT INC. added	Shares	+57.7K	+$2.4M	$6.3M
10	Northside Capital Management, LLC trimmed	Shares	-8.0K	+$2.1M	$9.7M
11	D.A. DAVIDSON & CO. added	Shares	+55.5K	+$2.1M	$5.0M
12	Vert Asset Management LLC added	Shares	+9.5K	+$1.9M	$7.6M
13	Alpha Omega Wealth Management LLC added	Shares	+146	+$1.3M	$5.5M
14	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. new	Shares	+59.3K	+$1.3M	$1.3M
15	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-67.3K	+$1.2M	$9.9M
16	Vanderbilt University added	Shares	+47.4K	+$1.1M	$1.6M
17	Czech National Bank added	Shares	+6.9K	+$1.1M	$4.2M
18	Old North State Wealth Management, LLC added	Shares	+26.2K	+$958.9K	$2.3M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-5.2K	+$921.2K	$4.3M
20	Oak Thistle LLC added	Shares	+23.0K	+$900.9K	$2.3M
21	Swedbank AB trimmed	Shares	-156.5K	+$870.5K	$14.8M
22	NEW WAVE WEALTH ADVISORS LLC added	Shares	+35.1K	+$845.1K	$1.2M
23	HF Advisory Group, LLC added	Shares	+10.9K	+$828.0K	$2.8M
24	WOLFF WIESE MAGANA LLC trimmed	Shares	-2.5K	+$827.7K	$3.7M
25	Sequoia Financial Advisors, LLC added	Shares	+3.9K	+$798.0K	$3.2M
26	MERIDIAN INVESTMENT COUNSEL INC. trimmed	Shares	-1.3K	+$766.4K	$3.4M
27	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-5.4K	+$686.9K	$3.3M
28	TRUST CO OF TOLEDO NA /OH/ trimmed	Shares	-10	+$604.1K	$2.6M
29	MFG WEALTH MANAGEMENT, INC. added	Shares	+3.8K	+$551.3K	$2.1M
30	Sivia Capital Partners, LLC new	Shares	+21.7K	+$464.3K	$464.3K
31	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-37.0K	+$429.8K	$4.5M
32	Merit Financial Group, LLC added	Shares	+1.1K	+$412.2K	$1.7M
33	SteelPeak Wealth, LLC added	Shares	+7.3K	+$402.1K	$1.2M
34	Mirador Capital Partners LP trimmed	Shares	-949	+$324.4K	$1.5M
35	Park Capital Management, LLC / WI new	Shares	+14.5K	+$311.3K	$311.3K
36	Intrua Financial, LLC trimmed	Shares	-2.9K	+$270.0K	$1.4M
37	Miller Global Investments, LLC unchanged	Shares	0	+$266.6K	$1.1M
38	Symmetry Partners, LLC new	Shares	+12.0K	+$255.8K	$255.8K
39	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management new	Shares	+11.4K	+$244.5K	$244.5K
40	ANCHYRA PARTNERS LLC new	Shares	+10.9K	+$232.8K	$232.8K
41	Kentucky Trust Co added	Shares	+26	+$196.5K	$844.3K
42	PFG Investments, LLC added	Shares	+2.3K	+$191.3K	$663.4K
43	Fifth Third Wealth Advisors LLC added	Shares	+3.0K	+$190.8K	$608.1K
44	SIGNATUREFD, LLC added	Shares	+3.7K	+$183.2K	$529.2K
45	Cape Investment Advisory, Inc. new	Shares	+8.1K	+$172.5K	$172.5K
46	Louisiana State Employees Retirement System trimmed	Shares	-200	+$171.7K	$753.3K
47	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-28.7K	+$170.0K	$2.8M
48	Crossmark Global Holdings, Inc. added	Shares	+951	+$163.7K	$637.4K
49	HARTFORD INVESTMENT MANAGEMENT CO trimmed	Shares	-1.5K	+$163.3K	$809.7K
50	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$157.0K	$676.2K

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