DaveManuel.com · Institutional Ownership · Who Owns It
HEALTHPEAK PROPERTIES INC (DOC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
773
Reporting holders
$14.2B
Reported value
95.9%
Of shares outstanding
0.3%
Calls
0.1%
Puts
+6
Holder change
Institutions report 661,188,611 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 incl. $13.8M options CALL+PUT | 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 incl. $3.1M options CALL+PUT | 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 |
| PGGM Investments | $53.2M | 2,484,558 | 1.31% | 26q | -53.8%-$62.0M |
| 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 | HELD |
| 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 incl. $18.4M options CALL+PUT | 622,622 | 0.00% | 27q | +553.3%+$26.8M |
| GW&K Investment Management, LLC | $31.5M | 1,474,255 | 0.25% | 10q | -5.6%-$1.9M |
| 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 |
| SG Americas Securities, LLC | $30.9M | 1,444,028 | 0.02% | 6q | +26.7%+$6.5M |
| 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 |
| CANADA LIFE ASSURANCE Co | $29.5M | 1,379,910 | 0.05% | 27q | -4.0%-$1.2M |
| 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 | -7.5%-$2.2M |
| 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 |
| HRT FINANCIAL LP | $24.0M | 1,120,263 | 0.04% | new | NEW |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $22.7M | 1,058,818 | 0.03% | 27q | +158.1%+$13.9M |
| 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 |
| Janney Montgomery Scott LLC | $21.8M | 1,017,422 | 0.04% | 27q | -2.5%-$567.1K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $21.5M | 1,003,467 | 0.00% | 27q | HELD |
| 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 | -11.8%-$2.8M |
| OPPENHEIMER ASSET MANAGEMENT INC. | $20.0M | 936,405 | 0.21% | 26q | -10.9%-$2.4M |
| 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 incl. $781.1K options CALL | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17.3M | 808,354 | 0.02% | 27q | -1.4%-$242.2K |
| 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 |
Showing the largest 100 of 773 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-12 | Bohn Scott R | CDO and Head of Lab | Sold | 10,989 | $213.7K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 249 | $407.8M | 20,510,816 | 30 | 90 | 57 | 0.0% |
| Q2 2026 | 773 | $14.2B | 661,188,611 | 93 | 222 | 304 | 0.4% |
| Q1 2026 | 767 | $11.3B | 683,230,165 | 73 | 327 | 207 | 0.7% |
| Q4 2025 | 777 | $11.3B | 697,929,134 | 82 | 244 | 288 | 0.3% |
| Q3 2025 | 759 | $13.1B | 679,570,269 | 97 | 279 | 238 | 0.4% |
| Q2 2025 | 742 | $11.5B | 654,356,323 | 76 | 278 | 256 | 0.4% |
| Q1 2025 | 764 | $13.5B | 666,437,122 | 69 | 328 | 208 | 0.1% |
| Q4 2024 | 769 | $13.4B | 652,242,088 | 64 | 267 | 264 | 0.1% |
| Q3 2024 | 739 | $15.2B | 663,806,588 | 104 | 261 | 238 | 0.1% |
| Q2 2024 | 713 | $12.9B | 660,048,382 | 100 | 266 | 225 | 0.1% |
| Q1 2024 | 686 | $12.9B | 689,261,080 | 140 | 337 | 133 | 0.1% |
| Q4 2023 | 715 | $13.6B | 755,594,950 | 119 | 309 | 335 | 0.1% |
| Q3 2023 | 702 | $12.2B | 738,917,408 | 64 | 340 | 332 | 0.3% |
| Q2 2023 | 715 | $13.6B | 743,628,060 | 87 | 366 | 308 | 0.3% |
| Q1 2023 | 704 | $14.7B | 741,872,666 | 96 | 391 | 255 | 0.1% |
| Q4 2022 | 720 | $16.1B | 736,482,901 | 115 | 336 | 321 | 0.1% |
| Q3 2022 | 673 | $31.5B | 1,590,879,944 | 72 | 349 | 272 | 0.0% |
| Q2 2022 | 705 | $44.3B | 1,993,491,021 | 106 | 343 | 263 | 0.1% |
| Q1 2022 | 724 | $37.9B | 1,269,922,048 | 101 | 324 | 320 | 0.3% |
| Q4 2021 | 714 | $43.3B | 1,403,927,327 | 93 | 323 | 289 | 0.1% |
| Q3 2021 | 671 | $38.0B | 1,340,526,651 | 62 | 318 | 267 | 0.1% |
| Q2 2021 | 686 | $31.4B | 1,135,203,431 | 78 | 332 | 281 | 0.1% |
| Q1 2021 | 704 | $38.2B | 1,392,866,179 | 98 | 332 | 298 | 0.1% |
| Q4 2020 | 693 | $37.2B | 1,415,865,177 | 90 | 276 | 329 | 0.2% |
| Q3 2020 | 651 | $54.1B | 2,198,135,568 | 74 | 309 | 303 | 0.1% |
| Q2 2020 | 653 | $57.4B | 2,299,235,401 | 132 | 292 | 317 | 0.1% |
| Q1 2020 | 665 | $69.3B | 3,283,401,899 | 134 | 306 | 296 | 0.0% |
| Q4 2019 | 689 | $93.2B | 3,029,843,768 | 594 | 101 | 89 | 0.0% |
| Q3 2019 | 281 | $15.9B | 887,007,780 | 40 | 86 | 92 | 0.0% |
| Q2 2019 | 268 | $16.0B | 915,481,270 | 26 | 99 | 87 | 0.0% |
| Q1 2019 | 281 | $17.3B | 919,975,553 | 40 | 106 | 82 | 0.0% |
| Q4 2018 | 269 | $17.7B | 1,100,791,288 | 5 | 5 | 4 | 0.0% |