Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership120,359 shares
Latest Disclosed Value $ 1,977,678
Advisor Group Holdings, Inc. reports 60.21% decrease in ownership of DOC / Healthpeak Properties, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 120,359 shares of Healthpeak Properties, Inc. (US:DOC) valued at $1,977,498 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 302,459 shares of Healthpeak Properties, Inc.. This represents a change in shares of -60.21% during the quarter. The current value of the position is $2,295,246 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 120,359 -182,100 -60.21 1,978 -59.35 0.0017
2026-02-17 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 302,459 -24,563 -7.51 4,864 -21.41 0.0071
2025-11-14 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 327,022 32,223 10.93 6,188 19.81 0.0087
2025-09-04 2025-06-30 13F/A-1 EALTHPEAK PROPERTIES COM 42250P103 294,799 177,958 152.31 5,166 118.67 0.0092
2025-08-13 2025-06-30 13F EALTHPEAK PROPERTIES COM 42250P103 69,740 -47,101 1,339 0.0015
2025-05-12 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 116,841 38,381 48.92 2,363 48.55 0.0053
2025-06-06 2024-12-31 13F/A-1 HEALTHPEAK PROPERTIES COM 42250P103 78,460 6,745 9.41 1,591 -3.05 0.0036
2025-02-07 2024-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 69,132 -2,583 1,484 0.0038
2024-11-13 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 71,715 -2,459 -3.32 1,641 12.79 0.0037
2024-08-13 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 74,174 642 0.87 1,454 5.44 0.0034
2024-05-10 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 73,532 -9,606 -11.55 1,379 -16.27 0.0031
2024-02-12 2023-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 83,138 -58,221 -41.19 1,648 -36.56 0.0029
2023-11-13 2023-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 141,359 25,994 22.53 2,597 11.85 0.0038
2023-08-21 2023-06-30 13F/A-1 HEALTHPEAK PROPERTIES COM 42250P103 115,365 -17,698 -13.30 2,321 -20.62 0.0042
2023-08-10 2023-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 115,671 -17,392 2,321 0.0006
2023-05-12 2023-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 133,063 -1,024 -0.76 2,924 -13.08 0.0055
2023-02-10 2022-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 134,087 3,195 2.44 3,365 12.06 0.0068
2022-11-14 2022-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 130,892 11,490 9.62 3,002 -3.10 0.0069
2022-08-10 2022-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 119,402 11,230 10.38 3,098 -20.95 0.0068
2022-05-04 2022-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 108,172 25,284 30.50 3,919 30.94 0.0076
2022-02-03 2021-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 82,888 1,548 1.90 2,993 9.75 0.0057
2021-11-05 2021-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 81,340 -5,041 -5.84 2,727 -5.21 0.0057
2021-08-02 2021-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 86,381 1,004 1.18 2,877 5.93 0.0062
2021-05-13 2021-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 85,377 -10,436 -10.89 2,716 -6.31 0.0065
2021-02-10 2020-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 95,813 -1,318 -1.36 2,899 9.77 0.0077
2020-11-12 2020-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 97,131 -16,588 -14.59 2,641 -15.73 0.0079
2020-08-14 2020-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 113,719 -41,519 -26.75 3,134 -5.23 0.0105
2020-05-18 2020-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 155,238 155,238 3,307 0.0135
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.