Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionCustom Index Systems, Llc
Latest Disclosed Ownership29,372 shares
Latest Disclosed Value $ 482,582
Custom Index Systems, Llc reports 2.54% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 1, 2026 - Custom Index Systems, Llc filed a 13F-HR/A form disclosing ownership of 29,372 shares of Healthpeak Properties, Inc. (US:DOC) valued at $482,582 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 28,644 shares of Healthpeak Properties, Inc.. This represents a change in shares of 2.54% during the quarter. The current value of the position is $575,691 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)
2026-05-01 2026-03-31 13F/A-1 HEALTHPEAK PROPERTIES COM 42250P103 29,372 728 2.54 483 4.78 0.2102
2026-04-29 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 29,372 728 483 0.2099
2026-02-12 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 28,644 6,391 28.72 461 7.98 0.2034
2025-10-29 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 22,253 2,421 12.21 426 22.77 0.1266
2025-08-13 2025-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 19,832 3,786 23.59 347 7.10 0.1657
2025-05-14 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 16,046 16,046 324 0.1645
2024-10-24 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 0 -12,218 -100.00 0 -100.00
2024-08-06 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 12,218 -119 -0.96 239 3.46 0.1375
2024-05-14 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 12,337 12,337 231 0.1316
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.