Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionDavis Selected Advisers
Latest Disclosed Ownership645,206 shares
Latest Disclosed Value $ 10,600,735
Davis Selected Advisers reports 48.00% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 645,206 shares of Healthpeak Properties, Inc. (US:DOC) valued at $10,600,735 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 435,936 shares of Healthpeak Properties, Inc.. This represents a change in shares of 48.00% during the quarter. The current value of the position is $12,646,038 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)
2026-05-07 2026-03-31 13F Healthpeak Properties Common Stock 42250P103 645,206 209,270 48.00 10,601 51.23 0.0487
2026-02-02 2025-12-31 13F Healthpeak Properties Common Stock 42250P103 435,936 -10,930 -2.45 7,010 -18.09 0.0315
2025-12-29 2025-09-30 13F/A-1 Healthpeak Properties Common Stock 42250P103 446,866 57,680 14.82 8,557 25.58 0.0447
2025-11-12 2025-09-30 13F Healthpeak Properties Common Stock 42250P103 446,866 57,680 8,557 0.0447
2025-08-08 2025-06-30 13F Healthpeak Properties Common 42250P103 389,186 142,380 57.69 6,815 36.55 0.0364
2025-05-12 2025-03-31 13F Healthpeak Properties Common 42250P103 246,806 -1,560 -0.63 4,990 -0.87 0.0288
2025-02-07 2024-12-31 13F Healthpeak Properties Common 42250P103 248,366 -1,800 -0.72 5,034 -12.01 0.0293
2024-11-08 2024-09-30 13F Healthpeak Properties Common 42250P103 250,166 -5,310 -2.08 5,721 0.0321
2024-08-07 2024-06-30 13F Healthpeak Properties Common 42250P103 255,476 -270 -0.11 0 -100.00
2024-05-14 2024-03-31 13F/A-1 Healthpeak Properties Common 42250P103 255,746 -26,250 -9.31 4,795 -14.11 0.0269
2024-05-13 2024-03-31 13F Healthpeak Properties Common 42250P103 255,746 -26,250 4,795 0.0269
2024-02-12 2023-12-31 13F Healthpeak Properties Common 42250P103 281,996 -98,520 -25.89 5,584 -20.08 0.0315
2023-11-09 2023-09-30 13F Healthpeak Properties Common 42250P103 380,516 179,740 89.52 6,986 73.14 0.0438
2023-08-09 2023-06-30 13F Healthpeak Properties Common 42250P103 200,776 0 0.00 4,036 -8.52 0.0246
2023-05-08 2023-03-31 13F Healthpeak Properties Common 42250P103 200,776 36,280 22.06 4,411 6.99 0.0292
2023-02-10 2022-12-31 13F Healthpeak Properties Common 42250P103 164,496 -162,040 -49.62 4,124 -44.91 0.0280
2022-11-10 2022-09-30 13F Healthpeak Properties Common 42250P103 326,536 0 0.00 7,484 -11.55 0.0532
2022-08-11 2022-06-30 13F Healthpeak Properties Common 42250P103 326,536 10,950 3.47 8,461 -21.90 0.0543
2022-05-12 2022-03-31 13F Healthpeak Properties Common 42250P103 315,586 4,030 1.29 10,834 -3.65 0.0547
2022-02-11 2021-12-31 13F Healthpeak Properties Common 42250P103 311,556 0 0.00 11,244 7.79 0.0522
2021-11-12 2021-09-30 13F Healthpeak Properties Common 42250P103 311,556 0 0.00 10,431 0.57 0.0482
2021-08-13 2021-06-30 13F Healthpeak Properties Common 42250P103 311,556 -84,040 -21.24 10,372 -17.39 0.0426
2021-05-13 2021-03-31 13F Healthpeak Properties Common 42250P103 395,596 -1,080 -0.27 12,556 4.70 0.0549
2021-02-12 2020-12-31 13F Healthpeak Properties Common 42250P103 396,676 70 0.02 11,992 11.37 0.0577
2020-11-12 2020-09-30 13F Healthpeak Properties Common 42250P103 396,606 8,800 2.27 10,768 0.75 0.0599
2020-08-12 2020-06-30 13F Healthpeak Properties Common 42250P103 387,806 38,650 11.07 10,688 28.35 0.0618
2020-05-15 2020-03-31 13F Healthpeak Properties Common 42250P103 349,156 9,580 2.82 8,327 -28.86 0.0564
2020-02-13 2019-12-31 13F Healthpeak Properties Common 42250P103 339,576 339,576 11,705 0.0560
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.