Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership606,610 shares
Latest Disclosed Value $ 9,966,603
Baird Financial Group, Inc. reports 24.28% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 606,610 shares of Healthpeak Properties, Inc. (US:DOC) valued at $9,966,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 488,094 shares of Healthpeak Properties, Inc.. This represents a change in shares of 24.28% during the quarter. The current value of the position is $11,889,556 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)
2026-05-14 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 606,610 118,516 24.28 9,967 26.99 0.0084
2026-02-13 2025-12-31 13F HEALTHPEAK PROPERTIES INC COM COMMON 42250P103 488,094 67,056 15.93 7,849 -2.65 0.0122
2025-11-13 2025-09-30 13F HEALTHPEAK PPTYS COMMON 42250P103 421,038 18,572 4.61 8,063 14.40 0.0130
2025-08-13 2025-06-30 13F HEALTHPEAK PROPERTIES INC COM COMMON 42250P103 402,466 111,807 38.47 7,047 19.91 0.0124
2025-05-15 2025-03-31 13F HEALTHPEAK PROPERTIES INC COM COMMON 42250P103 290,659 165,535 132.30 5,877 131.74 0.0113
2025-02-14 2024-12-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 125,124 97,341 350.36 2,536 299.37 0.0049
2024-11-14 2024-09-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 27,783 -1,881 -6.34 635 9.29 0.0012
2024-08-14 2024-06-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 29,664 -2,544 -7.90 581 -3.65 0.0012
2024-05-14 2024-03-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 32,208 13,305 70.39 604 61.23 0.0013
2024-02-14 2023-12-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 18,903 -68,847 -78.46 374 -76.78 0.0009
2023-11-13 2023-09-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 87,750 1,015 1.17 1,611 -7.57 0.0044
2023-08-11 2023-06-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 86,735 6,683 8.35 1,743 -0.85 0.0046
2023-05-15 2023-03-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 80,052 2,842 3.68 1,759 175,700.00 0.0043
2023-02-13 2022-12-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 77,210 -17,410 -18.40 2 -99.95 0.0051
2022-11-15 2022-09-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 94,620 6,765 7.70 2,169 -4.70 0.0064
2022-08-08 2022-06-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 87,855 8,928 11.31 2,276 -16.01 0.0063
2022-05-13 2022-03-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 78,927 1,347 1.74 2,710 -3.21 0.0067
2022-02-09 2021-12-31 13F HEALTHPEAK PROPERTIES INC COM COMMON 42250P103 77,580 4,060 5.52 2,800 13.77 0.0065
2021-11-12 2021-09-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 73,520 3,370 4.80 2,461 5.40 0.0063
2021-08-11 2021-06-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 70,150 8,257 13.34 2,335 18.89 0.0061
2021-05-13 2021-03-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 61,893 8,627 16.20 1,964 21.99 0.0055
2021-02-11 2020-12-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 53,266 -25,211 -32.13 1,610 -24.45 0.0048
2020-11-12 2020-09-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 78,477 -21,496 -21.50 2,131 -22.65 0.0073
2020-10-22 2020-06-30 13F/A-1 HEALTHPEAK PPTYS INC COM COMMON 42250P103 99,973 10,901 12.24 2,755 29.71 0.0104
2020-08-14 2020-06-30 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 100,298 11,226 3,316 6,571.5586
2020-05-14 2020-03-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 89,072 -1,297 -1.44 2,124 -31.81 0.0097
2020-02-14 2019-12-31 13F HEALTHPEAK PPTYS INC COM COMMON 42250P103 90,369 90,369 3,115 0.0112
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.