Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership30,137 shares
Latest Disclosed Value $ 495,151
CWM Advisors, LLC reports 47.86% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 30,137 shares of Healthpeak Properties, Inc. (US:DOC) valued at $495,151 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,382 shares of Healthpeak Properties, Inc.. This represents a change in shares of 47.86% during the quarter. The current value of the position is $574,713 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)
2026-05-13 2026-03-31 13F/A-1 HEALTHPEAK PROPERTIES COM 42250P103 30,137 9,755 47.86 495 51.38 0.0993
2026-04-23 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 22,647 2,265 372 0.0306
2026-02-17 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 20,382 4,209 26.02 328 5.83 0.0295
2025-10-15 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 16,173 -2,961 -15.48 310 -7.76 0.0301
2025-07-24 2025-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 19,134 3,720 24.13 335 7.72 0.0365
2025-06-03 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 15,414 2,599 20.28 312 20.08 0.0370
2025-01-17 2024-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 12,815 308 2.46 260 -9.44 0.0291
2024-10-10 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 12,507 -1,098 -8.07 286 7.52 0.0293
2024-08-12 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 13,605 -27,480 -66.89 267 -65.45 0.0307
2024-05-07 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 41,085 18,818 84.51 770 75.00 0.0788
2024-02-12 2023-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 22,267 2,387 12.01 441 20.88 0.0485
2023-10-26 2023-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 19,880 282 1.44 365 -7.38 0.0466
2023-07-31 2023-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 19,598 648 3.42 394 -5.53 0.0477
2023-04-24 2023-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 18,950 3,505 22.69 416 7.49 0.0530
2023-01-26 2022-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 15,445 1,305 9.23 387 19.44 0.0498
2022-11-07 2022-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 14,140 934 7.07 324 -5.26 0.0458
2022-08-10 2022-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 13,206 13,206 342 0.0454
2021-11-09 2021-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 0 -14,334 -100.00 0 -100.00
2021-08-10 2021-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 14,334 586 4.26 477 9.40 0.0628
2021-04-30 2021-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 13,748 232 1.72 436 6.60 0.0669
2021-02-12 2020-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 13,516 61 0.45 409 12.05 0.0905
2020-11-16 2020-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 13,455 -1,007 -6.96 365 -8.52 0.1004
2020-08-12 2020-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 14,462 -1,028 -6.64 399 8.13 0.1378
2020-05-08 2020-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 15,490 -2,911 -15.82 369 -41.80 0.1474
2020-01-24 2019-12-31 13F HEALTHPEAK PPTYS COM 42250P103 18,401 18,401 634 0.2273
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.