Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionAvion Wealth
Latest Disclosed Ownership660 shares
Latest Disclosed Value $ 10
Avion Wealth reports 981.97% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 1, 2026 - Avion Wealth filed a 13F-HR form disclosing ownership of 660 shares of Healthpeak Properties, Inc. (US:DOC) valued at $10,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 61 shares of Healthpeak Properties, Inc.. The current value of the position is $12,586 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.

Upgrade to unlock premium data and export to Excel .

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 HEALTHPEAK PROPERTIES COM 42250P103 660 599 981.97 0 0.0021
2026-01-23 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 61 -53 -46.49 0 0.0000
2025-10-24 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 114 24 26.67 0 0.0004
2025-07-31 2025-06-30 13F/A-1 HEALTHPEAK PROPERTIES COM 42250P103 90 7 8.43 0 0.0002
2025-05-09 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 83 0 0.00 0 0.0003
2025-01-29 2024-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 83 25 43.10 0 0.0003
2024-10-18 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 58 0 0.00 0 0.0003
2024-07-26 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 58 27 87.10 0 0.0003
2024-05-03 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 31 -31 -50.00 0 0.0003
2024-01-26 2023-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 62 -13 -17.33 0 0.0003
2023-10-20 2023-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 75 50 200.00 0 0.0003
2023-07-14 2023-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 25 25 0 0.0000
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.