Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030

SecurityDOC / Healthpeak Properties, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership5,398,936 shares
Latest Disclosed Value $ 88,704,516
LPL Financial LLC reports 9.29% increase in ownership of DOC / Healthpeak Properties, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 5,398,936 shares of Healthpeak Properties, Inc. (US:DOC) valued at $88,704,518 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,940,167 shares of Healthpeak Properties, Inc.. This represents a change in shares of 9.29% during the quarter. The current value of the position is $105,819,146 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)
2026-05-06 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 5,398,936 458,769 9.29 88,705 11.67 0.0236
2026-02-11 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 4,940,167 154,224 3.22 79,438 -13.33 0.0217
2025-11-12 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 4,785,943 492,602 11.47 91,651 21.91 0.0267
2025-08-12 2025-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 4,293,341 260,562 6.46 75,176 -7.81 0.0251
2025-05-07 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 4,032,779 404,372 11.14 81,543 10.87 0.0317
2025-02-11 2024-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 3,628,407 525,844 16.95 73,548 3.65 0.0299
2024-11-08 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 3,102,563 298,320 10.64 70,956 29.10 0.0316
2024-08-07 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 2,804,243 1,898,720 209.68 54,963 223.73 0.0274
2024-05-10 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 905,523 814,930 899.55 16,979 846.90 0.0091
2024-02-14 2023-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 90,593 -90,907 -50.09 1,794 -46.19 0.0011
2023-11-13 2023-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 181,500 6,153 3.51 3,332 -5.45 0.0023
2023-07-31 2023-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 175,347 -7,639 -4.17 3,524 -12.34 0.0025
2023-05-10 2023-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 182,986 94,088 105.84 4,020 80.43 0.0031
2023-02-07 2022-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 88,898 -498 -0.56 2,229 8.74 0.0019
2022-11-14 2022-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 89,396 -8,287 -8.48 2,049 -19.04 0.0020
2022-08-12 2022-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 97,683 3,983 4.25 2,531 -21.32 0.0024
2022-05-16 2022-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 93,700 6,672 7.67 3,217 2.42 0.0028
2022-02-14 2021-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 87,028 4,902 5.97 3,141 14.22 0.0026
2021-11-15 2021-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 82,126 5,814 7.62 2,750 8.27 0.0026
2021-08-13 2021-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 76,312 490 0.65 2,540 5.53 0.0026
2021-05-14 2021-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 75,822 -4,962 -6.14 2,407 -1.43 0.0028
2021-02-12 2020-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 80,784 6,125 8.20 2,442 20.47 0.0032
2020-11-09 2020-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 74,659 -11,954 -13.80 2,027 -15.08 0.0032
2020-08-13 2020-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 86,613 -17,540 -16.84 2,387 -3.90 0.0042
2020-05-14 2020-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 104,153 -3,796 -3.52 2,484 -33.24 0.0054
2020-02-14 2019-12-31 13F HEALTHPEAK PPTYS COM 42250P103 107,949 107,949 3,721 0.0068
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.