Healthpeak Properties, Inc.
US ˙ NYSE ˙ US42250P1030
DIESES SYMBOL IST NICHT MEHR AKTIV

SecurityPEAK / Healthpeak Properties, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership408,305 shares
Latest Disclosed Value $ 6,708,445
Creative Planning reports 182.38% increase in ownership of PEAK / Healthpeak Properties, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 408,305 shares of Healthpeak Properties, Inc. (US:PEAK) valued at $6,708,445 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 144,595 shares of Healthpeak Properties, Inc.. This represents a change in shares of 182.38% during the quarter. The current value of the position is $6,982,016 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)
2026-05-12 2026-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 408,305 263,710 182.38 6,708 188.52 0.0046
2026-02-17 2025-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 144,595 -58,779 -28.90 2,325 -40.29 0.0017
2025-11-14 2025-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 203,374 46,252 29.44 3,895 41.55 0.0030
2025-08-08 2025-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 157,122 -24,615 -13.54 2,751 -25.12 0.0023
2025-05-15 2025-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 181,737 -2,045 -1.11 3,675 -1.37 0.0035
2025-02-14 2024-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 183,782 -8,155 -4.25 3,725 -15.13 0.0036
2024-10-11 2024-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 191,937 27,089 16.43 4,390 35.84 0.0043
2024-08-15 2024-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 164,848 34,062 26.04 3,231 31.77 0.0034
2024-05-13 2024-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 130,786 35,230 36.87 2,452 29.60 0.0027
2024-02-14 2023-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 95,556 32,904 52.52 1,892 64.52 0.0035
2023-11-16 2023-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 62,652 3,602 6.10 1,150 -3.04 0.0015
2023-07-21 2023-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 59,050 16,074 37.40 1,187 25.64 0.0016
2023-05-15 2023-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 42,976 -4,044 -8.60 944 -19.86 0.0014
2023-02-10 2022-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 47,020 -1,795 -3.68 1,179 5.27 0.0018
2022-11-03 2022-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 48,815 1,614 3.42 1,119 -8.50 0.0019
2022-08-15 2022-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 47,201 -28 -0.06 1,223 -24.55 0.0020
2022-05-16 2022-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 47,229 -3,231 -6.40 1,621 -10.98 0.0025
2022-02-11 2021-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 50,460 1,383 2.82 1,821 10.83 0.0029
2021-11-10 2021-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 49,077 3,990 8.85 1,643 9.46 0.0029
2021-08-04 2021-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 45,087 4,727 11.71 1,501 17.17 0.0027
2021-04-30 2021-03-31 13F CreativePlanning COM 42250P103 40,360 -2,419 -5.65 1,281 -0.93 0.0026
2021-01-29 2020-12-31 13F HEALTHPEAK PROPERTIES COM 42250P103 42,779 -2,361 -5.23 1,293 5.46 0.0028
2020-11-05 2020-09-30 13F HEALTHPEAK PROPERTIES COM 42250P103 45,140 -760 -1.66 1,226 -3.08 0.0032
2020-07-23 2020-06-30 13F HEALTHPEAK PROPERTIES COM 42250P103 45,900 2,211 5.06 1,265 21.40 0.0037
2020-05-05 2020-03-31 13F HEALTHPEAK PROPERTIES COM 42250P103 43,689 -1,926 -4.22 1,042 -33.72 0.0037
2020-01-30 2019-12-31 13F HEALTHPEAK PPTYS COM 42250P103 45,615 45,615 1,572 0.0047
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.