HealthPeak (PEAK) Ownership

17.74 ↑0.00 (0.00%)

As of March 1, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of HealthPeak (PEAK), owning a total of 87.6 million shares. Combined, the top 27 institutional holders of PEAK own 73.55% of the company with a total of 402.3 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders decreased their combined ownership of PEAK by 7.3 million shares. 2 institutions bought 2,778,264 total additional shares and increased their ownership by an average of 14.95%. However 4 institutions sold 10,078,535 total shares and decreased their ownership by an average of 19.99%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of HealthPeak decreased by a net total of -7,300,271 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
CenterSquare Investment Management LLC	2.189%	28.741%	11,976,248	2,673,665	2023-12-31
Resolution Capital Limited	2.105%	-1.313%	11,518,312	-153,222	2023-12-31
American Century Companies Inc	1.668%	1.160%	9,125,481	104,599	2023-12-31
NORGES BANK	1.519%	-46.094%	8,312,457	-7,107,950	2023-12-31
Dimensional Fund Advisors, Inc.	1.478%	-1.184%	8,085,640	-96,861	2023-12-31
PGGM Investments	1.137%	0.000%	6,222,255	0	2023-12-31
Cullen Capital Management, LLC	1.088%	-31.371%	5,951,527	-2,720,502	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	16.016%	-0.519%	87,631,676	-456,920	2023-09-30
BlackRock Inc	10.124%	0.740%	55,392,676	407,064	2023-09-30
State Street Corporation	7.219%	-0.056%	39,499,944	-22,100	2023-09-30
Amvescap Plc.	4.411%	5.307%	24,135,247	1,216,192	2023-09-30
JPMorgan Chase & Co	3.011%	5.546%	16,476,078	865,746	2023-09-30
Cohen & Steers Inc	2.786%	-51.861%	15,236,731	-16,414,784	2022-12-31
Geode Capital Management, LLC	2.365%	1.881%	12,941,195	238,915	2023-09-30
CenterSquare Investment Management LLC	2.189%	28.741%	11,976,248	2,673,665	2023-12-31
Resolution Capital Limited	2.105%	-1.313%	11,518,312	-153,222	2023-12-31
Citadel Advisors Llc	1.842%	48.764%	10,075,920	3,302,818	2023-03-31
Northern Trust Corp	1.763%	10.018%	9,644,575	878,185	2023-09-30
Legal & General Group PLC	1.712%	4.654%	9,368,435	416,588	2023-09-30
American Century Companies Inc	1.668%	1.160%	9,125,481	104,599	2023-12-31
Morgan Stanley - Brokerage Accounts	1.592%	1.403%	8,711,771	120,492	2023-09-30
NORGES BANK	1.519%	-46.094%	8,312,457	-7,107,950	2023-12-31
Dimensional Fund Advisors, Inc.	1.478%	-1.184%	8,085,640	-96,861	2023-12-31
Charles Schwab Investment Management Inc	1.328%	26.716%	7,265,252	1,531,751	2023-09-30
Nuveen Asset Management, LLC	1.212%	-7.025%	6,631,735	-501,080	2023-09-30
Bank of New York Mellon Corp	1.149%	2.867%	6,286,645	175,193	2023-09-30
PGGM Investments	1.137%	0.000%	6,222,255	0	2023-12-31
Boston Partners Global Investors, Inc	1.111%	0.117%	6,078,985	7,088	2023-09-30
Cullen Capital Management, LLC	1.088%	-31.371%	5,951,527	-2,720,502	2023-12-31
Long Pond Capital, LP	1.058%	8.748%	5,786,026	465,452	2023-06-30
Deutsche Bank AG	0.973%	5.724%	5,319,883	288,033	2022-12-31
Millennium Management LLC	0.905%	185.589%	4,951,614	3,217,789	2023-06-30
UBS Asset Mgmt Americas Inc	0.903%	1.318%	4,938,472	64,247	2023-09-30
Daiwa Securities Group Inc	0.884%	-47.585%	4,752,743	-4,314,816	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of HealthPeak (PEAK), owning a total of 22.3 million shares. Combined, the top 33 mutual fund holders of PEAK own 39.09% of the company with a total of 213.7 million shares.

In the latest ownership report on February 29th 2024, the top 33 fund holders increased their combined ownership of PEAK by 1.8 million shares. 4 funds bought 1,768,186 total additional shares and increased their ownership by an average of 7.80%. However 1 funds sold 4,324 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding HealthPeak increased by a net total of 1,763,862 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P 500 ETF	1.346%	29.857%	7,363,460	1,693,016	2024-02-29
SPDR® S&P 500 ETF Trust	1.178%	0.699%	6,445,434	44,712	2024-02-29
Invesco S&P 500® Equal Weight ETF	0.908%	0.590%	4,965,894	29,120	2024-02-29
SPDR® Portfolio S&P 500 High Div ETF	0.793%	0.000%	4,336,457	0	2024-02-29
Real Estate Select Sector SPDR®	0.596%	-0.132%	3,260,753	-4,324	2024-02-29
Schwab US REIT ETF™	0.518%	0.047%	2,833,477	1,338	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.072%	0.962%	22,281,028	212,206	2024-01-31
Vanguard Total Stock Mkt Idx Inv	3.139%	0.134%	17,175,891	22,948	2024-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.092%	3.501%	16,916,564	572,286	2023-03-31
Vanguard Institutional 500 Index Trust	2.471%	1.260%	13,518,172	168,189	2024-01-31
Vanguard 500 Index Investor	2.406%	0.491%	13,162,090	64,355	2023-08-31
iShares Core S&P 500 ETF	1.346%	29.857%	7,363,460	1,693,016	2024-02-29
Vanguard Small Cap Index	1.275%	0.277%	6,977,833	19,248	2024-01-31
SPDR® S&P 500 ETF Trust	1.178%	0.699%	6,445,434	44,712	2024-02-29
Fidelity 500 Index	1.175%	0.849%	6,428,813	54,090	2023-12-31
Fidelity® 500 Index	1.165%	0.641%	6,374,723	40,572	2023-11-30
Vanguard Mid Cap Index Institutional	1.121%	-0.060%	6,131,793	-3,689	2024-01-31
American Century Mid Cap Value Inv	1.031%	0.000%	5,640,887	0	2023-12-31
American Century U.S. Mid Cap Value	1.031%	0.000%	5,640,887	0	2023-12-31
AMOne Shinko US-REIT Open	1.015%	-6.628%	5,553,033	-394,194	2023-09-05
Cohen & Steers Instl Realty Shares	0.947%	-42.204%	5,087,647	-3,715,036	2022-09-30
Invesco S&P 500® Equal Weight ETF	0.908%	0.590%	4,965,894	29,120	2024-02-29
Cohen & Steers Realty Shares L	0.894%	-52.258%	4,807,029	-5,261,632	2022-09-30
Vanguard Small Cap Value Index Inv	0.874%	-0.415%	4,780,644	-19,920	2024-01-31
Vanguard Value Index Inv	0.856%	0.043%	4,681,037	2,025	2023-11-30
JHancock Disciplined Value Mid Cap I	0.848%	0.405%	4,637,819	18,706	2023-09-30
Vanguard Mid-Cap Value ETF	0.805%	-0.425%	4,403,280	-18,792	2023-11-30
SPDR® Portfolio S&P 500 High Div ETF	0.793%	0.000%	4,336,457	0	2024-02-29
Daiwa US-REIT Open Mother Fund	0.731%	-36.151%	3,997,780	-2,263,564	2022-09-20
Vanguard Institutional Index I	0.661%	-0.422%	3,613,934	-15,325	2024-01-31
Invesco S&P 500® Low Volatility ETF	0.650%	-0.061%	3,493,012	-2,130	2022-10-31
Vanguard Real Estate II Index	0.635%	0.077%	3,476,743	2,669	2024-01-31
Cohen & Steers Real Estate Securities A	0.611%	-44.735%	3,342,811	-2,705,859	2022-12-31
Invesco S&P 500® High Div Low Vol ETF	0.608%	-0.189%	3,326,529	-6,292	2024-01-31
Real Estate Select Sector SPDR®	0.596%	-0.132%	3,260,753	-4,324	2024-02-29
Nuance Mid Cap Value Separate Account	0.586%	11.284%	3,205,622	325,035	2023-06-30
DFA Real Estate Securities I	0.576%	-0.829%	3,152,876	-26,358	2024-01-31
Schwab US REIT ETF™	0.518%	0.047%	2,833,477	1,338	2024-02-29
State St S&P 500® Indx SL Cl III	0.482%	0.691%	2,637,579	18,100	2024-01-31