DOC
Healthpeak Properties, Inc. · Real Estate · REIT - Healthcare Facilities
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow -8.9% ·
net new positions -6.2%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -1 | 480.55M | $10.30B | +10 | −10 |
| Q1 2026 | 151 | 0 | 492.71M | $8.10B | +7 | −8 |
| Q4 2025 | 150 | -1 | 533.68M | $8.58B | +1 | −1 |
| Q3 2025 | 20 | 0 | 340.40M | $6.52B | — | −1 |
| Q2 2025 | 18 | -1 | 273.19M | $4.78B | +2 | −3 |
| Q1 2025 | 16 | 0 | 81.42M | $1.65B | +1 | −1 |
| Q4 2024 | 16 | -1 | 80.48M | $1.63B | +1 | −2 |
| Q3 2024 | 16 | +1 | 40.90M | $933.66M | +1 | — |
| Q2 2024 | 15 | — | 40.65M | $795.27M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 47.42M | — | $961.20M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 18.36M | +3.6% | $371.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 18.36M | +3.6% | $371.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 8.23M | +1.3% | $166.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 1.43M | -23.8% | $28.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 1.43M | -23.8% | $28.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 1.43M | -23.8% | $28.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.28M | +8.3% | $25.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | T. Rowe Price ✦ | 993.80K | -0.1% | $20.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 993.80K | -0.1% | $20.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 749.51K | -83.1% | $15.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 653.44K | -1.5% | $13.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Marshall Wace ✦ | 402.18K | -29.4% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Marshall Wace ✦ | 402.18K | -29.4% | $8.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 352.34K | +197.3% | $7.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 246.64K | -93.7% | $5.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 155.78K | +122.8% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 155.78K | +122.8% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wellington Management ✦ | 155.78K | +122.8% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 123.50K | -4.3% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Baillie Gifford ✦ | 38.03K | -7.1% | $770,807 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bridgewater Associates ✦ | 21.86K | New | $443,001 | 0.0% | New | 1 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 17.75K | -40.4% | $359,853 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $443,001 | 0.0% |
Exited
| Arrowstreet Capital | $23.57M | was 0.0% |
| D. E. Shaw & Co. | $435,674 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 753 holders, 638.44M shares, $10.21B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.