DOC
Healthpeak Properties, Inc. · Real Estate · REIT - Healthcare Facilities
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow +1.0% ·
net new positions -5.6%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 146 | -1 | 478.22M | $10.25B | +10 | −12 |
| 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 | The Vanguard Group ✦ (passive) | 111.44M | — | $1.95B | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 74.23M | — | $1.30B | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 3 | State Street Global Advisors ✦ (passive) | 48.60M | +0.9% | $851.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 19.07M | +1.1% | $332.63M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 8.03M | -8.6% | $140.56M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 3.61M | New | $63.22M | 0.1% | New | 1 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 3.34M | — | $58.51M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 8 | T. Rowe Price ✦ | 1.01M | -0.1% | $17.75M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 967.93K | New | $16.95M | 0.0% | New | 1 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 641.97K | -19.3% | $11.24M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Adage Capital Partners ✦ | 636.34K | -0.3% | $11.14M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | Marshall Wace ✦ | 477.96K | -5.5% | $8.37M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Millennium Management ✦ | 390.76K | -62.5% | $6.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 308.58K | -71.0% | $5.33M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 15 | Gotham Asset Management ✦ | 182.85K | +33.4% | $3.20M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Wellington Management ✦ | 135.87K | +6.8% | $2.38M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 17 | D. E. Shaw & Co. ✦ | 64.52K | +96.6% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Baillie Gifford ✦ | 51.49K | +7.2% | $901,642 | 0.0% | ▲ Add | 5 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $63.22M | 0.1% |
| Arrowstreet Capital | $16.95M | 0.0% |
Exited
| Point72 Asset Management | $3.48M | was 0.0% |
| Two Sigma Investments | $341,900 | was 0.0% |
| Bridgewater Associates | $270,382 | 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.