DOCNYSEReal Estate Investment TrustsFiscal year ends December 31
HEALTHPEAK PROPERTIES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$18.40−0.58 (-3.06%)
Close on Oct 19, 2026
- Market cap
- $12.69B
- P/E (TTM)
- 52.6
- Dividend yield
- 6.63%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.9%
661M of 690M shares
Institutional holders
757
100 new, 92 sold out
Net institutional buying
-22M
In Q2 2026
Insider trades, 12 months
0 buys · 1 sales
Net sold $213.74K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 70,176,646 | 10.00% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 58,209,788 | 8.37% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 51,643,591 | 7.42% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 44,044,096 | 6.40% | 13G (passive) | Jun 30, 2026 |
| JPMorgan Chase & Co | 43,093,473 | 6.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DOC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 70,935,046 | 10.29% | $1.52B | −2,425,473 | 0.02% |
| Vanguard Portfolio Management LLC | 58,375,816 | 8.47% | $1.25B | +249,917 | 0.06% |
| Vanguard Capital Management LLC | 45,014,755 | 6.53% | $963.32M | −204,172 | 0.02% |
| State Street Corp | 44,007,417 | 6.38% | $941.76M | −4,493,183 | 0.03% |
| JPMorgan Chase & Co | 30,192,317 | 4.38% | $661.02M | −14,539,224 | 0.04% |
| Fuller & Thaler Asset Management, Inc. | 29,119,832 | 4.22% | $623.16M | −81,752 | 1.70% |
| Geode Capital Management, LLC | 24,653,617 | 3.58% | $526.87M | +252,731 | 0.03% |
| Invesco Ltd. | 18,507,997 | 2.68% | $396.07M | −5,659,477 | 0.03% |
| Principal Financial Group Inc | 16,760,575 | 2.43% | $358.68M | −2,005,068 | 0.18% |
| Bank of New York Mellon Corp | 15,234,655 | 2.21% | $326.02M | −221,765 | 0.05% |
| Morgan Stanley | 14,189,218 | 2.06% | $303.65M | +1,879,859 | 0.02% |
| Charles Schwab Investment Management Inc | 11,940,893 | 1.73% | $255.54M | +479,733 | 0.03% |
| Goldman Sachs Group Inc | 11,530,531 | 1.67% | $246.75M | +4,285,770 | 0.02% |
| Bank Of America Corp /De/ | 10,962,604 | 1.59% | $234.60M | −925,191 | 0.02% |
| Dimensional Fund Advisors LP | 10,728,418 | 1.56% | $229.60M | +144,682 | 0.04% |
| FMR LLC | 10,515,612 | 1.53% | $225.03M | +1,254,605 | 0.01% |
| Cullen Capital Management, LLC | 9,768,642 | 1.42% | $209.05M | −1,222,659 | 2.06% |
| Norges Bank | 9,414,320 | 1.37% | $201.47M | New | 0.02% |
| Equity Investment Corp | 7,487,967 | 1.09% | $160.24M | −177,266 | 3.06% |
| Northern Trust Corp | 7,137,198 | 1.04% | $152.74M | −1,434,550 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 757 | 661M | 95.9% | 100 / 232 | 323 / 92 | 64M | 86M |
| Q1 2026 | 759 | 683M | 99.1% | 84 / 345 | 218 / 85 | 190M | 91M |
| Q4 2025 | 770 | 698M | 100.0% | 110 / 250 | 302 / 80 | 90M | 71M |
| Q3 2025 | 751 | 680M | 98.6% | 103 / 293 | 252 / 77 | 85M | 59M |
| Q2 2025 | 733 | 654M | 94.9% | 86 / 284 | 270 / 99 | 55M | 65M |
| Q1 2025 | 755 | 666M | 96.6% | 82 / 342 | 229 / 78 | 54M | 32M |
| Q4 2024 | 761 | 652M | 94.5% | 107 / 279 | 286 / 70 | 63M | 75M |
| Q3 2024 | 735 | 665M | 96.4% | 104 / 272 | 258 / 68 | 135M | 53M |
| Q2 2024 | 708 | 660M | 95.8% | 107 / 278 | 237 / 71 | 55M | 81M |
| Q1 2024 | 678 | 689M | 99.9% | 146 / 339 | 136 / 76 | 189M | 39M |
| Q4 2023 | 614 | 539M | 78.2% | 104 / 218 | 221 / 66 | 71M | 42M |
| Q3 2023 | 586 | 510M | 74.0% | 42 / 246 | 209 / 60 | 29M | 32M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DOC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 26,448,053 | 3.84% | $577.36M | 0.79% | Jul 31, 2026 |
| Undiscovered Managers Behavioral Value Fund | 22,409,994 | 3.25% | $479.57M | 5.31% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 21,885,802 | 3.17% | $468.36M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 17,864,168 | 2.59% | $382.29M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 15,806,815 | 2.29% | $338.27M | 0.18% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 10,015,716 | 1.45% | $214.34M | 0.32% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 9,483,551 | 1.38% | $202.95M | 0.02% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 9,103,876 | 1.32% | $198.74M | 0.21% | Jul 31, 2026 |
| JPMorgan Mid Cap Value Fund | 9,014,287 | 1.31% | $192.91M | 1.73% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 8,894,525 | 1.29% | $170.33M | 0.02% | May 31, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 5,785,372 | 0.84% | $123.81M | 1.53% | Jun 30, 2026 |
| Invesco S&P 500 High Dividend Low Volatility ETF | 5,432,487 | 0.79% | $104.03M | 3.22% | May 31, 2026 |
| Real Estate Securities Fund | 5,220,598 | 0.76% | $113.97M | 1.62% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | 4,917,277 | 0.71% | $105.23M | 1.43% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 4,916,965 | 0.71% | $94.16M | 0.94% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Scott M. Brinker | President and CEO, Director | 214,688 | 0.03% | Jun 2, 2026 |
| Shawn G. Johnston | EVP and CAO | 42,336 | 0.01% | Jun 2, 2026 |
| Kelvin O. Moses | Chief Financial Officer | 1,627 | 0.00% | Jun 2, 2026 |
| Ankit B. Patadia | EVP and Treasurer | 9,047 | 0.00% | Jun 2, 2026 |
| Adam G. Mabry | CIO | 5,097 | 0.00% | Jun 2, 2026 |
| Scott R. Bohn | CDO and Head of Lab | 7,636 | 0.00% | May 13, 2026 |
| Lisa A. Alonso | EVP and Chief HR Officer | 22,271 | 0.00% | Feb 17, 2026 |
| Tracy A. Porter | EVP and General Counsel | 0 | – | Jan 30, 2026 |
| Peter A. Scott | CFO | 164,339 | 0.02% | Feb 3, 2025 |
| Jeffrey H. Miller | General Counsel | 46,837 | 0.01% | Feb 3, 2025 |
| Thomas Klaritch | COO | 409,008 | 0.06% | Feb 3, 2025 |
| John T. Thomas | Director | 830,111 | 0.12% | Jun 2, 2026 |
| Katherine M. Sandstrom | Director | 76,669 | 0.01% | May 7, 2026 |
| Brian G. Cartwright | Director | 83,490 | 0.01% | May 7, 2026 |
| R. Kent Griffin Jr | Director | 90,195 | 0.01% | May 7, 2026 |
| Sara Grootwassink Lewis | Director | 87,488 | 0.01% | May 7, 2026 |
| James B. Connor | Director | 38,179 | 0.01% | May 7, 2026 |
| Ava Lias-Booker | Director | 45,305 | 0.01% | May 7, 2026 |
| Richard A. Weiss | Director | 79,469 | 0.01% | May 7, 2026 |
| Tommy G. Thompson | Director | 144,290 | 0.02% | May 28, 2025 |
| Pamela Shelley-Kessler | Director | 55,892 | 0.01% | Apr 29, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John T. Thomas Director | May 29, 2026 | Award | +1,385 | $15.46 | $21.41K | 830,053 |
| John T. Thomas Director | May 29, 2026 | Tax withholding | −78 | $19.15 | $1.49K | 829,975 |
| Adam G. Mabry CIO | May 29, 2026 | Tax withholding | −43 | $19.15 | $823 | 5,097 |
| Adam G. Mabry CIO | May 29, 2026 | Award | +625 | $15.46 | $9.66K | 5,140 |
| Shawn G. Johnston EVP and CAO | May 29, 2026 | Award | +1,358 | $15.46 | $20.99K | 42,336 |
| Shawn G. Johnston EVP and CAO | May 29, 2026 | Tax withholding | −76 | $19.15 | $1.46K | 42,260 |
| Kelvin O. Moses Chief Financial Officer | May 29, 2026 | Tax withholding | −65 | $19.15 | $1.24K | 1,627 |
| Kelvin O. Moses Chief Financial Officer | May 29, 2026 | Award | +937 | $15.46 | $14.49K | 1,692 |
| Ankit B. Patadia EVP and Treasurer | May 29, 2026 | Award | +1,358 | $15.46 | $20.99K | 9,047 |
| Ankit B. Patadia EVP and Treasurer | May 29, 2026 | Tax withholding | −94 | $19.15 | $1.80K | 8,953 |
| Scott M. Brinker President and CEO, Director | May 29, 2026 | Tax withholding | −114 | $19.15 | $2.18K | 214,688 |
| Scott M. Brinker President and CEO, Director | May 29, 2026 | Award | +1,347 | $15.46 | $20.82K | 214,802 |
| Scott R. Bohn CDO and Head of Lab | May 12, 2026 | Sale | −10,989 | $19.45 | $213.74K | 7,636 |
| Ava Lias-Booker Director | May 6, 2026 | Award | +9,744 | – | – | 45,305 |
| Katherine M. Sandstrom Director | May 6, 2026 | Award | +9,744 | – | – | 76,669 |
| Brian G. Cartwright Director | May 6, 2026 | Award | +9,744 | – | – | 83,490 |
| James B. Connor Director | May 6, 2026 | Award | +9,744 | – | – | 38,169 |
| Richard A. Weiss Director | May 6, 2026 | Award | +9,744 | – | – | 79,469 |
| R. Kent Griffin Jr Director | May 6, 2026 | Award | +9,744 | – | – | 90,195 |
| Sara Grootwassink Lewis Director | May 6, 2026 | Award | +9,744 | – | – | 56,488 |
| Lisa A. Alonso EVP and Chief HR Officer | Feb 16, 2026 | Tax withholding | −808 | $16.70 | $13.49K | 22,271 |
| Lisa A. Alonso EVP and Chief HR Officer | Feb 15, 2026 | Tax withholding | −495 | $16.70 | $8.27K | 23,079 |
| Lisa A. Alonso EVP and Chief HR Officer | Feb 7, 2026 | Tax withholding | −657 | $16.85 | $11.07K | 23,574 |
| John T. Thomas Director | Feb 7, 2026 | Tax withholding | −6,454 | $16.85 | $108.75K | 828,668 |
| John T. Thomas Director | Feb 6, 2026 | Award | +23,739 | – | – | 835,122 |
| Lisa A. Alonso EVP and Chief HR Officer | Jan 28, 2026 | Award | +456 | – | – | 20,655 |
| Lisa A. Alonso EVP and Chief HR Officer | Jan 28, 2026 | Award | +3,828 | – | – | 24,483 |
| Lisa A. Alonso EVP and Chief HR Officer | Jan 28, 2026 | Tax withholding | −252 | $17.71 | $4.46K | 24,231 |
| Shawn G. Johnston EVP and CAO | Nov 28, 2025 | Tax withholding | −92 | $18.26 | $1.68K | 40,978 |
| Shawn G. Johnston EVP and CAO | Nov 28, 2025 | Award | +1,689 | $14.80 | $25.00K | 41,070 |
| Ankit B. Patadia EVP and Treasurer | Nov 28, 2025 | Tax withholding | −115 | $18.26 | $2.10K | 7,689 |
| Ankit B. Patadia EVP and Treasurer | Nov 28, 2025 | Award | +1,689 | $14.80 | $25.00K | 7,804 |
| Kelvin O. Moses Chief Financial Officer | Nov 28, 2025 | Tax withholding | −55 | $18.26 | $1.00K | 755 |
| Kelvin O. Moses Chief Financial Officer | Nov 28, 2025 | Award | +810 | $14.80 | $11.99K | 810 |
| John T. Thomas Director | Nov 28, 2025 | Award | +1,448 | $14.80 | $21.43K | 811,464 |
| John T. Thomas Director | Nov 28, 2025 | Tax withholding | −81 | $18.26 | $1.48K | 811,383 |
| Lisa A. Alonso EVP and Chief HR Officer | Nov 28, 2025 | Tax withholding | −23 | $18.26 | $420 | 20,199 |
| Lisa A. Alonso EVP and Chief HR Officer | Nov 28, 2025 | Award | +338 | $14.80 | $5.00K | 20,222 |
| Scott M. Brinker President and CEO, Director | Nov 28, 2025 | Tax withholding | −140 | $18.26 | $2.56K | 213,455 |
| Scott M. Brinker President and CEO, Director | Nov 28, 2025 | Award | +1,689 | $14.80 | $25.00K | 213,595 |
| Adam G. Mabry CIO | Nov 28, 2025 | Tax withholding | −58 | $18.26 | $1.06K | 4,515 |
| Adam G. Mabry CIO | Nov 28, 2025 | Award | +844 | $14.80 | $12.49K | 4,573 |
| John T. Thomas Director | Aug 6, 2025 | Buy | +1,450 | $17.06 | $24.74K | 810,016 |
| Scott M. Brinker President and CEO, Director | Aug 4, 2025 | Buy | +1,490 | $16.83 | $25.08K | 211,906 |
| Scott M. Brinker President and CEO, Director | Jul 31, 2025 | Buy | +2,930 | $17.06 | $49.99K | 210,416 |
| John T. Thomas Director | Jul 28, 2025 | Gift | −5,000 | – | – | 808,566 |
| Scott M. Brinker President and CEO, Director | Jul 28, 2025 | Buy | +2,873 | $17.40 | $49.99K | 207,486 |
| Tommy G. Thompson Director | May 28, 2025 | Buy | +5,777 | $17.27 | $99.77K | 144,290 |
| Scott M. Brinker President and CEO, Director | May 9, 2025 | Buy | +2,750 | $17.39 | $47.82K | 204,613 |
| Tommy G. Thompson Director | May 9, 2025 | Buy | +5,700 | $17.36 | $98.95K | 138,513 |
| Ava Lias-Booker Director | Apr 29, 2025 | Buy | +5,000 | $17.83 | $89.15K | 35,561 |
| Pamela Shelley-Kessler Director | Apr 28, 2025 | Buy | +1,420 | $17.61 | $25.01K | 1,620 |
| Pamela Shelley-Kessler Director | Apr 28, 2025 | Buy | +1,418 | $17.63 | $25.00K | 3,965 |
| Sara Grootwassink Lewis Director | Apr 28, 2025 | Buy | +6,000 | $17.66 | $105.96K | 9,000 |
| John T. Thomas Director | Apr 28, 2025 | Buy | +4,200 | $17.84 | $74.93K | 813,566 |
| Katherine M. Sandstrom Director | Apr 28, 2025 | Buy | +11,288 | $17.65 | $199.23K | 56,268 |
| Scott M. Brinker President and CEO, Director | Apr 28, 2025 | Buy | +11,337 | $17.68 | $200.44K | 201,863 |
| R. Kent Griffin Jr Director | Apr 25, 2025 | Award | +10,657 | – | – | 80,451 |
| James B. Connor Director | Apr 25, 2025 | Award | +10,657 | – | – | 28,425 |
| Pamela Shelley-Kessler Director | Apr 25, 2025 | Award | +10,657 | – | – | 50,307 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scott R. Bohn Officer | May 12, 2026 | 10,989 | $213.74K | May 12, 2026 | PSU / RSU - See Remarks |
| Peter A. Scott officer in 90 day cool down period | Jul 1, 2025 | 100,050 | $1.79M | Jul 1, 2025 | Stock grant |
| Christine Garvey Former Director within 90 days | Apr 29, 2024 | 9,200 | $172.51K | Apr 29, 2024 | Vested Restricted Stock |