Healthpeak PropertiesDOC

13F holders, Q1 2024 (March 31)
677holders
8famous investors
$18.74avg. 13F price*

At the end of Q1 2024, 677 institutions reported holding Healthpeak Properties Inc. (DOC) in their 13F filings. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock Inc. ($1.5B) and State Street Corp. ($896.1M). 8 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Steve Cohen (0.1% of Point72 Asset Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).

Company
Healthpeak Properties Inc.
Sector
Real Estate
CUSIP
42250P103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 677Q1 2024Q2 2024: 708Q2 2024Q3 2024: 735Q3 2024Q4 2024: 761Q4 2024Q1 2025: 756Q1 2025Q2 2025: 732Q2 2025Q3 2025: 751Q3 2025Q4 2025: 771Q4 2025Q1 2026: 760Q1 2026Q2 2026: 763Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions133$711.9M
Exits74$149.1M

Ownership 677 holders

Vanguard Group Inc. 0.04% Add +30.7% 114,661,852 $2.1B
BlackRock Inc. 0.03% Add +38.2% 78,922,638 $1.5B
State Street Corp. 0.04% Add +16.2% 47,792,657 $896.1M
Invesco Ltd. 0.09% Reduce -10.8% 22,162,951 $415.6M
JPMorgan Chase & Co. 0.03% Add +18.5% 20,356,764 $381.7M
Geode Capital Management, LLC 0.03% Add +32.4% 17,474,589 $326.8M
Fuller & Thaler Asset Management, Inc. 1.39% New 17,054,205 $319.8M
Morgan Stanley 0.02% Add +35.0% 12,544,873 $235.2M
Legal & General Group Plc 0.06% Add +20.0% 11,373,962 $213.3M
Centersquare Investment Management LLC 2.40% Reduce -6.9% 11,148,014 $207.5M
Norges Bank 0.03% Add +28.7% 10,701,227 $200.6M
Dimensional Fund Advisors LP 0.05% Add +26.2% 10,204,362 $191.3M
Charles Schwab Investment Management Inc. 0.04% Add +31.1% 9,890,146 $185.4M
American Century Companies Inc. 0.11% Add +1.1% 9,225,925 $173.0M
Northern Trust Corp. 0.03% Add +14.7% 8,567,643 $160.6M
Bank of New York Mellon Corp 0.03% Add +35.6% 7,754,940 $145.4M
Cohen & Steers, Inc. 0.30% New 7,541,727 $141.4M
Cullen Capital Management, LLC 1.53% Add +23.1% 7,323,488 $137.3M
Nuveen Asset Management, LLC 0.04% Add +0.9% 7,269,698 $136.3M
Citadel Advisors 0.13% Add +7887.3% 7,127,569 $133.6M
PGGM Investments 1.77% Add +4.8% 6,524,045 $122.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Add +19.4% 6,334,658 $118.8M
Bank of America Corp. 0.01% Add +79.0% 5,909,819 $110.8M
CBRE Investment Management Listed Real Assets LLC 1.82% Add +10.6% 5,201,021 $97.5M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +18.3% 4,940,908 $92.6M
Van Lanschot Kempen Investment Management N.V. 0.96% Add +27.5% 4,117,048 $77.2M
Lasalle Investment Management Securities LLC 3.11% Add +18.6% 4,016,923 $75.3M
Deutsche Bank AG 0.03% Add +98.9% 3,699,113 $69.4M
Schroder Investment Management Group 0.07% Add +3.4% 3,262,721 $61.2M
HSBC Holdings PLC 0.04% Add +32.2% 3,051,306 $57.2M
Ameriprise Financial Inc. 0.02% Add +21.6% 3,020,954 $56.9M
V3 Capital Management, L.P. 17.35% Add +21.1% 3,032,722 $56.9M
Goldman Sachs Group Inc. 0.01% Add +0.0% 3,001,922 $56.3M
Alyeska Investment Group, L.P. 0.35% Add +186.0% 2,999,173 $56.2M
Envestnet Asset Management Inc. 0.02% Add +43.4% 2,893,150 $54.2M
Resolution Capital Ltd 0.93% Reduce -75.9% 2,771,824 $52.0M
Balyasny Asset Management L.P. 0.13% Add +168.2% 2,703,830 $50.7M
Heitman Real Estate Securities LLC 2.87% Add +7.5% 2,684,368 $50.3M
CI Investments Inc. 0.19% Add +387.0% 2,519,014 $47.2M
Sei Investments Co. 0.07% Reduce -0.1% 2,512,370 $47.1M
Aew Capital Management L P 2.26% Add +104.9% 2,468,249 $46.3M
Man Group plc 0.12% Add +28.7% 2,405,632 $45.1M
Barclays PLC 0.02% Reduce -42.8% 2,252,222 $42.2M
Amundi 0.02% Reduce -25.4% 2,241,511 $40.4M
Swiss National Bank 0.03% Add +24.3% 2,120,216 $39.8M
AQR Capital Management 0.07% Reduce -11.1% 2,062,843 $38.6M
Alliancebernstein L.P. 0.01% Add +53.1% 2,025,416 $38.0M
Nuance Investments, LLC 0.99% Reduce -43.3% 2,011,096 $37.7M
AXA S.A. 0.11% Add +68.4% 1,924,929 $36.1M
Aberdeen Group plc 0.07% Add +64.7% 1,881,447 $35.3M
APG Asset Management US Inc. 0.18% Add +19.6% 1,665,784 $30.9M
Point72 Asset Management 0.09% Reduce -34.5% 1,606,300 $30.1M
FMR LLC 0.00% Reduce -11.2% 1,559,027 $29.2M
Victory Capital Management Inc. 0.03% Add +65.5% 1,545,882 $29.0M
Foresight Group Ltd Liability Partnership 15.31% Add +0.8% 1,902,565 $28.3M
Asset Management One Co., Ltd. 0.11% Add +38.0% 1,504,289 $28.2M
Credit Suisse AG/ 0.03% Add +29.7% 1,495,677 $28.0M
Prudential Financial Inc. 0.04% Add +4.0% 1,402,862 $26.3M
Los Angeles Capital Management LLC 0.09% Add +76.8% 1,377,935 $25.8M
Federated Hermes, Inc. 0.06% Add +36757.9% 1,371,484 $25.7M
Crawford Investment Counsel Inc. 0.48% New 1,365,339 $25.6M
Robeco Institutional Asset Management B.V. 0.05% Add +27.3% 1,338,269 $25.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +51.4% 1,321,461 $24.8M
Boston Trust Walden Corp 0.18% New 1,315,911 $24.7M
Schonfeld Strategic Advisors LLC 0.19% Add +179.5% 1,315,538 $24.7M
Systematic Financial Management LP 0.69% New 1,312,831 $24.6M
UBS Group AG 0.01% Add +27.1% 1,312,002 $24.6M
Rhumbline Advisers 0.02% Add +27.5% 1,309,460 $24.6M
California Public Employees Retirement System 0.02% Add +25.1% 1,302,864 $24.4M
CANADA LIFE ASSURANCE Co 0.05% Add +18.8% 1,286,644 $24.1M
Public Employees Retirement System of Ohio 0.09% Add +26.2% 1,281,141 $24.0M
Russell Investments Group, Ltd. 0.04% Add +7.3% 1,225,569 $23.0M
Gillson Capital LP 1.93% New 1,084,600 $20.3M
Nomura Asset Management Co. Ltd. 0.07% Add +34.3% 1,052,814 $19.7M
STRS Ohio 0.08% Reduce -0.5% 1,048,874 $19.7M
GW&K Investment Management, LLC 0.17% Add +4450087.0% 1,023,543 $19.2M
Pinebridge Investments, L.P. 0.15% Reduce -50.9% 1,009,678 $18.9M
Zacks Investment Management 0.20% Reduce -29.8% 1,004,598 $18.8M
Raymond James & Associates 0.01% Add +53.4% 988,723 $18.5M
M&T Bank Corp 0.06% Add +1112.0% 984,177 $18.5M
California State Teachers Retirement System 0.02% Add +24.7% 981,996 $18.4M
T. Rowe Price Associates Inc. 0.00% Add +30.1% 952,432 $17.9M
Macquarie Group Ltd. 0.02% Reduce -52.9% 947,286 $17.8M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -10.9% 952,600 $17.7M
Renaissance Technologies 0.03% Add +32.2% 924,168 $17.3M
Allianz Asset Management GmbH 0.03% Reduce -37.6% 907,269 $17.0M
LPL Financial LLC 0.01% Add +899.5% 905,523 $17.0M
Citigroup Inc. 0.02% Add +39.6% 905,055 $17.0M
Aviva PLC 0.06% Add +287.8% 899,415 $16.9M
Millennium Management 0.01% Reduce -58.1% 885,712 $16.6M
Royal Bank of Canada 0.00% Add +24.8% 884,106 $16.6M
Guggenheim Capital LLC 0.11% Add +15.9% 843,664 $15.8M
Pictet Asset Management Holding SA 0.02% Add +102.9% 833,835 $15.6M
Principal Financial Group Inc. 0.01% Add +31.3% 809,747 $15.2M
State of New Jersey Common Pension Fund D 0.05% Add +42.0% 804,852 $15.1M
Franklin Resources Inc. 0.00% Reduce -2.1% 781,045 $14.7M
Healthcare of Ontario Pension Plan Trust Fund 0.05% Add +154.5% 763,544 $14.3M
New York State Teachers Retirement System 0.03% Add +37.0% 757,418 $14.2M
State Board of Administration of Florida Retirement System 0.03% Add +0.0% 643,947 $14.1M
Segall Bryant & Hamill, LLC 0.26% New 737,409 $13.8M
Bank of Montreal 0.00% Reduce -19.8% 718,998 $13.5M
Varma Mutual Pension Insurance Co 0.11% Add +390.9% 700,000 $13.1M
Adage Capital Partners Gp, L.L.C. 0.02% Add +30.6% 694,343 $13.0M
Manufacturers Life Insurance Company, The 0.01% Add +19.9% 676,662 $12.7M
Duff & Phelps Investment Management Co. 0.15% Reduce -58.5% 647,638 $12.1M
Leeward Investments, LLC - MA 0.53% New 634,310 $11.9M
Janney Montgomery Scott LLC 0.04% Add +20.4% 634,022 $11.9M
Susquehanna Portfolio Strategies, LLC 0.28% Reduce -0.0% 631,617 $11.8M
Employees Retirement System of Texas 0.12% Add +62.8% 586,712 $11.0M
Oppenheimer Asset Management Inc. 0.16% Add +6.3% 581,198 $10.9M
Susquehanna International Group, LLP 0.02% Add +174.3% 580,413 $10.9M
Canada Pension Plan Investment Board 0.01% Add +606.6% 579,432 $10.9M
Qube Research & Technologies Ltd 0.02% Add +112.4% 568,389 $10.7M
Associated Banc-Corp 0.32% Reduce -0.8% 542,337 $10.2M
State of Wisconsin Investment Board 0.03% Add +27.2% 542,026 $10.2M
FIL Ltd 0.01% Reduce -1.4% 539,890 $10.1M
Calamos Advisors LLC 0.07% New 537,396 $10.1M
Wells Fargo & Company 0.00% Add +42.1% 524,381 $9.8M
State of Alaska, Department of Revenue 0.11% Add +13.3% 518,790 $9.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Add +15.6% 510,976 $9.6M
Isthmus Partners, LLC 1.06% New 499,099 $9.4M
DAVENPORT & Co LLC 0.06% New 486,531 $9.1M
Retirement Systems of Alabama 0.04% Add +8.0% 483,476 $9.1M
Handelsbanken Fonder AB 0.04% Add +25.8% 476,804 $8.9M
New York State Common Retirement Fund 0.01% Add +11.8% 474,092 $8.9M
MBB Public Markets I LLC 0.57% Reduce -56.5% 472,553 $8.9M
Brookstone Capital Management 0.16% New 471,934 $8.8M
Sarasin & Partners LLP 0.09% Add +10.1% 469,999 $8.8M
Commonwealth Equity Services, LLC 0.01% Add +25.2% 462,233 $8.7M
Stifel Financial Corp. 0.01% Add +117.8% 456,763 $8.6M
Illinois Municipal Retirement Fund 0.13% No change 450,510 $8.4M
Altrinsic Global Advisors LLC 0.38% Reduce -5.8% 446,930 $8.4M
Mutual of America Capital Management LLC 0.09% Add +126.4% 445,343 $8.4M
Clean Yield Group 3.12% Add +75.4% 427,757 $8.0M
Achmea Investment Management B.V. 0.15% No change 426,759 $8.0M
First Eagle Investment Management, LLC 0.02% New 421,692 $7.9M
SG Americas Securities, LLC 0.04% Add +51.9% 409,001 $7.7M
Resona Asset Management Co.,Ltd. 0.04% — 397,414 $7.5M
Comerica Bank 0.03% Add +63.8% 395,784 $7.4M
Truist Financial Corp. 0.01% Add +49.9% 395,353 $7.4M
Chevy Chase Trust Holdings, LLC 0.02% Add +28.3% 391,949 $7.3M
Cornerstone Capital, Inc. 0.75% Reduce -5.4% 389,569 $7.3M
Korea Investment CORP 0.02% Add +7.7% 354,966 $6.7M
Danske Bank A/S 0.02% — 354,125 $6.6M
D. E. Shaw & Co. 0.01% Reduce -37.4% 331,453 $6.2M
DekaBank Deutsche Girozentrale 0.01% Add +31.3% 342,625 $6.2M
Daiwa Securities Group Inc. 0.03% Add +43.5% 320,918 $6.0M
Treasurer of the State of North Carolina 0.03% Add +26.4% 315,467 $5.9M
Marshall Wace, LLP 0.01% Reduce -65.8% 306,212 $5.7M
Caisse de depot et placement du Quebec 0.01% Add +1388.5% 297,692 $5.6M
Van Eck Associates Corp. 0.01% Add +32.9% 294,279 $5.5M
Forsta Ap-Fonden 0.05% Add +24.3% 285,900 $5.4M
Pensionfund PDN 2.86% Add +59.0% 285,473 $5.4M
Voya Investment Management LLC 0.01% Add +20.3% 281,276 $5.3M
Allstate Corp. 0.37% Add +23.3% 280,914 $5.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +27.9% 280,534 $5.3M
Natixis Advisors, LLC 0.01% Add +119.5% 278,756 $5.2M
ING Groep NV 0.04% Add +256.9% 275,209 $5.2M
Tectonic Advisors LLC 0.38% New 264,498 $5.0M
LDR Capital Management LLC 4.06% Add +14.6% 263,981 $4.9M
UniSuper Management Pty Ltd 0.05% Add +60.6% 262,461 $4.9M
Davis Selected Advisers 0.03% Reduce -9.3% 255,746 $4.8M
Nisa Investment Advisors, LLC 0.03% Add +16.6% 253,485 $4.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +316.9% 246,132 $4.6M
TD Asset Management Inc 0.00% Add +75.4% 245,513 $4.6M
Swiss Life Asset Management Ltd 0.06% Reduce -60.5% 245,039 $4.6M
Susquehanna Fundamental Investments, LLC 0.21% New 243,859 $4.6M
USS Investment Management Ltd 0.04% Add +18.0% 241,288 $4.5M
Capital Fund Management S.A. 0.05% Reduce -59.6% 235,987 $4.4M
Tocqueville Asset Management L.P. 0.07% New 232,377 $4.4M
Orion Porfolio Solutions, LLC 0.05% New 232,276 $4.4M
Orion Portfolio Solutions, LLC 0.05% New 232,276 $4.4M
Quantinno Capital Management LP 0.09% Add +110.3% 232,286 $4.4M
Greenland Capital Management LP 0.70% Add +28.3% 224,505 $4.2M
Vert Asset Management LLC 1.77% Add +11.9% 224,258 $4.2M
Ensign Peak Advisors, Inc 0.01% Add +7.7% 221,444 $4.2M
HGI Capital Management, LLC 4.46% New 220,728 $4.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% Add +40.9% 211,011 $4.0M
Catalyst Funds Management Pty Ltd 1.10% — 209,812 $3.9M
Wealthfront Advisers LLC 0.01% Add +40.1% 209,299 $3.9M
NewSquare Capital LLC 0.35% Add +0.7% 211,445 $3.9M
New York Life Investment Management LLC 0.04% Add +24.9% 206,165 $3.9M
KBC Group NV 0.01% Reduce -26.9% 203,261 $3.8M
Storebrand Asset Management As 0.01% Add +4.9% 198,982 $3.7M
NFJ Investment Group, LLC 0.10% New 195,362 $3.7M
Arizona State Retirement System 0.03% Add +29.5% 194,726 $3.7M
Royal London Asset Management Ltd. 0.01% Reduce -0.3% 194,003 $3.6M
State of Michigan Retirement System 0.02% Add +29.5% 193,993 $3.6M
Natixis 0.02% Reduce -54.6% 191,289 $3.6M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +4.2% 189,546 $3.6M
Toronto Dominion Bank 0.01% Reduce -46.9% 188,668 $3.5M
Intact Investment Management Inc. 0.14% No change 185,900 $3.5M
First Trust Advisors LP 0.00% Reduce -17.6% 185,791 $3.5M
American International Group, Inc. 0.01% Add +29.0% 185,119 $3.5M
Erste Asset Management GmbH 0.05% New 189,200 $3.5M
Eisler Capital (UK) Ltd. 0.42% Add +666.7% 182,734 $3.4M
HighTower Advisors, LLC 0.01% Add +245.2% 180,756 $3.4M
Groupama Asset Managment 0.06% Reduce -14.1% 111,909 $3.4M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.04% Add +14.4% 177,700 $3.3M
Liberty Mutual Group Asset Management Inc. 0.95% Add +113.7% 177,654 $3.3M
Bridgeway Capital Management, LLC 0.07% New 176,317 $3.3M
Sfmg, LLC 0.28% Add +497.5% 174,715 $3.3M
Nissay Asset Management Corp. /Japan 0.02% Add +31.6% 168,984 $3.2M
MetLife Investment Management, LLC 0.02% Add +24.8% 165,713 $3.1M
MML Investors Services, LLC 0.01% Add +13.9% 162,882 $3.1M
Intech Investment Management LLC 0.04% New 162,370 $3.0M
HRT Financial LP 0.02% Reduce -9.6% 158,911 $3.0M
Cerity Partners LLC 0.01% Add +461.1% 155,724 $2.9M
Corient Private Wealth LP 0.01% Add +401.3% 151,659 $2.8M
Vident Advisory, LLC 0.06% Add +33.5% 150,491 $2.8M
PNC Financial Services Group, Inc. 0.00% Add +10.6% 148,231 $2.8M
GSI Capital Advisors LLC 1.62% Reduce -31.0% 146,814 $2.8M
Texas Permanent School Fund Corp. 0.02% Add +33.6% 146,307 $2.7M
Wolff Wiese Magana LLC 2.36% Add +200.0% 145,946 $2.7M
Skandinaviska Enskilda Banken AB (publ) 0.01% Add +0.8% 139,192 $2.6M
Metis Global Partners, LLC 0.09% Add +17.0% 136,401 $2.6M
Quadrature Capital Ltd 0.04% Add +243.5% 134,819 $2.5M
IFM Investors Pty Ltd 0.03% Add +28.7% 132,870 $2.5M
Pensionfund Sabic 0.73% Add +69.5% 131,755 $2.5M
Creative Planning 0.00% Add +36.9% 130,786 $2.5M
Gotham Asset Management 0.04% Reduce -65.7% 130,291 $2.4M
Redwood Investment Management, LLC 0.23% Add +14.6% 126,226 $2.4M
Czech National Bank 0.03% Add +30.0% 124,558 $2.3M
Amalgamated Bank 0.02% Reduce -5.7% 123,527 $2.3M
Jane Street Group, LLC 0.00% Reduce -46.2% 122,812 $2.3M
Jackson Hole Capital Partners, LLC 0.52% Add +11.3% 120,447 $2.3M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -4.0% 120,347 $2.3M
ProShare Advisors LLC 0.01% Add +27.2% 118,201 $2.2M
Rockefeller Capital Management L.P. 0.01% Add +65.3% 116,705 $2.2M
Annex Advisory Services, LLC 0.08% New 115,790 $2.2M
Vanguard Personalized Indexing Management, LLC 0.05% Add +49.8% 115,119 $2.2M
Two Sigma Advisers, LP 0.01% Add +168.2% 114,264 $2.1M
Tredje AP-fonden 0.02% Add +27.1% 113,049 $2.1M
Hantz Financial Services, Inc. 0.04% Reduce -3.8% 112,127 $2.1M
Ontario Teachers Pension Plan Board 0.02% Add +260.5% 109,183 $2.0M
Mariner, LLC 0.00% Reduce -1.6% 108,120 $2.0M
Meridian Investment Counsel Inc. 0.67% New 107,184 $2.0M
Legacy Capital Wealth Partners, LLC 1.42% New 94,527 $2.0M
Yousif Capital Management, LLC 0.02% Add +9.2% 105,955 $2.0M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -22.3% 99,656 $2.0M
DNB Asset Management AS 0.01% Reduce -44.0% 104,669 $2.0M
Zevin Asset Management LLC 0.33% Add +12.8% 104,664 $2.0M
State of Tennessee, Department of Treasury 0.01% Reduce -77.8% 104,335 $2.0M
Verition Fund Management LLC 0.02% Reduce -71.3% 103,585 $1.9M
Cetera Investment Advisers 0.00% Add +262.1% 102,079 $1.9M
Tidal Investments LLC 0.03% Add +731.3% 101,939 $1.9M
Janus Henderson Group PLC 0.00% Reduce -96.0% 101,455 $1.9M
CIBC Asset Management Inc 0.01% Add +34.8% 100,494 $1.9M
Pathstone Holdings, LLC 0.01% Add +169.2% 100,060 $1.9M
Xponance LLC 0.02% Add +18.4% 98,088 $1.8M
Presima Securities ULC 0.43% Add +40.7% 97,677 $1.8M
Ossiam 0.03% Add +47.8% 96,711 $1.8M
Utah Retirement Systems 0.02% No change 94,547 $1.8M
Captrust Financial Advisors 0.01% Reduce -5.3% 93,137 $1.7M
D.A. Davidson & Co. 0.02% Add +22.4% 91,461 $1.7M
Penserra Capital Management LLC 0.02% Add +93.7% 90,878 $1.7M
Perpetual Ltd 0.02% Add +173.1% 90,330 $1.7M
Mirabella Financial Services LLP 0.12% New 89,955 $1.7M
Bank of Nova Scotia 0.00% Add +30.0% 88,423 $1.7M
Thrivent Financial for Lutherans 0.00% Add +40.1% 87,694 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +33.3% 87,189 $1.6M
Rafferty Asset Management, LLC 0.01% Add +15.5% 84,783 $1.6M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Add +33.6% 84,099 $1.6M
Swedbank AB 0.00% Reduce -58.0% 84,030 $1.6M
Advisors Asset Management, Inc. 0.03% Add +807.0% 83,162 $1.6M
Candriam S.C.A. 0.01% Add +7.0% 83,100 $1.6M
Public Sector Pension Investment Board 0.01% Add +25.5% 82,149 $1.5M
Meiji Yasuda Asset Management Co Ltd. 0.07% Add +599.0% 81,849 $1.5M
Shay Capital LLC 0.44% Add +6.7% 80,000 $1.5M
QRG Capital Management, Inc. 0.02% Reduce -9.7% 77,726 $1.5M
Boothbay Fund Management, LLC 0.05% New 77,526 $1.5M
Arrowstreet Capital, Limited Partnership 0.00% New 77,401 $1.5M
XTX Topco Ltd 0.19% New 76,047 $1.4M
Gulf International Bank (UK) Ltd 0.04% Add +67.7% 76,026 $1.4M
NorthCoast Asset Management LLC 0.02% New 75,237 $1.4M
Mercer Global Advisors Inc. 0.00% Add +7.5% 73,702 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -11.6% 73,532 $1.4M
Duality Advisers, LP 0.13% New 72,700 $1.4M
Equita Financial Network, Inc. 0.59% New 70,422 $1.3M
Romano Brothers and Company 0.18% New 69,401 $1.3M
Squarepoint Ops LLC 0.01% Add +68.9% 68,102 $1.3M
National Pension Service 0.00% No change 67,559 $1.3M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% Reduce -59.4% 67,200 $1.3M
Public Employees Retirement Association of Colorado 0.01% Add +32.4% 66,600 $1.2M
Sheaff Brock Investment Advisors, LLC 0.10% Add +3.1% 66,523 $1.2M
Andra AP-fonden 0.02% Reduce -70.2% 66,500 $1.2M
Berkeley Capital Partners, LLC 0.38% Add +29.3% 65,615 $1.2M
Elo Mutual Pension Insurance Co 0.03% Add +35.4% 64,689 $1.2M
Ethic Inc. 0.03% Reduce -11.9% 64,250 $1.2M
Intrua Financial, LLC 0.18% Add +157.9% 63,368 $1.2M
Teachers Retirement System of the State of Kentucky 0.01% Add +33.9% 62,788 $1.2M
Atria Wealth Solutions, Inc. 0.01% Add +154.8% 62,808 $1.2M
Beach Investment Counsel Inc. 0.14% Add +1.0% 58,336 $1.2M
MIdWestOne Financial Group, Inc. 0.21% Add +53.3% 61,432 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +166.2% 61,187 $1.1M
Oregon Public Employees Retirement Fund 0.02% Add +41.7% 60,512 $1.1M
Twin Capital Management Inc. 0.14% Reduce -8.7% 60,107 $1.1M
Degroof Petercam Asset Management 0.01% Add +20.6% 58,673 $1.1M
Fifth Third Bancorp 0.00% Add +16.5% 57,286 $1.1M
Norinchukin Bank, The 0.03% Add +27.0% 57,139 $1.1M
Silvercrest Asset Management Group LLC 0.01% New 56,641 $1.1M
US Bancorp \de 0.00% Add +20.7% 56,367 $1.1M
Neuberger Berman Group LLC 0.00% Reduce -14.7% 54,086 $1.0M
Maryland State Retirement & Pension System 0.02% Add +29.1% 55,783 $1.0M
Kentucky Retirement Systems 0.03% Add +22.8% 53,761 $1.0M
DoubleLine ETF Adviser LP 0.26% Add +43.0% 53,738 $1.0M
PFG Investments, LLC 0.06% New 52,355 $982K
Paralel Advisors LLC 0.04% No change 51,763 $971K
Metropolitan Life Insurance Co 0.04% Add +29.2% 50,410 $945K
Wellington Management Group LLP 0.00% Add +29.4% 50,023 $938K
LBP Am SA 0.04% Reduce -71.8% 49,390 $926K
Nordea Investment Management AB 0.00% Add +48.4% 48,114 $899K
Pacer Advisors, Inc. 0.00% Add +32.4% 47,835 $897K
United Capital Financial Advisors, LLC 0.01% Add +20.1% 47,081 $883K
SteelPeak Wealth, LLC 0.04% Add +24.5% 46,274 $868K
Vanderbilt University 0.18% Add +312.9% 45,441 $852K
Hartford Investment Management Co. 0.03% Add +24.5% 45,438 $852K
Lazard Asset Management LLC 0.00% Add +43.1% 44,076 $826K
Envestnet Portfolio Solutions, Inc. 0.00% Add +26.0% 43,853 $822K
Brown Advisory Inc. 0.00% Add +2.0% 43,117 $808K
Mediolanum International Funds Ltd 0.01% — 43,452 $796K
Consolidated Portfolio Review Corp 0.21% New 42,306 $793K
Jump Financial, LLC 0.02% Add +71.1% 42,251 $792K
Nebula Research & Development LLC 0.17% New 42,017 $788K
Armor Investment Advisors, LLC 0.38% Add +25.7% 41,778 $783K
Securian Asset Management, Inc. 0.02% Add +20.6% 41,695 $782K
Credit Agricole S A 0.01% Add +180.3% 43,384 $781K
Rwa Wealth Partners, LLC 0.01% Add +29.9% 41,495 $778K
Louisiana State Employees Retirement System 0.01% Add +24.5% 41,200 $773K
Inspire Investing, LLC 0.08% Add +84.5% 41,085 $770K
Carret Asset Management, LLC 0.09% New 40,604 $761K
Shufro Rose & Co. LLC 0.06% New 40,233 $754K
Herr Investment Group LLC 0.23% No change 40,000 $750K
Tower Research Capital LLC (TRC) 0.02% Reduce -42.3% 39,996 $750K
Harbour Investments, Inc. 0.03% Add +28.3% 39,896 $748K
Cwm, LLC 0.00% Add +31.1% 39,880 $748K
Independent Financial Group, LLC 0.03% Add +31.3% 39,725 $745K
B. Riley Wealth Advisors, Inc. 0.02% Add +55.1% 39,676 $728K
Ostrum Asset Management 0.06% No change 38,318 $718K
PEAK6 Investments LLC 0.03% Reduce -4.4% 37,032 $694K
iA Global Asset Management Inc. 0.01% New 36,921 $692K
Sippican Capital Advisors 0.53% New 36,564 $686K
Panagora Asset Management Inc. 0.00% Reduce -23.7% 36,545 $685K
Harrington Investments, INC 0.39% Add +11.5% 36,379 $682K
Allspring Global Investments Holdings, LLC 0.00% Add +34.3% 36,328 $681K
Hoylecohen, LLC 0.05% Reduce -7.8% 35,969 $674K
Mackenzie Financial Corp. 0.00% Add +20.7% 35,881 $673K
Rehmann Capital Advisory Group 0.05% New 35,863 $672K
New Mexico Educational Retirement Board 0.02% Add +25.6% 35,700 $669K
Rothschild Investment LLC 0.05% Add +11020.3% 35,585 $667K
O'shaughnessy Asset Management, LLC 0.01% Reduce -58.3% 35,299 $662K
Baillie Gifford & Co. 0.00% New 35,086 $658K
Kingswood Wealth Advisors, LLC 0.08% Add +42.7% 35,005 $656K
Chartwell Investment Partners, LLC 0.02% Reduce -11.1% 34,807 $653K
Praxis Investment Management Inc. 0.04% No change 34,680 $650K
Ieq Capital, LLC 0.01% Add +44.9% 34,442 $646K
Capital Investment Advisory Services, LLC 0.07% New 34,331 $644K
Kestra Advisory Services, LLC 0.00% Add +2938.9% 33,732 $632K
Buckingham Strategic Wealth, LLC 0.01% Add +7.5% 32,850 $616K
Samalin Investment Counsel, LLC 0.29% Add +91.1% 32,513 $610K
Baird Financial Group, Inc. 0.00% Add +70.4% 32,208 $604K
Lockheed Martin Investment Management Co. 0.04% Reduce -23.1% 27,624 $594K
Bleakley Financial Group, LLC 0.02% Reduce -2.7% 31,497 $591K
Jamison Private Wealth Management, Inc. 0.10% New 31,402 $589K
Simplicity Wealth,LLC 0.01% New 31,325 $587K
GeoWealth Management, LLC 0.02% New 31,316 $587K
SVB Wealth LLC 0.01% Add +2.4% 31,073 $583K
First Trust Direct Indexing L.P. 0.04% Add +25.9% 30,981 $581K
Advisory Services Network, LLC 0.01% Reduce -66.6% 30,607 $574K
Handelsinvest Investeringsforvaltning 0.27% Reduce -15.3% 29,981 $562K
Keybank National Association 0.00% New 29,926 $561K
Mirador Capital Partners LP 0.11% Add +95.5% 29,851 $560K
Lee Financial Group Hawaii, Inc. 0.43% New 29,165 $547K
Meiji Yasuda Life Insurance Co 0.01% New 28,900 $542K
United Services Automobile Association 0.01% Add +0.0% 28,501 $534K
Cipher Capital LP 0.24% Reduce -38.6% 28,060 $526K
Coldstream Capital Management Inc. 0.01% Add +91.5% 27,844 $522K
E. Ohman J:or Asset Management AB 0.01% Add +23.4% 27,445 $515K
Signaturefd, LLC 0.01% Add +83.9% 26,766 $502K
Moody National Bank Trust Division 0.04% New 26,430 $496K
International Assets Investment Management, LLC 0.05% Reduce -10.1% 26,316 $488K
Diligent Investors, LLC 0.12% No change 25,216 $473K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Reduce -67.2% 25,120 $472K
MAI Capital Management 0.00% Add +0.8% 24,776 $465K
Diamant Asset Management, Inc. 0.32% No change 24,640 $462K
HTLF Bank 0.05% New 24,507 $460K
Quadcap Wealth Management, LLC 0.10% Reduce -18.3% 24,243 $455K
Danica Pension, Livsforsikringsaktieselskab 0.01% — 24,070 $451K
Wealthspire Retirement, LLC 0.04% Reduce -35.4% 23,680 $444K
Connable Office Inc. 0.05% New 23,648 $443K
Sequoia Financial Advisors, LLC 0.01% New 23,569 $442K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Add +19.9% 23,362 $438K
Mgo One Seven LLC 0.02% Reduce -19.3% 22,945 $430K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +29.7% 22,464 $421K
Two Sigma Investments, LP 0.00% Reduce -75.8% 22,339 $419K
Arete Wealth Advisors, LLC 0.04% Add +56.5% 22,307 $418K
Beacon Pointe Advisors, LLC 0.00% Reduce -1.6% 22,083 $414K
Park Avenue Securities LLC 0.01% Add +39.5% 22,053 $414K
Argent Trust Co 0.02% Reduce -0.6% 21,990 $412K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -0.8% 21,850 $410K
Assenagon Asset Management S.A. 0.00% Add +28.6% 21,609 $405K
Harbor Capital Advisors, Inc. 0.05% New 21,537 $404K
Bridgewater Associates 0.00% Reduce -68.6% 21,204 $398K
Dumont & Blake Investment Advisors LLC 0.11% New 21,023 $394K
Pasadena Private Wealth, LLC 0.09% Reduce -4.2% 20,876 $391K
Prelude Capital Management, LLC 0.03% Reduce -68.5% 20,700 $388K
Harvest Portfolios Group Inc. 0.02% Add +34.8% 20,684 $388K
Beacon Financial Group 0.04% New 20,308 $381K
Spirit of America Management Corp. 0.08% Add +60.9% 20,217 $379K
DF Dent & Co. Inc. 0.00% Reduce -8.7% 20,037 $376K
Evergreen Capital Management LLC 0.01% Add +79.2% 20,020 $375K
Barry Investment Advisors, LLC 0.12% New 19,605 $368K
Old National Bancorp 0.01% New 19,535 $366K
Insigneo Advisory Services, LLC 0.04% New 19,285 $362K
RS Crum Inc. 0.10% No change 19,269 $361K
Rakuten Investment Management, Inc. 0.00% Add +1308.0% 19,036 $357K
Commerzbank Aktiengesellschaft 0.01% Add +5.4% 18,883 $355K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +46.8% 18,826 $353K
Atlas Brown,Inc. 0.13% Add +46.4% 18,777 $352K
Verdence Capital Advisors LLC 0.03% New 18,743 $351K
Impact Partnership Wealth, LLC 0.14% Reduce -20.9% 18,261 $342K
Avantax Advisory Services, Inc. 0.00% Add +30.0% 18,121 $340K
Synovus Financial Corp. 0.00% Add +0.3% 18,093 $339K
APG Asset Management N.V. 0.00% Add +7.2% 19,421 $337K
Teacher Retirement System of Texas 0.00% Reduce -81.9% 17,996 $337K
Mairs & Power Inc. 0.00% New 17,591 $330K
Commerce Bank 0.00% Add +6.7% 17,042 $320K
V-Square Quantitative Management LLC 0.04% Add +4.3% 16,950 $318K
Salem Investment Counselors Inc. 0.01% No change 16,875 $316K
Northwestern Mutual Wealth Management Co. 0.00% Add +55.4% 16,719 $313K
Pathway Financial Advisers, LLC 0.11% Add +12.4% 16,632 $312K
Voloridge Investment Management, LLC 0.00% New 16,602 $311K
Voya Financial Advisors, Inc. 0.04% Add +3.9% 16,919 $310K
Atlantic Union Bankshares Corp 0.03% New 16,216 $304K
Glenmede Trust Co. NA 0.00% Add +3.3% 16,107 $302K
Balentine LLC 0.01% New 16,089 $302K
Stiles Financial Services Inc 0.12% Reduce -13.9% 15,812 $297K
Private Advisor Group, LLC 0.00% Add +17.6% 15,628 $293K
Kraematon Investment Advisors, Inc. 0.29% New 15,603 $293K
Sumitomo Life Insurance Co. 0.01% Reduce -3.4% 15,476 $290K
Secure Asset Management, LLC 0.07% New 15,088 $283K
Jefferies Financial Group Inc. 0.01% New 15,031 $282K
Venture Visionary Partners LLC 0.01% New 14,609 $274K
BTC Capital Management, Inc. 0.03% — 14,599 $274K
Quadrant Capital Group LLC 0.02% Add +42.1% 14,593 $274K
Valeo Financial Advisors, LLC 0.01% New 14,460 $269K
James Investment Research, Inc. 0.03% New 14,247 $267K
Sonora Investment Management Group, LLC 0.02% New 14,213 $266K
Ballentine Partners, LLC 0.01% Add +8.9% 14,178 $266K
William Blair Investment Management, LLC 0.00% New 13,625 $255K
Gilbert & Cook, Inc. 0.03% Add +0.3% 13,620 $255K
Stephens Inc. 0.00% Add +17.5% 13,460 $252K
NEOS Investment Management LLC 0.02% New 13,260 $249K
Fiduciary Trust Co 0.00% Add +0.7% 13,238 $248K
Patton Fund Management, Inc. 0.04% New 13,198 $247K
Aspen Wealth Strategies, LLC 0.17% New 13,195 $247K
Raymond James Trust N.A. 0.01% Add +13.5% 13,136 $246K
Parkside Financial Bank & Trust 0.04% Add +7.3% 13,091 $245K
Cim Investment Management Inc. 0.07% New 13,070 $245K
Allie Family Office LLC 0.14% New 9,340 $245K
Freedom Investment Management, Inc. 0.02% Add +22.4% 12,996 $244K
Meritage Group LP 0.01% New 12,949 $243K
Legacy Capital Group California, Inc. 0.09% New 12,918 $242K
Vestcor Inc 0.01% Add +3.0% 12,930 $242K
Becker Capital Management Inc. 0.01% Reduce -11.9% 12,870 $241K
AIA Group Ltd 0.01% New 12,799 $240K
Aerodigm Wealth, LLC 0.10% New 12,711 $238K
Capstone Investment Advisors, LLC 0.01% New 12,650 $237K
Systematic Portfolios LLC 0.77% Reduce -22.5% 12,434 $233K
HighPoint Advisor Group LLC 0.02% Add +14.2% 11,887 $233K
Quantum Portfolio Management LLC 0.13% New 12,337 $231K
Integrated Advisors Network LLC 0.01% New 12,331 $231K
Hilltop Holdings Inc. 0.03% Add +3.4% 12,248 $230K
Equitable Holdings, Inc. 0.00% Add +3.5% 12,203 $229K
Probity Advisors, Inc. 0.05% Reduce -0.3% 12,155 $228K
Focus Partners Wealth 0.00% New 12,069 $226K
Cullen/Frost Bankers, Inc. 0.00% Reduce -9.9% 11,800 $221K
Parallel Advisors, LLC 0.01% Add +11.2% 11,650 $218K
Focus Partners Advisor Solutions, LLC 0.01% New 11,595 $217K
Investment Management Corp of Ontario 0.01% Reduce -10.9% 11,413 $214K
Provenance Wealth Advisors, LLC 0.03% New 11,399 $214K
HUB Investment Partners, LLC 0.01% New 11,323 $212K
Keynote Financial Services LLC 0.18% — 11,256 $211K
Woodward Diversified Capital, LLC 0.13% Add +10.4% 11,252 $211K
Sowell Financial Services LLC 0.01% New 11,207 $210K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 11,163 $209K
Horizon Investments, LLC 0.01% Add +23.4% 10,938 $205K
Corbyn Investment Management Inc. 0.09% New 10,911 $205K
Howland Capital Management LLC 0.01% Reduce -4.2% 10,745 $201K
WealthTrust Axiom LLC 0.06% New 10,725 $201K
Raleigh Capital Management Inc. 0.09% Reduce -4.8% 10,688 $200K
Profund Advisors LLC 0.01% New 10,678 $200K
Regions Financial Corp. 0.00% New 10,639 $199K
Blair William & Co. 0.00% New 10,535 $198K
Cetera Trust Company, N.A 0.12% Add +135.4% 10,475 $196K
OneDigital Investment Advisors LLC 0.00% New 10,359 $194K
Cannell & Spears LLC 0.00% No change 10,290 $193K
Prudential PLC 0.00% Reduce -69.9% 10,226 $192K
Marcum Wealth, LLC 0.02% New 10,224 $192K
Lincoln National Corp. 0.00% New 10,172 $191K
Huntington National Bank 0.00% Reduce -3.1% 10,074 $189K
NorthRock Partners, LLC 0.01% New 10,024 $188K
Meeder Asset Management Inc. 0.01% New 9,906 $186K
Westpac Banking Corp. 0.01% No change 9,843 $185K
Fernwood Investment Management, LLC 0.05% New 9,526 $179K
TD Private Client Wealth LLC 0.01% Add +25.6% 9,343 $175K
SYSTM Wealth Solutions LLC 0.02% Reduce -30.5% 8,470 $159K
Farther Finance Advisors, LLC 0.01% Add +1.1% 8,498 $158K
GAMMA Investing LLC 0.03% Add +3.6% 8,400 $158K
Trust Co. of Vermont 0.01% Reduce -12.1% 8,223 $154K
Sunbelt Securities, Inc. 0.02% Add +7326.9% 8,021 $150K
Resources Management Corp. /CT/ 0.02% Reduce -19.2% 7,983 $150K
Ameritas Investment Partners, Inc. 0.01% Add +29.6% 7,879 $148K
CIBC Private Wealth Group LLC 0.00% New 7,485 $139K
Concourse Financial Group Securities, Inc. 0.01% Add +1.6% 7,147 $134K
Optimum Investment Advisors 0.06% Add +970.8% 6,746 $126K
Benjamin F. Edwards & Company, Inc. 0.00% Add +75.3% 5,964 $112K
Motco 0.01% Add +20.5% 5,934 $111K
Bessemer Group Inc. 0.00% Add +296.7% 5,959 $111K
Global Retirement Partners, LLC 0.00% Add +442.0% 5,859 $110K
Quent Capital, LLC 0.01% Reduce -1.3% 5,411 $101K
Tompkins Financial Corp. 0.01% New 5,020 $94K
Silvant Capital Management LLC 0.00% No change 4,479 $84K
Private Trust Co. NA 0.01% Add +206.2% 4,265 $80K
Whittier Trust Co. 0.00% Reduce -13.4% 4,192 $79K
MassMutual Private Wealth & Trust, FSB 0.00% Add +75.2% 4,046 $76K
Principal Securities, Inc. 0.00% Add +49.3% 4,044 $76K
Lanark Financial, Inc. 0.01% Add +106.8% 4,020 $75K
Creative Financial Designs Inc. 0.01% Reduce -8.1% 3,998 $75K
Blue Trust, Inc. 0.00% Add +881.6% 3,995 $75K
Bollard Group LLC 0.00% Add +0.0% 3,863 $72K
Steward Partners Investment Advisory, LLC 0.00% Add +48.7% 3,758 $70K
Abich Financial Wealth Management LLC 0.05% Add +28.8% 3,724 $70K
Allianz SE 0.00% — 3,700 $69K
NewEdge Advisors, LLC 0.00% Add +23.0% 3,658 $69K
Federation des caisses Desjardins du Quebec 0.00% Add +43.8% 3,322 $65K
Delta Asset Management LLC 0.01% Add +1219.6% 3,299 $62K
CVA Family Office, LLC 0.01% Add +9.5% 3,229 $61K
Janiczek Wealth Management, LLC 0.01% Add +30470.0% 3,057 $57K
Avior Wealth Management, LLC 0.00% Add +1407.0% 2,999 $56K
BI Asset Management Fondsmaeglerselskab A/S 0.00% Reduce -85.1% 2,995 $56K
Loomis Sayles & Co. L P 0.00% Reduce -24.6% 3,004 $56K
National Bank of Canada 0.00% Reduce -97.8% 2,822 $55K
Lindbrook Capital, LLC 0.01% Add +92.6% 2,925 $55K
Hexagon Capital Partners LLC 0.01% No change 2,908 $55K
Sentry Investment Management LLC 0.02% No change 2,748 $52K
EverSource Wealth Advisors, LLC 0.00% Add +24.0% 2,789 $52K
Pinnacle Bancorp, Inc. 0.02% No change 2,740 $51K
Thompson Investment Management, Inc. 0.01% New 2,696 $51K
Allworth Financial LP 0.00% Add +40.0% 2,624 $49K
Group One Trading LLC 0.00% Reduce -67.0% 2,541 $48K
Benjamin Edwards Inc. 0.01% Reduce -57.4% 2,517 $47K
Gen-Wealth Partners Inc 0.02% — 2,451 $46K
Livforsakringsbolaget Skandia, Omsesidigt 0.00% No change 2,326 $44K
Geneos Wealth Management Inc. 0.00% Add +32.3% 2,257 $42K
Mirova 0.01% No change 2,168 $41K
North Star Investment Management Corp. 0.00% Add +19.4% 2,065 $39K
Smartleaf Asset Management LLC 0.01% Add +1400.7% 2,041 $37K
Hanson & Doremus Investment Management 0.01% New 1,883 $35K
Sandy Spring Bank 0.00% Reduce -28.5% 1,865 $35K
Spire Wealth Management 0.00% Add +67.6% 1,839 $34K
Walleye Trading LLC 0.00% Reduce -96.0% 1,818 $34K
Wiser Advisor Group LLC 0.05% Add +1.7% 1,789 $34K
LGT Financial Advisors LLC 0.04% Add +1.8% 1,766 $33K
UMB Bank, n.a. 0.00% Add +62.8% 1,745 $33K
Beacon Capital Management, LLC 0.01% Add +155.3% 1,731 $32K
Orion Capital Management LLC 0.02% No change 1,700 $32K
Covestor Ltd 0.02% Add +142.4% 1,663 $31K
S.A. Mason LLC 0.02% No change 1,620 $30K
Plante Moran Financial Advisors, LLC 0.00% No change 1,610 $30K
AdvisorNet Financial, Inc 0.00% Add +54.3% 1,600 $30K
City State Bank 0.01% Reduce -24.6% 1,535 $29K
Riverview Trust Co 0.02% New 1,512 $28K
Dagco, Inc. 0.01% Add +59.4% 1,500 $28K
Brown Brothers Harriman & Co. 0.00% Add +11.6% 1,497 $28K
WealthCollab, LLC 0.02% New 1,449 $27K
Barrett & Company, Inc. 0.01% Reduce -36.9% 1,414 $27K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +100.0% 1,400 $26K
MV Capital Management, Inc. 0.00% Reduce -10.2% 1,370 $26K
Bokf, NA 0.00% New 1,374 $25K
Hilltop National Bank 0.01% — 1,300 $24K
Rise Advisors, LLC 0.01% New 1,253 $23K
Monetary Management Group Inc. 0.01% No change 1,200 $23K
HM Payson & Co. 0.00% Add +33.6% 1,069 $20K
Iron Horse Wealth Management, LLC 0.01% No change 1,000 $19K
HHM Wealth Advisors, LLC 0.00% Add +60.8% 981 $18K
Bruce G. Allen Investments, LLC 0.01% Reduce -30.7% 907 $17K
Armstrong Advisory Group, Inc. 0.00% No change 810 $16K
Hazlett, Burt & Watson, Inc. 0.01% No change 800 $16K
Pacifica Partners Inc. 0.01% Reduce -18.8% 866 $15K
Continuum Advisory, LLC 0.00% New 776 $15K
Peoples Bank 0.01% No change 800 $15K
Gould Capital, LLC 0.01% No change 800 $15K
CENTRAL TRUST Co 0.00% No change 791 $15K
CoreCap Advisors, LLC 0.00% New 783 $15K
GHP Investment Advisors, Inc. 0.00% No change 755 $14K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 750 $14K
Crewe Advisors LLC 0.00% New 750 $14K
Dynamic Wealth Strategies, LLC 0.01% Reduce -18.6% 766 $14K
REAP Financial Group, LLC 0.00% Reduce -76.1% 693 $13K
Glass Jacobson Investment Advisors llc 0.00% Add +43.6% 672 $13K
Park Place Capital Corp 0.00% New 670 $13K
Financial Perspectives, Inc 0.00% Reduce -66.3% 649 $12K
IFP Advisors, Inc 0.00% Add +106.5% 632 $12K
Assetmark, Inc. 0.00% Add +9.7% 610 $11K
LRI Investments, LLC 0.00% — 600 $11K
Financial Synergies Wealth Advisors, Inc. 0.00% New 590 $11K
Bell Investment Advisors, Inc 0.00% Add +10.2% 573 $11K
Montag A & Associates Inc. 0.00% No change 518 $10K
Duncker Streett & Co. Inc. 0.00% Reduce -67.7% 500 $9K
Quarry LP 0.00% Reduce -56.9% 497 $9K
Smithfield Trust Co 0.00% New 471 $9K
ICA Group Wealth Management, LLC 0.00% Reduce -51.1% 470 $9K
Fortis Group Advisors, LLC 0.00% Reduce -50.0% 465 $9K
Mather Group, Llc. 0.00% New 417 $8K
First PREMIER Bank 0.00% No change 400 $8K
Valley National Advisers Inc. 0.00% Add +24.9% 477 $8K
Farmers & Merchants Investments Inc. 0.00% Add +19.4% 424 $8K
Kiely Wealth Advisory Group, Inc. 0.00% No change 400 $8K
Caldwell Sutter Capital, Inc. 0.00% New 400 $8K
Venturi Wealth Management, LLC 0.00% Add +3.6% 373 $7K
Private Wealth Management Group, LLC 0.00% Add +58.9% 367 $7K
Arax Advisory Partners 0.00% Add +116.6% 366 $7K
Center for Financial Planning, Inc. 0.00% New 363 $7K
Front Row Advisors LLC 0.00% New 344 $6K
Investors Research Corp 0.00% No change 287 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -96.8% 284 $5K
Private Ocean, LLC 0.00% No change 271 $5K
Coston, McIsaac & Partners 0.00% New 308 $5K
Towne Trust Company, N.A 0.00% New 250 $5K
Addison Advisors LLC 0.00% Reduce -92.2% 245 $5K
St Germain D J Co. Inc. 0.00% No change 244 $5K
MCF Advisors LLC 0.00% Reduce -0.4% 243 $5K
Zions Bancorporation, N.A. 0.00% Add +149.5% 237 $4K
Global Trust Asset Management, LLC 0.00% No change 230 $4K
First Personal Financial Services 0.00% New 230 $4K
Concord Wealth Partners 0.00% New 230 $4K
Rosenberg Matthew Hamilton 0.00% No change 225 $4K
Horizon Bancorp Inc. 0.00% No change 219 $4K
Creative Capital Management Investments LLC 0.00% No change 210 $4K
Clearstead Trust, LLC 0.00% No change 200 $4K
Manchester Capital Management LLC 0.00% No change 200 $4K
Carmichael Hill & Associates, Inc. 0.00% New 195 $4K
Cornerstone Planning Group LLC 0.00% Reduce -32.9% 192 $4K
PSI Advisors, LLC 0.00% Reduce -74.6% 170 $3K
Princeton Global Asset Management LLC 0.00% Add +1.8% 168 $3K
Your Advocates Ltd., LLP 0.00% New 150 $3K
Versant Capital Management, Inc 0.00% Add +5.4% 136 $3K
Fortitude Family Office, LLC 0.00% New 132 $2K
Oakworth Capital, Inc. 0.00% New 111 $2K
St. Johns Investment Management Company, LLC 0.00% No change 110 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 104 $2K
Sachetta, LLC 0.00% No change 82 $2K
Eukles Asset Management 0.00% No change 86 $2K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -9.1% 80 $2K
Boyd Watterson Asset Management LLC 0.00% No change 78 $1K
Raffa Wealth Management, LLC 0.00% Reduce -35.9% 75 $1K
Cassady Schiller Wealth Management, LLC 0.00% No change 71 $1K
Laurel Wealth Advisors LLC 0.00% New 68 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 67 $1K
JFS Wealth Advisors, LLC 0.00% No change 67 $1K
Larson Financial Group LLC 0.00% Add +1.6% 63 $1K
Planning Capital Management Corp 0.00% Reduce -85.0% 60 $1K
Avion Wealth 0.00% Reduce -50.0% 31 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -82.1% 54 $1K
Trifecta Capital Advisors, LLC 0.00% No change 50 $938
Dunhill Financial, LLC 0.00% Add +17.9% 46 $866
Gradient Investments LLC 0.00% Reduce -85.6% 44 $825
Colonial Trust Advisors 0.00% Reduce -91.8% 33 $614
TFC Financial Management, Inc. 0.00% Add +10.7% 31 $582
Creekmur Asset Management LLC 0.00% New 31 $581
Castleview Partners, LLC 0.00% No change 24 $450
Archer Investment Corp 0.00% No change 16 $300
SJS Investment Consulting Inc. 0.00% New 13 $244
Carolinas Wealth Consulting LLC 0.00% Reduce -99.0% 10 $188
Caitlin John, LLC 0.00% No change 7 $125
Financial Management Professionals, Inc. 0.00% New 24 $0

"% of holder's portfolio" is DOC's weight in each manager's 13F, not the share of Healthpeak Properties Inc. the manager owns.