Healthpeak PropertiesDOC

13F holders, Q3 2025 (September 30)
751holders +19
95new positions
76sold out
7famous investors
$19.14avg. 13F price*

At the end of Q3 2025, 751 institutions reported holding Healthpeak Properties Inc. (DOC) in their 13F filings, up 19 from Q2 2025. 95 opened new positions and 76 sold out. The largest holders were Vanguard Group Inc. ($2.1B), BlackRock, Inc. ($1.4B) and State Street Corp. ($947.9M). 7 famous investors held it, including Ken Griffin (0.1% of Citadel Advisors's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$143.6M
Exits76$181.9M

All 13F filers, Q2 2025 → Q3 2025: 55,058,844 shares bought and 49,718,704 shares sold, net +5,340,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 751 holders

Vanguard Group Inc. 0.03% Reduce -1.9% 109,356,310 $2.1B
BlackRock, Inc. 0.02% Reduce -1.6% 73,005,615 $1.4B
State Street Corp. 0.03% Add +1.8% 49,498,109 $947.9M
JPMorgan Chase & Co. 0.03% Add +41.0% 28,236,534 $540.7M
Principal Financial Group Inc. 0.26% Reduce -3.2% 26,984,868 $516.8M
Fuller & Thaler Asset Management, Inc. 1.62% Add +7.5% 24,872,204 $476.3M
Geode Capital Management, LLC 0.02% Add +1.8% 19,410,767 $370.3M
Invesco Ltd. 0.05% Reduce -21.8% 16,650,764 $318.9M
Centersquare Investment Management LLC 2.72% Reduce -4.3% 14,127,673 $270.5M
Morgan Stanley 0.01% Add +4.5% 12,179,836 $233.2M
Charles Schwab Investment Management Inc. 0.03% Add +0.6% 10,583,381 $202.7M
Cullen Capital Management, LLC 2.14% Add +6.7% 10,232,875 $196.0M
Dimensional Fund Advisors LP 0.04% Add +4.1% 10,228,560 $195.9M
Northern Trust Corp. 0.03% Reduce -14.9% 10,208,710 $195.5M
Bank of America Corp. 0.01% Add +28.5% 9,936,934 $190.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +694.6% 8,016,692 $153.5M
PGGM Investments 2.29% No change 7,374,728 $141.2M
American Century Companies Inc. 0.07% Add +3.8% 6,995,525 $134.0M
Bank of New York Mellon Corp 0.02% Add +8.4% 6,754,147 $129.3M
Citadel Advisors 0.10% Add +83.5% 6,625,882 $126.9M
Legal & General Group Plc 0.03% Reduce -21.0% 6,470,244 $123.9M
CBRE Investment Management Listed Real Assets LLC 1.59% Add +25.0% 5,802,340 $111.1M
Equity Investment Corp. 2.14% Add +209.6% 5,330,948 $102.1M
LPL Financial LLC 0.03% Add +11.5% 4,785,943 $91.7M
Goldman Sachs Group Inc. 0.01% Reduce -33.7% 4,159,327 $79.7M
FMR LLC 0.00% Add +24.5% 4,158,604 $79.6M
Envestnet Asset Management Inc. 0.02% Add +30.3% 3,906,824 $74.8M
Deutsche Bank AG 0.02% Add +0.7% 3,627,955 $69.5M
Brandywine Global Investment Management, LLC 0.45% New 3,384,904 $64.8M
Douglas Lane & Associates, LLC 0.89% Add +9.0% 3,350,540 $64.2M
UBS Group AG 0.01% Add +33.6% 3,349,298 $64.1M
Russell Investments Group, Ltd. 0.07% Add +176.4% 3,063,569 $58.7M
HSBC Holdings PLC 0.03% Add +36.2% 3,045,208 $58.3M
Amundi 0.02% Reduce -30.1% 2,947,358 $56.7M
Nuveen, LLC 0.01% Reduce -48.5% 2,813,187 $53.9M
Ameriprise Financial Inc. 0.01% Reduce -53.3% 2,655,875 $49.6M
Prudential Financial Inc. 0.06% Reduce -14.8% 2,439,428 $46.7M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -4.8% 2,337,278 $44.8M
Schroder Investment Management Group 0.03% Reduce -3.7% 2,304,228 $43.8M
CI Investments Inc. 0.16% Reduce -21.8% 2,279,229 $43.6M
APG Asset Management US Inc. 0.32% No change 2,273,351 $43.6M
First Trust Advisors LP 0.03% Reduce -7.4% 2,187,838 $41.9M
STRS Ohio 0.15% Add +0.7% 2,166,749 $41.5M
Raymond James Financial Inc. 0.01% Add +54.9% 2,159,821 $41.4M
Swiss National Bank 0.02% Reduce -5.3% 2,003,016 $38.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +7.0% 1,935,397 $37.1M
GW&K Investment Management, LLC 0.28% Reduce -5.0% 1,658,196 $31.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.05% Add +0.3% 1,600,436 $30.6M
Systematic Financial Management LP 0.73% Add +0.5% 1,562,754 $29.9M
Barclays PLC 0.01% Add +7.0% 1,495,525 $28.6M
CANADA LIFE ASSURANCE Co 0.04% Add +1.7% 1,420,107 $27.0M
Advisors Capital Management, LLC 0.34% New 1,404,695 $26.9M
Crawford Investment Counsel Inc. 0.44% Reduce -0.6% 1,397,751 $26.8M
Rhumbline Advisers 0.02% Reduce -4.3% 1,395,093 $26.7M
Asset Management One Co., Ltd. 0.08% Reduce -4.8% 1,389,655 $26.6M
Adelante Capital Management LLC 1.77% Add +69.2% 1,305,556 $26.5M
Van Lanschot Kempen Investment Management N.V. 0.23% Reduce -31.8% 1,337,105 $25.6M
BNP Paribas Financial Markets 0.02% Reduce -16.1% 1,329,625 $25.5M
Royal Bank of Canada 0.00% Add +9.1% 1,327,936 $25.4M
California Public Employees Retirement System 0.01% Add +2.9% 1,300,988 $24.9M
Aberdeen Group plc 0.04% Reduce -31.4% 1,301,692 $24.8M
Macquarie Group Ltd. 0.03% Add +2.5% 1,260,619 $24.1M
Wells Fargo & Company 0.00% Add +41.6% 1,259,320 $24.1M
Nomura Asset Management Co. Ltd. 0.06% Add +2.2% 1,238,069 $23.7M
1832 Asset Management L.P. 0.04% Reduce -10.0% 1,232,835 $23.6M
Citigroup Inc. 0.02% Reduce -6.7% 1,216,663 $23.3M
Public Employees Retirement System of Ohio 0.07% Reduce -1.8% 1,199,162 $23.0M
Verition Fund Management LLC 0.14% Add +242.2% 1,195,452 $22.9M
Alliancebernstein L.P. 0.01% Reduce -0.9% 1,086,637 $20.8M
Millennium Management 0.02% Add +168.1% 1,047,611 $20.1M
Oppenheimer Asset Management Inc. 0.22% Reduce -4.1% 1,021,107 $19.6M
Zacks Investment Management 0.15% Reduce -0.1% 1,016,040 $19.5M
Heitman Real Estate Securities LLC 1.32% Add +4697.8% 1,012,279 $19.4M
T. Rowe Price Associates Inc. 0.00% Reduce -0.3% 1,010,271 $19.3M
AXA Investment Managers S.A. 0.05% — 938,278 $18.0M
Foresight Group Ltd Liability Partnership 2.65% Reduce -18.6% 934,955 $17.8M
M&T Bank Corp 0.06% Reduce -13.3% 922,501 $17.7M
Janney Montgomery Scott LLC 0.04% Add +13.9% 920,317 $17.6M
Robeco Institutional Asset Management B.V. 0.02% Add +0.6% 886,001 $17.0M
California State Teachers Retirement System 0.02% Add +0.2% 840,553 $16.1M
Sei Investments Co. 0.02% Reduce -5.4% 796,897 $15.3M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -0.0% 788,774 $15.1M
Marshall Wace, LLP 0.02% Add +58.3% 756,528 $14.5M
SummitTX Capital, L.P. 0.58% Reduce -29.3% 730,991 $14.0M
Andra AP-fonden 0.18% Reduce -13.4% 724,300 $13.9M
DAVENPORT & Co LLC 0.07% Add +10.2% 688,841 $13.2M
Man Group plc 0.03% Reduce -43.0% 682,637 $13.1M
Allianz Asset Management GmbH 0.02% Reduce -28.7% 676,624 $13.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +31.0% 670,350 $12.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% Reduce -21.7% 666,645 $12.8M
Brookstone Capital Management 0.15% Add +16.1% 657,647 $12.6M
State Board of Administration of Florida Retirement System 0.02% Add +3.0% 649,996 $12.4M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -33.6% 642,517 $12.3M
Adage Capital Partners Gp, L.L.C. 0.02% Reduce -0.6% 632,643 $12.1M
Presima Securities ULC 3.31% Reduce -14.0% 629,429 $12.1M
Quantinno Capital Management LP 0.03% Add +72.5% 609,038 $11.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.3% 600,548 $11.5M
Aviva PLC 0.02% Add +0.8% 598,568 $11.5M
Bank of Montreal 0.00% Add +16.8% 582,837 $11.2M
New York State Teachers Retirement System 0.02% Reduce -0.3% 579,841 $11.1M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 564,538 $10.8M
Susquehanna Fundamental Investments, LLC 0.42% Reduce -25.1% 559,662 $10.7M
Altrinsic Global Advisors LLC 0.39% Reduce -1.5% 545,634 $10.4M
Retirement Systems of Alabama 0.03% Reduce -0.1% 543,671 $10.4M
Lasalle Investment Management Securities LLC 0.40% Add +12.6% 533,956 $10.2M
Susquehanna Portfolio Strategies, LLC 0.16% No change 533,635 $10.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.8% 514,524 $9.8M
Calamos Advisors LLC 0.06% No change 511,755 $9.8M
Tudor Investment Corporation 0.07% Add +1688.8% 509,799 $9.8M
Renaissance Technologies 0.01% Reduce -21.2% 505,968 $9.7M
Squarepoint Ops LLC 0.02% Add +10.2% 496,263 $9.5M
Victory Capital Management Inc. 0.01% Add +0.6% 494,836 $9.5M
Cambridge Investment Research Advisors, Inc. 0.03% Add +21.6% 479,182 $9.2M
Comerica Bank 0.03% Add +3.7% 477,410 $9.1M
Gotham Asset Management 0.04% Add +159.7% 474,822 $9.1M
Natixis Advisors, LLC 0.01% Add +124.4% 462,536 $8.9M
Davis Selected Advisers 0.04% Add +14.8% 446,866 $8.6M
Truist Financial Corp. 0.01% Add +12.2% 437,816 $8.4M
National Bank of Canada 0.01% Reduce -10.4% 435,183 $8.3M
Alyeska Investment Group, L.P. 0.03% New 434,962 $8.3M
Toronto Dominion Bank 0.02% Reduce -0.9% 424,200 $8.1M
Pictet Asset Management Holding SA 0.01% Reduce -52.3% 423,535 $8.1M
Baird Financial Group, Inc. 0.01% Add +4.6% 421,038 $8.1M
Foster Victor Wealth Advisors, LLC 0.50% Add +6.9% 416,118 $8.1M
Resona Asset Management Co.,Ltd. 0.04% Add +7.1% 423,138 $8.1M
Forsta Ap-Fonden 0.05% Add +66.9% 416,500 $8.0M
State of Alaska, Department of Revenue 0.08% Reduce -0.8% 413,911 $7.9M
Mediolanum International Funds Ltd 0.08% Add +0.8% 413,437 $7.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -2.8% 407,525 $7.8M
Cetera Investment Advisers 0.01% Add +74.1% 405,430 $7.8M
Assetmark, Inc. 0.02% Add +8686.8% 399,358 $7.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -0.2% 394,277 $7.6M
DekaBank Deutsche Girozentrale 0.01% No change 395,393 $7.5M
State of Wisconsin Investment Board 0.02% Reduce -1.9% 389,220 $7.5M
Danske Bank A/S 0.02% Add +4.8% 386,980 $7.4M
Van Eck Associates Corp. 0.01% Add +8.6% 374,013 $7.2M
Daiwa Securities Group Inc. 0.02% Add +3.1% 365,727 $7.0M
Franklin Resources Inc. 0.00% Reduce -19.6% 358,343 $6.9M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -3.6% 354,653 $6.8M
TD Asset Management Inc 0.01% Reduce -11.9% 340,392 $6.5M
APG Asset Management N.V. 0.02% Add +3.1% 399,300 $6.5M
Cornerstone Capital, Inc. 0.64% Add +6.8% 339,238 $6.5M
Achmea Investment Management B.V. 0.08% No change 339,212 $6.5M
Stifel Financial Corp. 0.01% Add +0.4% 339,120 $6.5M
New York State Common Retirement Fund 0.01% Reduce -5.1% 333,676 $6.4M
Lightrock Netherlands B.V. 1.64% Reduce -1.3% 385,521 $6.3M
UniSuper Management Pty Ltd 0.04% Add +3.5% 323,519 $6.2M
Osaic Holdings, Inc. 0.01% Add +10.9% 327,022 $6.2M
Northside Capital Management, LLC 0.56% New 319,758 $6.1M
Mitsubishi UFJ Trust & Banking Corp 0.01% Add +7.4% 319,675 $6.1M
Vert Asset Management LLC 2.05% Add +7.0% 318,587 $6.1M
Treasurer of the State of North Carolina 0.02% Reduce -3.8% 311,647 $6.0M
MML Investors Services, LLC 0.02% Add +60.0% 306,314 $5.9M
CIBC Bancorp USA Inc. 0.03% — 278,511 $5.3M
Ontario Teachers Pension Plan Board 0.13% Add +25.6% 276,439 $5.3M
Orion Porfolio Solutions, LLC 0.04% Add +9.2% 266,833 $5.1M
AQR Capital Management 0.00% Reduce -14.4% 264,166 $5.0M
Metis Global Partners, LLC 0.12% Add +15.9% 262,494 $5.0M
Marathon Capital Management 1.15% Reduce -1.4% 260,066 $5.0M
Investment Management Corp of Ontario 0.07% Add +6.4% 256,623 $4.9M
Cibc World Market Inc. 0.01% New 255,000 $4.9M
IFM Investors Pty Ltd 0.04% Add +0.9% 255,395 $4.8M
Voya Investment Management LLC 0.01% Reduce -33.0% 252,360 $4.8M
LSV Asset Management 0.01% Add +54.2% 248,643 $4.8M
Morningstar Investment Management LLC 0.17% New 247,933 $4.7M
Storebrand Asset Management As 0.01% Reduce -5.3% 246,625 $4.7M
Handelsbanken Fonder AB 0.01% Add +48.7% 238,700 $4.6M
Tocqueville Asset Management L.P. 0.07% Reduce -2.3% 237,470 $4.5M
Guggenheim Capital LLC 0.03% Add +9.1% 237,088 $4.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Reduce -5.2% 233,809 $4.5M
Credit Agricole S A 0.01% — 231,610 $4.4M
Mutual of America Capital Management LLC 0.05% Reduce -1.2% 227,460 $4.4M
NewSquare Capital LLC 0.29% Reduce -0.7% 222,127 $4.3M
KLP Kapitalforvaltning As 0.02% Reduce -15.5% 220,719 $4.2M
Clean Yield Group 1.19% Reduce -7.2% 220,052 $4.2M
Sophron Capital Management L.P. 1.29% Reduce -10.5% 218,281 $4.2M
Lansforsakringar Fondforvaltning AB (publ) 0.02% Reduce -5.4% 217,722 $4.2M
ProShare Advisors LLC 0.01% Add +0.8% 216,322 $4.1M
Natixis 0.02% Add +721.4% 208,810 $4.0M
Keybank National Association 0.01% Reduce -58.3% 207,706 $4.0M
Worldquant Millennium Advisors LLC 0.02% Reduce -67.3% 207,323 $4.0M
Pensionfund PDN 2.55% No change 205,473 $3.9M
Arizona State Retirement System 0.02% Add +0.1% 204,494 $3.9M
Independent Financial Group, LLC 0.09% Add +15.1% 203,897 $3.9M
Creative Planning 0.00% Add +29.4% 203,374 $3.9M
Peapack Gladstone Financial Corp. 0.05% Add +94.2% 199,274 $3.8M
Alpha Omega Wealth Management LLC 0.61% New 192,493 $3.7M
Nissay Asset Management Corp. /Japan 0.02% Reduce -1.1% 191,985 $3.7M
MetLife Investment Management, LLC 0.02% Reduce -2.5% 191,842 $3.7M
HighTower Advisors, LLC 0.00% Add +3.8% 189,986 $3.6M
Intact Investment Management Inc. 0.11% No change 188,200 $3.6M
State of Michigan Retirement System 0.02% Reduce -0.5% 187,993 $3.6M
Nisa Investment Advisors, LLC 0.01% Add +2.0% 182,357 $3.5M
Rockefeller Capital Management L.P. 0.01% Add +16.5% 182,093 $3.5M
Holocene Advisors, LP 0.01% Add +2.0% 182,047 $3.5M
Westpac Banking Corp. 0.21% No change 178,189 $3.4M
Czech National Bank 0.02% Add +4.0% 176,496 $3.4M
Jackson Hole Capital Partners, LLC 0.58% Add +9.5% 176,230 $3.4M
Cerity Partners LLC 0.01% Reduce -0.5% 175,906 $3.4M
HRT Financial LP 0.01% New 173,898 $3.3M
FIL Ltd 0.00% Add +781.2% 169,829 $3.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Add +3.9% 166,808 $3.2M
Korea Investment CORP 0.01% Reduce -69.4% 162,920 $3.1M
Susquehanna International Group, LLP 0.00% Reduce -19.6% 162,901 $3.1M
Nuance Investments, LLC 0.32% Reduce -23.7% 161,536 $3.1M
State of Tennessee, Department of Treasury 0.01% No change 161,534 $3.1M
Wolff Wiese Magana LLC 1.74% Reduce -14.5% 160,342 $3.1M
Swedbank AB 0.00% Add +71.9% 159,215 $3.0M
Aristotle Capital Boston, LLC 0.16% Add +16.9% 158,529 $3.0M
Sequoia Financial Advisors, LLC 0.02% Add +11.9% 155,399 $3.0M
NorthCoast Asset Management LLC 0.01% Add +26.6% 155,009 $3.0M
Sfmg, LLC 0.20% Add +4.2% 152,122 $2.9M
Public Sector Pension Investment Board 0.01% Add +4.8% 149,888 $2.9M
Meiji Yasuda Asset Management Co Ltd. 0.14% Add +5.2% 149,073 $2.9M
Meridian Investment Counsel Inc. 0.70% Add +21.5% 148,710 $2.8M
NFJ Investment Group, LLC 0.10% No change 145,007 $2.8M
NEOS Investment Management LLC 0.02% Add +73.6% 144,406 $2.8M
Xponance LLC 0.02% Reduce -4.4% 144,240 $2.8M
D.A. Davidson & Co. 0.02% Add +37.5% 144,054 $2.8M
Bokf, NA 0.04% Reduce -0.9% 141,978 $2.7M
Wealthedge Investment Advisors, LLC 1.02% Reduce -13.8% 141,332 $2.7M
Prudential PLC 0.02% Reduce -41.6% 141,295 $2.7M
Generali Asset Management SPA SGR 0.06% Add +1.3% 140,131 $2.7M
DNB Asset Management AS 0.01% Reduce -0.2% 139,373 $2.7M
Wellington Management Group LLP 0.00% Add +2.4% 139,169 $2.7M
Sarasin & Partners LLP 0.03% Reduce -68.5% 139,299 $2.6M
New Age Alpha Advisors, LLC 0.11% Reduce -8.7% 137,205 $2.6M
Oppenheimer & Co. Inc. 0.03% Add +518.5% 136,291 $2.6M
ASR Vermogensbeheer N.V. 0.03% Reduce -1.0% 134,414 $2.6M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -10.6% 133,449 $2.6M
OMERS ADMINISTRATION Corp 0.02% No change 131,864 $2.5M
Amalgamated Bank 0.02% Reduce -2.0% 131,723 $2.5M
Ensign Peak Advisors, Inc 0.00% Reduce -40.6% 131,089 $2.5M
Skandinaviska Enskilda Banken AB (publ) 0.01% Reduce -8.7% 130,373 $2.5M
Munich Reinsurance Co Stock Corp in Munich 0.06% — 124,622 $2.4M
Landscape Capital Management, L.L.C. 0.15% Add +557.0% 122,063 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +10.1% 121,394 $2.3M
Mackenzie Financial Corp. 0.00% Add +38.7% 120,027 $2.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.3% 120,053 $2.3M
Associated Banc-Corp 0.06% Reduce -4.9% 119,083 $2.3M
Swiss Life Asset Management Ltd 0.01% Reduce -18.1% 118,803 $2.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -84.8% 115,940 $2.2M
Twin Tree Management, LP 0.10% Reduce -45.4% 115,279 $2.2M
Utah Retirement Systems 0.02% No change 114,807 $2.2M
Candriam S.C.A. 0.01% Reduce -9.9% 113,654 $2.2M
Tredje AP-fonden 0.02% Add +67.4% 112,719 $2.2M
Police & Firemen's Retirement System of New Jersey 0.02% Add +5.5% 111,710 $2.1M
Brevan Howard Capital Management LP 0.03% Add +160.2% 107,864 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -4.0% 105,735 $2.0M
KBC Group NV 0.00% Add +0.8% 104,578 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -14.2% 103,915 $2.0M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.01% Reduce -9.1% 99,872 $1.9M
Edgestream Partners, L.P. 0.06% New 99,797 $1.9M
Pathstone Holdings, LLC 0.01% Add +3.8% 97,992 $1.9M
Groupama Asset Managment 0.03% Reduce -28.6% 96,582 $1.8M
Measured Risk Portfolios, Inc. 1.97% Add +1.0% 95,188 $1.8M
Pensionfund Sabic 0.50% Reduce -5.0% 94,755 $1.8M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Reduce -6.9% 100,500 $1.8M
New York Life Investment Management LLC 0.02% Reduce -0.2% 94,134 $1.8M
Harvest Portfolios Group Inc. 0.03% Add +2.5% 93,824 $1.8M
Rafferty Asset Management, LLC 0.01% Add +6.1% 93,457 $1.8M
Vident Advisory, LLC 0.02% Reduce -5.9% 93,394 $1.8M
Sanctuary Advisors, LLC 0.01% Add +77.2% 92,910 $1.8M
MFG Wealth Management, Inc. 1.34% Reduce -27.4% 92,581 $1.8M
CIBC Asset Management Inc 0.01% Add +0.1% 92,460 $1.8M
Woodline Partners LP 0.01% Add +22.2% 91,842 $1.8M
Advisors Management Group Inc. 0.31% Reduce -1.4% 91,585 $1.8M
Teacher Retirement System of Texas 0.01% Reduce -14.2% 91,036 $1.7M
Elo Mutual Pension Insurance Co 0.03% New 89,818 $1.7M
Hantz Financial Services, Inc. 0.03% Reduce -3.8% 88,996 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -3.2% 86,605 $1.7M
Avanza Fonder AB 0.04% Add +56.5% 85,799 $1.6M
Y-Intercept (Hong Kong) Ltd 0.04% Add +79.0% 82,933 $1.6M
Bank of Nova Scotia 0.00% Add +13.7% 82,785 $1.6M
Penserra Capital Management LLC 0.02% Add +3.4% 82,617 $1.6M
Trust Co. of Toledo NA 0.16% Add +8859.2% 82,425 $1.6M
Atria Investments, Inc 0.02% Add +64.3% 80,736 $1.5M
Argent Advisors, Inc. 0.45% New 80,199 $1.5M
OP Asset Management Ltd 0.02% No change 80,127 $1.5M
Accordant Advisory Group Inc 1.04% Add +0.9% 79,998 $1.5M
Berkeley Capital Partners, LLC 0.36% Reduce -4.6% 79,993 $1.5M
Marks Group Wealth Management, Inc 0.14% New 79,564 $1.5M
Oregon Public Employees Retirement Fund 0.02% Add +32.4% 79,422 $1.5M
S-Bank Fund Management Ltd 0.20% Reduce -1.3% 79,082 $1.5M
Allworth Financial LP 0.01% Add +11.0% 77,554 $1.5M
Paralel Advisors LLC 0.06% Add +44.4% 74,763 $1.4M
Redwood Investment Management, LLC 0.15% Reduce -23.0% 73,232 $1.4M
Merit Financial Group, LLC 0.01% Add +13.9% 70,472 $1.3M
Norinchukin Bank, The 0.02% Add +0.3% 68,650 $1.3M
Corient Private Wealth LP 0.00% Reduce -34.1% 67,880 $1.3M
Captrust Financial Advisors 0.00% Reduce -10.9% 67,840 $1.3M
Vanderbilt University 0.21% New 65,939 $1.3M
Wealthfront Advisers LLC 0.00% Reduce -70.2% 64,553 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.8% 64,256 $1.2M
Nordea Investment Management AB 0.00% Reduce -98.4% 64,127 $1.2M
Diversify Advisory Services, LLC 0.04% Add +9.1% 68,584 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -57.1% 63,295 $1.2M
Intrua Financial, LLC 0.14% Add +1.6% 63,290 $1.2M
Ossiam 0.02% Reduce -1.8% 62,828 $1.2M
Choreo, LLC 0.02% Add +401.1% 61,970 $1.2M
Public Employees Retirement Association of Colorado 0.00% No change 61,832 $1.2M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.08% Reduce -26.9% 60,816 $1.2M
Janus Henderson Group PLC 0.00% Reduce -13.9% 60,715 $1.2M
Twin City Private Wealth, LLC 0.90% New 59,945 $1.1M
Consolidated Portfolio Review Corp 0.14% Add +9.6% 59,631 $1.1M
Harbour Investments, Inc. 0.03% Add +11.6% 58,085 $1.1M
Focus Partners Wealth 0.00% Reduce -29.8% 56,553 $1.1M
Inspire Advisors, LLC 0.10% Add +8.2% 56,348 $1.1M
&partners 0.01% Add +78.1% 55,811 $1.1M
Pacer Advisors, Inc. 0.00% Reduce -1.4% 55,429 $1.1M
Arkadios Wealth Advisors 0.03% Add +16.4% 55,279 $1.1M
Teachers Retirement System of the State of Kentucky 0.01% No change 54,757 $1.0M
Principal Securities, Inc. 0.02% Add +1113.1% 53,924 $1.0M
Mirador Capital Partners LP 0.15% Add +47.4% 53,533 $1.0M
Kestra Advisory Services, LLC 0.00% Reduce -43.2% 52,353 $1.0M
Fifth Third Bancorp 0.00% Reduce -11.5% 52,189 $999K
Fortem Financial Group, LLC 0.28% Reduce -5.3% 51,716 $990K
Baillie Gifford & Co. 0.00% No change 51,493 $986K
United Capital Financial Advisors, LLC 0.01% Reduce -16.1% 51,139 $979K
Caisse Des Depots Et Consignations 0.04% Reduce -72.9% 50,177 $961K
Summit Trail Advisors, LLC 0.01% Add +260.9% 48,774 $934K
Caisse de depot et placement du Quebec 0.00% Reduce -17.2% 48,567 $930K
US Bancorp \de 0.00% Reduce -9.7% 47,618 $912K
Ostrum Asset Management 0.04% Add +45.1% 47,424 $908K
Mizuho Securities USA LLC 0.02% Add +5.4% 50,614 $908K
Brown Advisory Inc. 0.00% Reduce -1.0% 46,301 $887K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -4.5% 46,098 $883K
SG Americas Securities, LLC 0.00% Reduce -50.8% 45,895 $879K
Neo Ivy Capital Management 0.21% Add +6845.5% 45,632 $874K
Farther Finance Advisors, LLC 0.01% Add +219.6% 45,385 $869K
Global Retirement Partners, LLC 0.02% Add +502.7% 45,086 $863K
MIdWestOne Financial Group, Inc. 0.10% Reduce -79.7% 45,015 $862K
Meiji Yasuda Life Insurance Co 0.02% Add +15.5% 44,836 $859K
Samalin Investment Counsel, LLC 0.30% Add +9.3% 44,810 $858K
SteelPeak Wealth, LLC 0.03% Reduce -20.4% 44,522 $853K
Nicholas Hoffman & Company, LLC. 0.02% Add +2.7% 44,271 $848K
Kentucky Retirement Systems 0.02% Reduce -2.8% 43,518 $833K
DoubleLine ETF Adviser LP 0.25% Add +5.8% 43,232 $828K
Sterling Capital Management LLC 0.01% Reduce -7.1% 42,858 $821K
Allstate Corp. 0.02% Add +159.8% 42,817 $820K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -12.1% 42,577 $815K
Naviter Wealth, LLC 0.09% Reduce -4.8% 42,560 $815K
Romano Brothers and Company 0.09% Add +25.9% 42,286 $804K
Ameritas Investment Partners, Inc. 0.02% Reduce -6.6% 41,612 $797K
Commerzbank Aktiengesellschaft 0.02% No change 41,436 $794K
Mgo One Seven LLC 0.02% Add +104.0% 40,955 $784K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.8% 40,674 $779K
Hartford Investment Management Co. 0.02% Reduce -2.6% 40,371 $773K
Kentucky Trust Co 0.41% Add +0.8% 39,914 $764K
Fairtree Asset Management (Pty) Ltd 0.50% No change 39,861 $763K
Advisory Services Network, LLC 0.01% Reduce -0.8% 39,857 $763K
Harrington Investments, INC 0.38% No change 39,601 $758K
Private Advisor Group, LLC 0.00% Add +184.3% 39,019 $747K
Shufro Rose & Co. LLC 0.06% No change 35,968 $727K
Nomura Holdings Inc. 0.00% New 37,807 $724K
Quadrant Capital Group LLC 0.02% Add +1.9% 37,650 $721K
GeoWealth Management, LLC 0.03% Add +54.5% 37,490 $718K
Jump Financial, LLC 0.01% New 37,283 $714K
O'shaughnessy Asset Management, LLC 0.00% Add +2.3% 37,032 $709K
Kingsview Wealth Management, LLC 0.01% New 36,767 $704K
Stephens Inc. 0.01% Add +154.3% 36,681 $702K
Quadcap Wealth Management, LLC 0.08% Reduce -2.2% 36,566 $700K
Louisiana State Employees Retirement System 0.01% Reduce -0.5% 36,500 $699K
Mercer Global Advisors Inc. 0.00% Add +17.4% 35,807 $686K
Legacy Capital Group California, Inc. 0.17% Add +75.5% 35,181 $674K
Maryland State Retirement & Pension System 0.01% Add +7.3% 35,035 $671K
NewEdge Wealth, LLC 0.01% Add +164.0% 37,181 $664K
Coldstream Capital Management Inc. 0.01% Add +16.8% 34,646 $663K
Carret Asset Management, LLC 0.06% Reduce -1.6% 33,909 $649K
Lee Danner & Bass Inc. 0.05% Reduce -4.3% 33,812 $648K
Securian Asset Management, Inc. 0.02% Reduce -7.6% 33,560 $643K
Concurrent Investment Advisors, LLC 0.01% Add +15.8% 32,299 $619K
Ethic Inc. 0.01% Reduce -35.2% 32,085 $614K
Cwm, LLC 0.00% Add +3.6% 31,937 $612K
Pathway Financial Advisers, LLC 0.18% Add +11.8% 31,853 $610K
Symphony Financial, Ltd. Co. 0.07% Add +23.5% 31,738 $603K
New Mexico Educational Retirement Board 0.02% Reduce -4.0% 31,400 $601K
VestGen Advisors, LLC 0.02% Add +11.3% 31,174 $597K
HB Wealth Management, LLC 0.00% Add +29.0% 31,088 $595K
Connable Office Inc. 0.06% Add +8.4% 31,041 $594K
Gulf International Bank (UK) Ltd 0.02% Reduce -4.1% 30,954 $593K
Royal London Asset Management Ltd. 0.00% Reduce -89.1% 30,937 $592K
Capital Investment Advisory Services, LLC 0.05% Reduce -1.6% 30,805 $590K
National Pension Service 0.00% Add +170.6% 30,635 $587K
Caprock Group, LLC 0.01% — 32,655 $586K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +0.1% 29,963 $574K
E. Ohman J:or Asset Management AB 0.01% No change 29,545 $566K
Allspring Global Investments Holdings, LLC 0.00% Reduce -4.5% 29,178 $560K
Arete Wealth Advisors, LLC 0.03% Reduce -0.1% 29,047 $556K
Verdence Capital Advisors LLC 0.03% Add +2.6% 28,938 $552K
HighPoint Advisor Group LLC 0.03% Add +7.5% 28,798 $551K
Bayforest Capital Ltd 0.26% Add +14.0% 28,756 $551K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +23.1% 27,914 $535K
Balyasny Asset Management L.P. 0.00% Add +0.9% 27,463 $526K
Smith Asset Management Co., LLC 0.45% Reduce -0.5% 27,443 $526K
Jones Financial Companies LLLP 0.00% Add +19.7% 26,648 $505K
Assenagon Asset Management S.A. 0.00% Reduce -9.1% 25,690 $492K
Moors & Cabot, Inc. 0.02% Add +0.3% 25,568 $490K
Waterloo Capital, L.P. 0.04% New 25,448 $487K
Journey Advisory Group, LLC 0.04% Reduce -84.8% 25,430 $487K
Crossmark Global Holdings, Inc. 0.01% Reduce -1.6% 25,159 $482K
LDR Capital Management LLC 1.30% Reduce -80.5% 24,987 $479K
Rehmann Capital Advisory Group 0.03% Reduce -0.5% 24,604 $471K
Resources Management Corp. /CT/ 0.06% Add +332.4% 24,520 $470K
Archer Investment Corp 0.11% Add +19.5% 24,516 $469K
HUB Investment Partners, LLC 0.02% Add +6.5% 24,491 $469K
Alan B Lancz & Associates, Inc. 0.42% Add +14.6% 24,400 $467K
Intech Investment Management LLC 0.00% Reduce -6.1% 24,230 $464K
MSH Capital Advisors LLC 0.12% New 24,168 $463K
V-Square Quantitative Management LLC 0.08% Add +3.3% 23,726 $454K
Park Avenue Securities LLC 0.00% Add +3.5% 23,548 $451K
Probity Advisors, Inc. 0.07% Add +2.2% 23,232 $445K
Signaturefd, LLC 0.01% Add +0.2% 23,183 $444K
Fifth Third Wealth Advisors LLC 0.02% Add +0.8% 22,987 $440K
Cypress Wealth Services, LLC 0.07% New 22,667 $434K
Insigneo Advisory Services, LLC 0.03% Add +1.3% 22,625 $433K
Legacy Capital Wealth Partners, LLC 0.09% New 22,533 $432K
Quantum Portfolio Management LLC 0.13% Add +12.2% 22,253 $426K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 22,149 $424K
ING Groep NV 0.00% Reduce -76.5% 22,041 $422K
1834 Investment Advisors Co. 0.05% New 21,986 $421K
William Blair Investment Management, LLC 0.00% Reduce -3.2% 21,885 $419K
Dumont & Blake Investment Advisors LLC 0.10% Reduce -0.7% 21,662 $415K
Tidal Investments LLC 0.00% Reduce -2.3% 21,189 $406K
Blue Trust, Inc. 0.00% Add +39.7% 21,114 $404K
Silvercrest Asset Management Group LLC 0.00% Reduce -2.2% 21,101 $404K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.1% 21,100 $404K
Hilltop Holdings Inc. 0.02% Add +35.8% 20,688 $396K
Sonora Investment Management Group, LLC 0.03% Add +53.5% 20,459 $392K
Praxis Investment Management Inc. 0.02% Reduce -21.0% 20,384 $390K
Spirit of America Management Corp. 0.08% Add +11.0% 20,217 $387K
Polymer Capital Management (US) LLC 0.05% Reduce -26.5% 19,993 $383K
WINTON GROUP Ltd 0.01% New 19,934 $382K
Centaurus Financial, Inc. 0.02% Add +82.7% 19,744 $378K
RS Crum Inc. 0.08% No change 19,269 $369K
Tower Research Capital LLC (TRC) 0.01% Reduce -23.3% 19,223 $368K
Blake Schutter Theil Wealth Advisors, LLC 0.36% No change 18,969 $363K
Mufg Securities Americas Inc. 0.02% Add +21.7% 18,740 $359K
DRW Securities, LLC 0.02% New 18,618 $357K
Isthmus Partners, LLC 0.04% Add +0.6% 18,573 $356K
GAMMA Investing LLC 0.02% Add +11.5% 18,560 $355K
Manske Wealth Management 0.11% Add +5.3% 18,348 $351K
Kentucky Retirement Systems Insurance Trust Fund 0.02% Reduce -4.0% 18,241 $349K
Impact Partnership Wealth, LLC 0.05% New 18,219 $349K
International Assets Investment Management, LLC 0.03% No change 19,494 $349K
MAI Capital Management 0.00% Add +1.0% 18,045 $346K
Salem Investment Counselors Inc. 0.01% No change 17,875 $342K
Walleye Trading LLC 0.01% New 17,756 $340K
Valeo Financial Advisors, LLC 0.01% Add +10.0% 17,645 $338K
Diamant Asset Management, Inc. 0.25% Reduce -5.4% 17,540 $336K
Vontobel Holding Ltd. 0.00% New 17,524 $336K
Mariner, LLC 0.00% Reduce -86.8% 17,170 $329K
Beacon Pointe Advisors, LLC 0.00% Add +8.3% 17,124 $328K
Access Investment Management LLC 0.09% New 17,095 $327K
Benjamin Edwards Inc. 0.00% Add +1.4% 17,094 $327K
Huntington National Bank 0.00% Reduce -26.1% 17,004 $326K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 16,961 $325K
Aspen Wealth Strategies, LLC 0.18% Add +10.8% 16,597 $318K
Beacon Financial Group 0.03% Add +40.6% 16,529 $317K
B. Metzler seel. Sohn & Co. AG 0.00% No change 16,508 $316K
Inspire Investing, LLC 0.03% Reduce -15.5% 16,173 $310K
Integrated Advisors Network LLC 0.01% Add +0.7% 15,938 $305K
Arista Wealth Management, LLC 0.04% Reduce -2.8% 15,926 $305K
J.W. Cole Advisors, Inc. 0.01% Reduce -8.5% 15,855 $304K
Old National Bancorp 0.01% New 15,708 $301K
Two Sigma Advisers, LP 0.00% Reduce -50.3% 15,652 $300K
PFG Investments, LLC 0.02% Add +0.3% 15,559 $298K
Venture Visionary Partners LLC 0.01% Add +4.8% 15,455 $296K
Comprehensive Money Management Services LLC 0.21% Reduce -1.2% 15,401 $295K
Parkside Financial Bank & Trust 0.02% Reduce -0.2% 15,165 $290K
OneDigital Investment Advisors LLC 0.00% Add +16.0% 15,132 $290K
SVB Wealth LLC 0.02% Add +0.8% 15,094 $289K
World Investment Advisors 0.01% Add +0.8% 14,854 $284K
Arjuna Capital 0.07% Add +4.8% 14,768 $283K
Anchor Investment Management, LLC 0.02% Add +8.5% 14,638 $280K
Blair William & Co. 0.00% Add +32.6% 14,547 $279K
Saxon Interests, Inc. 0.11% New 15,310 $275K
Sigma Planning Corp 0.01% Add +3.5% 14,209 $272K
CSM Advisors, LLC 0.01% Reduce -97.6% 14,125 $270K
Duncan Williams Asset Management, LLC 0.07% Add +0.2% 13,905 $266K
Applied Finance Capital Management, LLC 0.02% Reduce -21.3% 13,893 $266K
Fiduciary Trust Co 0.00% Add +4.9% 13,807 $264K
TD Private Client Wealth LLC 0.01% Add +18.2% 13,526 $259K
Panagora Asset Management Inc. 0.00% Reduce -0.6% 13,323 $255K
MUFG Securities EMEA plc 0.01% Add +545.4% 13,301 $255K
Gilbert & Cook, Inc. 0.03% Add +1.8% 13,280 $254K
Ballentine Partners, LLC 0.00% Reduce -4.3% 13,260 $254K
Coppell Advisory Solutions LLC 0.03% Reduce -0.3% 13,194 $251K
Commerce Bank 0.00% Reduce -16.4% 12,878 $247K
Keynote Financial Services LLC 0.15% Reduce -13.4% 12,867 $246K
Vestcor Inc 0.01% No change 12,826 $246K
BTC Capital Management, Inc. 0.02% New 12,806 $245K
Aegis Wealth Management LLC 0.13% New 12,699 $243K
Apollon Wealth Management, LLC 0.00% Add +22.1% 12,638 $242K
Tema ETFs LLC 0.02% New 12,581 $241K
Abich Financial Wealth Management LLC 0.09% — 12,568 $241K
Kraematon Investment Advisors, Inc. 0.21% Reduce -0.0% 12,523 $240K
Patton Fund Management, Inc. 0.04% No change 12,354 $237K
D. E. Shaw & Co. 0.00% Reduce -81.0% 12,286 $235K
Diversified Trust Co. 0.00% New 12,204 $234K
NewEdge Advisors, LLC 0.00% Add +499.6% 12,106 $232K
Parallel Advisors, LLC 0.00% Reduce -20.3% 12,104 $232K
Wealthspire Retirement, LLC 0.01% Reduce -22.0% 11,932 $228K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% Add +307.1% 11,912 $228K
New Wave Wealth Advisors LLC 0.09% New 11,795 $226K
Cetera Trust Company, N.A 0.13% No change 11,720 $224K
Arax Advisory Partners 0.00% Add +25.8% 11,678 $224K
Sage Mountain Advisors LLC 0.01% New 11,659 $223K
Novak & Powell Financial Services, Inc. 0.12% Add +1.7% 11,639 $223K
GF Fund Management Co. LTD. 0.00% Reduce -6.1% 11,572 $222K
Adams Wealth Management 0.05% Reduce -10.1% 11,478 $220K
CacheTech Inc. 0.04% Reduce -10.1% 11,478 $220K
Atlas Brown,Inc. 0.06% Reduce -6.0% 11,432 $219K
Boothbay Fund Management, LLC 0.01% New 11,405 $218K
Provenance Wealth Advisors, LLC 0.03% No change 11,399 $218K
MeadowBrook Investment Advisors LLC 0.19% Reduce -0.7% 11,255 $216K
Laird Norton Wetherby Wealth Management, LLC 0.01% New 11,229 $215K
Victory Financial Group, LLC 0.03% Add +11.3% 11,189 $215K
Horizon Investments, LLC 0.00% Reduce -67.4% 11,011 $211K
Y.D. More Investments Ltd 0.01% Add +14.1% 10,921 $209K
NorthRock Partners, LLC 0.00% Reduce -25.5% 10,847 $208K
Woodward Diversified Capital, LLC 0.10% Add +0.1% 10,829 $207K
SJS Investment Consulting Inc. 0.03% Add +76928.6% 10,784 $207K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -14.8% 10,605 $203K
Steward Partners Investment Advisory, LLC 0.00% Add +185.6% 10,567 $202K
Lanark Financial, Inc. 0.02% Add +266.5% 10,488 $201K
Kestra Private Wealth Services, LLC 0.00% New 10,482 $201K
Cercano Management LLC 0.01% Reduce -10.1% 10,451 $200K
Chicago Partners Investment Group LLC 0.01% Add +2.0% 10,987 $198K
Chris Bulman Inc 0.10% New 10,328 $198K
Modern Wealth Management, LLC 0.00% New 10,321 $198K
Perigon Wealth Management, LLC 0.00% New 10,291 $197K
Accurate Wealth Management, LLC 0.03% Add +1.7% 10,864 $197K
Sunbelt Securities, Inc. 0.01% Add +28.0% 10,204 $195K
Snowden Capital Advisors LLC 0.01% Add +1.6% 10,170 $195K
Drucker Wealth 3.0, LLC 0.03% New 10,146 $194K
Pinnacle Financial Partners Inc 0.00% Reduce -0.3% 10,044 $192K
Howland Capital Management LLC 0.01% No change 10,000 $192K
Siemens Fonds Invest GmbH 0.01% Reduce -0.5% 9,785 $187K
Creative Financial Designs Inc. 0.01% Add +14.0% 9,589 $184K
Cape Investment Advisory, Inc. 0.17% New 9,019 $173K
Atlantic Union Bankshares Corp 0.00% Add +350.5% 8,686 $166K
Binnacle Investments Inc 0.10% Add +4.2% 8,594 $165K
Halbert Hargrove Global Advisors, LLC 0.01% New 8,000 $153K
Exchange Traded Concepts, LLC 0.00% No change 7,773 $149K
CX Institutional 0.00% Add +12.0% 7,638 $146K
Catalyst Capital Advisors LLC 0.00% New 7,386 $141K
LRI Investments, LLC 0.01% Add +60.4% 7,188 $138K
Palouse Capital Management, Inc. 0.09% Add +30.4% 7,118 $136K
Motco 0.01% No change 7,110 $136K
Canada Post Corp Registered Pension Plan 0.01% No change 7,085 $135K
Future Financial Wealth Managment LLC 0.08% Add +366.7% 7,000 $134K
Aster Capital Management (DIFC) Ltd 0.07% Reduce -55.5% 6,788 $130K
IFP Advisors, Inc 0.00% Add +0.0% 6,690 $128K
Icon Wealth Advisors, LLC 0.01% New 6,439 $123K
Raleigh Capital Management Inc. 0.04% Reduce -8.4% 6,063 $116K
Cullen/Frost Bankers, Inc. 0.00% Reduce -29.5% 5,857 $112K
Rossby Financial, LCC 0.04% New 5,604 $107K
EverSource Wealth Advisors, LLC 0.00% Add +2.3% 5,362 $103K
Wealthspire Advisors, LLC 0.00% New 5,306 $102K
Bessemer Group Inc. 0.00% Add +34.0% 5,210 $101K
Trust Co. of Vermont 0.00% Reduce -15.9% 5,124 $98K
Brown Brothers Harriman & Co. 0.00% Add +80.3% 5,039 $96K
Tompkins Financial Corp. 0.01% No change 5,000 $96K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.5% 4,979 $95K
CIBC Private Wealth Group LLC 0.00% Reduce -10.9% 4,851 $93K
Sherman Asset Management, Inc. 0.08% No change 4,630 $89K
Versant Capital Management, Inc 0.01% Add +25.0% 4,613 $88K
Fairscale Capital, LLC 0.06% No change 4,608 $88K
UMB Bank, n.a. 0.00% Add +23.2% 4,597 $88K
Private Trust Co. NA 0.01% Reduce -37.3% 4,532 $87K
Silvant Capital Management LLC 0.00% No change 4,479 $86K
Bruce G. Allen Investments, LLC 0.06% No change 4,440 $85K
Bollard Group LLC 0.00% Add +1.7% 4,446 $85K
CVA Family Office, LLC 0.01% Reduce -7.6% 4,133 $79K
Johnson Financial Group, Inc. 0.00% New 4,088 $78K
Whittier Trust Co. 0.00% Reduce -5.9% 3,990 $77K
Guinness Asset Management LTD 0.00% New 4,018 $76K
Zions Bancorporation, National Association 0.00% Add +33.6% 3,956 $76K
Loomis Sayles & Co. L P 0.00% Reduce -1.6% 3,600 $69K
Geneos Wealth Management Inc. 0.00% Reduce -66.6% 3,394 $65K
CoreCap Advisors, LLC 0.00% Add +22.4% 3,352 $64K
Smartleaf Asset Management LLC 0.00% Add +0.3% 3,311 $63K
Addison Advisors LLC 0.01% Reduce -10.7% 3,247 $62K
Quent Capital, LLC 0.01% New 3,219 $62K
Delta Asset Management LLC 0.01% No change 3,203 $61K
Covestor Ltd 0.03% Add +364.0% 3,118 $60K
Transamerica Financial Advisors, LLC 0.00% New 3,084 $59K
Gen-Wealth Partners Inc 0.02% Reduce -1.0% 3,000 $57K
Federated Hermes, Inc. 0.00% Reduce -99.7% 2,970 $57K
PEAK6 LLC 0.00% New 2,918 $56K
AlphaQuest LLC 0.00% Add +49.2% 2,864 $55K
North Star Investment Management Corp. 0.00% No change 2,586 $50K
Hanson & Doremus Investment Management 0.01% Reduce -44.0% 2,400 $46K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +1.1% 2,367 $45K
Harbor Capital Advisors, Inc. 0.00% Add +0.6% 2,341 $45K
AdvisorNet Financial, Inc 0.00% Add +2.6% 2,253 $43K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 2,200 $42K
1620 Investment Advisors, Inc. 0.03% No change 2,089 $40K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 2,050 $39K
Wiser Advisor Group LLC 0.05% New 1,963 $38K
REAP Financial Group, LLC 0.01% Add +15.4% 1,940 $37K
CYBER HORNET ETFs LLC 0.02% Add +2.7% 1,922 $37K
Sentry Investment Management LLC 0.02% Reduce -17.3% 1,927 $36K
Simplex Trading, LLC 0.00% New 1,840 $35K
Rothschild Investment LLC 0.00% Reduce -12.2% 1,743 $33K
Plante Moran Financial Advisors, LLC 0.00% No change 1,610 $31K
Rexford Capital Inc. 0.02% No change 1,600 $31K
Barrett & Company, Inc. 0.01% Add +1.5% 1,536 $29K
Dagco, Inc. 0.01% No change 1,500 $29K
Sound Income Strategies, LLC 0.00% New 1,516 $28K
WealthCollab, LLC 0.01% No change 1,449 $28K
ORG Partners LLC 0.01% Add +27.3% 1,398 $27K
MV Capital Management, Inc. 0.00% Add +0.6% 1,368 $26K
TCTC Holdings, LLC 0.00% No change 1,355 $26K
City Holding Co. 0.00% New 1,348 $26K
Hilltop National Bank 0.01% No change 1,330 $25K
Mather Group, Llc. 0.00% New 1,318 $25K
Summit Securities Group LLC 0.01% Add +156.2% 1,199 $23K
Eastern Bank 0.00% Add +165.6% 1,195 $23K
Clearstead Trust, LLC 0.00% Add +24.5% 1,174 $22K
Hughes Financial Services, LLC 0.00% Add +20.4% 1,250 $22K
Spire Wealth Management 0.00% Reduce -11.1% 1,077 $21K
HM Payson & Co. 0.00% No change 1,069 $20K
Optimum Investment Advisors 0.01% No change 1,061 $20K
WFA of San Diego, LLC 0.01% No change 1,000 $19K
Monetary Management Group Inc. 0.00% No change 1,000 $19K
Dynamic Wealth Strategies, LLC 0.01% No change 942 $18K
Deseret Mutual Benefit Administrators 0.01% New 921 $18K
American National Bank & Trust 0.00% Reduce -79.3% 915 $18K
Rakuten Investment Management, Inc. 0.00% — 670 $17K
TD Waterhouse Canada Inc. 0.00% New 900 $17K
Larson Financial Group LLC 0.00% Add +45.4% 849 $16K
Root Financial Partners, LLC 0.00% New 846 $16K
Hazlett, Burt & Watson, Inc. 0.01% No change 800 $16K
JPL Wealth Management, LLC 0.00% New 825 $16K
Raiffeisen Bank International AG 0.00% New 828 $16K
Armstrong Advisory Group, Inc. 0.00% No change 810 $16K
Manchester Capital Management LLC 0.00% Reduce -24.2% 802 $15K
Gould Capital, LLC 0.01% No change 800 $15K
CENTRAL TRUST Co 0.00% No change 791 $15K
Valley National Advisers Inc. 0.00% No change 832 $15K
Clearstead Advisors, LLC 0.00% Add +10.6% 731 $14K
Quaker Wealth Management, LLC 0.00% Reduce -0.1% 689 $13K
Financial Perspectives, Inc 0.00% No change 688 $13K
Cromwell Holdings LLC 0.01% Reduce -71.9% 669 $13K
GHP Investment Advisors, Inc. 0.00% Reduce -37.5% 666 $13K
Country Trust Bank 0.00% New 660 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +16.6% 611 $12K
HHM Wealth Advisors, LLC 0.00% No change 601 $12K
Concord Wealth Partners 0.00% New 577 $11K
Farmers & Merchants Investments Inc. 0.00% No change 571 $11K
Key Financial Inc 0.00% Reduce -8.6% 553 $11K
Bell Investment Advisors, Inc 0.00% Reduce -13.3% 523 $10K
Montag A & Associates Inc. 0.00% No change 518 $10K
Duncker Streett & Co. Inc. 0.00% No change 500 $10K
Proffitt & Goodson Inc. 0.00% New 500 $10K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +193.5% 496 $9K
Glass Jacobson Investment Advisors llc 0.00% No change 468 $9K
Cedar Mountain Advisors, LLC 0.00% New 466 $9K
Fortis Group Advisors, LLC 0.00% No change 465 $9K
WPG Advisers, LLC 0.01% Add +19.7% 443 $8K
Ancora Advisors LLC 0.00% No change 423 $8K
First PREMIER Bank 0.00% No change 400 $8K
Caldwell Sutter Capital, Inc. 0.00% No change 400 $8K
Truvestments Capital LLC 0.00% New 392 $8K
Center for Financial Planning, Inc. 0.00% No change 363 $7K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 358 $7K
Horizon Financial Services, LLC 0.00% Add +239.4% 353 $7K
Rosenberg Matthew Hamilton 0.00% No change 350 $7K
Meeder Asset Management Inc. 0.00% Reduce -50.4% 346 $7K
Westside Investment Management, Inc. 0.00% No change 316 $6K
Coston, McIsaac & Partners 0.00% Add +1.5% 337 $6K
Cornerstone Planning Group LLC 0.00% Add +241.8% 335 $6K
Mark Sheptoff Financial Planning, LLC 0.00% New 300 $6K
Investors Research Corp 0.00% No change 287 $5K
DT Investment Partners, LLC 0.00% No change 284 $5K
SWAN Capital LLC 0.00% No change 265 $5K
Grove Bank & Trust 0.00% Reduce -69.1% 241 $5K
Anfield Capital Management, LLC 0.00% No change 231 $4K
Global Trust Asset Management, LLC 0.00% No change 230 $4K
Creative Capital Management Investments LLC 0.00% No change 210 $4K
Hemington Wealth Management 0.00% Add +35.7% 251 $4K
City State Bank 0.00% No change 205 $4K
Pinnacle Bancorp, Inc. 0.00% Reduce -84.6% 200 $4K
Colonial Trust Advisors 0.00% New 200 $4K
Fortitude Family Office, LLC 0.00% Reduce -13.4% 188 $4K
Princeton Global Asset Management LLC 0.00% Add +1.7% 184 $4K
Ameritas Advisory Services, LLC 0.00% Reduce -43.7% 184 $4K
Financial Network Wealth Advisors LLC 0.00% Add +58.9% 170 $3K
Millstone Evans Group, LLC 0.00% No change 170 $3K
SouthState Bank Corp 0.00% Reduce -61.9% 160 $3K
Horizon Bancorp Inc. 0.00% No change 133 $3K
Howard Hughes Medical Institute 0.00% Reduce -0.7% 150 $3K
Coastline Trust Co 0.00% No change 150 $3K
Harbor Investment Advisory, LLC 0.00% New 143 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -97.4% 142 $3K
Crowley Wealth Management, Inc. 0.00% No change 136 $3K
Prestige Wealth Management Group LLC 0.00% No change 131 $3K
J.Safra Asset Management Corp 0.00% New 120 $2K
Wealth Watch Advisors, INC 0.00% New 112 $2K
Private Wealth Management Group, LLC 0.00% No change 112 $2K
North Capital, Inc. 0.00% Add +0.9% 111 $2K
St. Johns Investment Management Company, LLC 0.00% No change 110 $2K
Strategic Advocates LLC 0.00% New 108 $2K
Avion Wealth 0.00% Add +26.7% 114 $2K
Principia Wealth Advisory, LLC 0.00% Add +60.7% 98 $2K
Aspect Partners, LLC 0.00% New 97 $2K
Quest 10 Wealth Builders, Inc. 0.00% Add +70.4% 92 $2K
High Note Wealth, LLC 0.00% No change 92 $2K
Eukles Asset Management 0.00% No change 86 $2K
Sachetta, LLC 0.00% Reduce -17.2% 82 $2K
True Wealth Design, LLC 0.00% Add +6.8% 79 $2K
Boyd Watterson Asset Management LLC 0.00% No change 78 $1K
E Fund Management (Hong Kong) Co., Ltd. 0.00% New 76 $1K
Financial Management Professionals, Inc. 0.00% Reduce -48.2% 73 $1K
Cherry Tree Wealth Management, LLC 0.00% No change 67 $1K
TFC Financial Management, Inc. 0.00% Add +22.2% 66 $1K
Kilter Group LLC 0.00% New 65 $1K
Rise Advisors, LLC 0.00% Reduce -59.2% 60 $1K
Fairman Group, LLC 0.00% No change 51 $977
Texas Capital Bancshares Inc 0.00% New 50 $958
Trifecta Capital Advisors, LLC 0.00% No change 50 $958
Westfuller Advisors, LLC 0.00% New 50 $956
Raffa Wealth Management, LLC 0.00% No change 47 $900
First Pacific Financial 0.00% No change 45 $872
Guerra Advisors Inc 0.00% New 40 $770
Bare Financial Services, Inc 0.00% New 38 $728
Wilmington Savings Fund Society, FSB 0.00% Reduce -99.3% 38 $728
Signature Resources Capital Management, LLC 0.00% No change 34 $651
Activest Wealth Management 0.00% Add +0.0% 32 $613
Stone House Investment Management, LLC 0.00% New 25 $479
Tortoise Investment Management, LLC 0.00% New 25 $479
Financial Consulate, Inc. 0.00% New 20 $383
DHJJ Financial Advisors, Ltd. 0.00% No change 17 $326
American Capital Advisory, LLC 0.00% New 16 $307
Clark Wealth Partners 0.00% New 19 $306
Glen Eagle Advisors, LLC 0.00% No change 16 $306
Turning Point Benefit Group, Inc. 0.00% New 13 $249
Colonial Trust Co / SC 0.00% Reduce -7.1% 13 $249
Dunhill Financial, LLC 0.00% Reduce -31.6% 13 $242
Whittier Trust Co. of Nevada Inc. 0.00% No change 10 $194
Nvwm, LLC 0.00% New 10 $192
Strengthening Families & Communities, LLC 0.00% No change 9 $177
Caitlin John, LLC 0.00% New 6 $118
GPS Wealth Strategies Group, LLC 0.00% No change 6 $115
Caitong International Asset Management Co., Ltd 0.00% New 4 $77
JFS Wealth Advisors, LLC 0.00% No change 1 $20
Retirement Wealth Solutions LLC 0.00% Reduce -99.8% 1 $15
Capital Advisors, Ltd. LLC 0.00% No change 19 $0
Cloud Capital Management, LLC 0.00% New 11 $0

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