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Healthpeak Properties

585 hedge funds and large institutions have $9.41B invested in Healthpeak Properties in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 208

1.33% less ownership

Funds ownership: 215.11%213.78% (-1.3%)

4% less funds holding

Funds holding: 609585 (-24)

9% less capital invested

Capital invested by funds: $10.3B → $9.41B (-$933M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

85% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $31.1M

Holders
585
Holders Change
-24
Holders Change %
-3.94%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
246
Reduced
208
Closed
60
Calls
$4.8M
Puts
$31.1M
Net Calls
-$26.3M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
301
Buckingham Strategic Wealth
Missouri
$570K -$1.13K -55 -0.2%
HI
302
Harrington Investments
California
$556K +$22.7K +1,107 +4%
MOS
303
MGO One Seven
Ohio
$555K -$64.2K -3,127 -9%
JFG
304
Jefferies Financial Group
New York
$555K -$1.57M -76,620 -72%
CWM
305
CIBC World Markets
New York
$554K -$696K -33,905 -53%
SW
306
SVB Wealth
Massachusetts
$552K -$59.8K -2,911 -9%
MFG
307
MidWestOne Financial Group
Iowa
$549K +$614K +29,909 New
B
308
Bailard
California
$549K +$149K +7,259 +32%
NRI
309
NFP Retirement Inc
California
$547K -$425K -20,720 -32%
Simplex Trading
310
Simplex Trading
Illinois
$547K -$3.98K -194 -0.6%
TSS
311
Two Sigma Securities
New York
$535K -$82.7K -4,030 -12%
AIA
312
Armor Investment Advisors
North Carolina
$534K +$23K +1,119 +4%
EI
313
Ethic Inc
New York
$527K +$227K +11,065 +63%
USAA
314
United Services Automobile Association
Texas
$523K +$334K +16,262 +133%
MCM
315
MAI Capital Management
Ohio
$523K +$11.5K +559 +2%
NMERB
316
New Mexico Educational Retirement Board
New Mexico
$522K +$39K +1,900 +7%
GCM
317
Graham Capital Management
Connecticut
$507K -$5.39M -262,733 -90%
Lazard Asset Management
318
Lazard Asset Management
New York
$498K +$12.6K +613 +2%
CFMC
319
Curbstone Financial Management Corp
New Hampshire
$491K -$45.2K -2,200 -8%
Cetera Investment Advisers
320
Cetera Investment Advisers
Illinois
$489K -$16.6K -807 -3%
TRCT
321
Tower Research Capital (TRC)
New York
$483K +$101K +4,908 +23%
AWM
322
AE Wealth Management
Kansas
$477K -$198K -9,630 -27%
CGH
323
Crossmark Global Holdings
Texas
$473K
AWS
324
Atria Wealth Solutions
New York
$461K -$6.84K -333 -1%
DAM
325
Diamant Asset Management
Connecticut
$452K -$26.7K -1,300 -5%

DOC Hedge Fund Activity: Q3 2023 in Review

585 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2023, worth a combined $9.41B — down 9% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of DOC and 42 opened new positions — a net loss of 18 holders — while 208 trimmed existing stakes and 246 added.

The largest buyer was Citadel Advisors, adding an estimated $52.2M. The largest seller was Long Pond Capital, exiting entirely with an estimated $116M sold.

  • 585 institutional investors held Healthpeak Properties (DOC) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $9.41B of Healthpeak Properties stock for Q3 2023, down 9% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2023 and 60 closed out, a net change of -18 holders.
  • The largest Healthpeak Properties buyer in Q3 2023 was Citadel Advisors, an estimated $52.2M added.
  • The largest Healthpeak Properties seller in Q3 2023 was Long Pond Capital, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2023.