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Healthpeak Properties

628 hedge funds and large institutions have $15.3B invested in Healthpeak Properties in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 238 increasing their positions, 252 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

1.82% more ownership

Funds ownership: 632.51%634.33% (+1.8%)

4% more capital invested

Capital invested by funds: $14.7B → $15.3B (+$620M)

4% less call options, than puts

Call options by funds: $41.9M | Put options by funds: $43.7M

6% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 252

3% less funds holding

Funds holding: 646628 (-18)

25% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 52

Holders
628
Holders Change
-18
Holders Change %
-2.79%
% of All Funds
17.53%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.36%
New
39
Increased
238
Reduced
252
Closed
52
Calls
$41.9M
Puts
$43.7M
Net Calls
-$1.83M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
326
Louisiana State Employees Retirement System
Louisiana
$1.26M +$3.77K +109 +0.3%
DILH
327
Dai-ichi Life Holdings
Japan
$1.22M
SM
328
Stratton Management
Pennsylvania
$1.21M +$265K +7,666 +27%
CRM
329
Cramer Rosenthal McGlynn
Connecticut
$1.2M -$2.28M -65,880 -65%
IC
330
Intersect Capital
California
$1.2M -$32.1K -928 -3%
KRS
331
Kentucky Retirement Systems
Kentucky
$1.18M +$22.4K +648 +2%
APFBOT
332
Amica Pension Fund Board of Trustees
Rhode Island
$1.17M
BG
333
Bollard Group
Massachusetts
$1.17M +$16.8K +487 +1%
CFMC
334
Curbstone Financial Management Corp
New Hampshire
$1.16M +$10.4K +302 +0.9%
CCM
335
Catawba Capital Management
Virginia
$1.16M +$73.8K +2,135 +7%
ISL
336
Ingalls & Snyder LLC
New York
$1.15M +$13.5K +390 +1%
BSW
337
Buckingham Strategic Wealth
Missouri
$1.11M +$242 +7 +0%
Lazard Asset Management
338
Lazard Asset Management
New York
$1.11M -$5.17M -149,533 -82%
COPPSERS
339
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.11M -$840K -24,290 -43%
PA
340
Profund Advisors
Maryland
$1.1M -$158K -4,569 -12%
MCM
341
Maryland Capital Management
Maryland
$1.09M -$64.1K -1,855 -5%
OI
342
Oakbrook Investments
Illinois
$1.09M -$3.77K -109 -0.3%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$1.08M +$31.5K +911 +3%
Ninety One (UK)
344
Ninety One (UK)
United Kingdom
$1.07M +$539K +15,592 +99%
BA
345
Bennicas & Associates
California
$1.06M -$66.5K -1,922 -6%
AWS
346
Aris Wealth Services
Pennsylvania
$1.06M -$5.26K -152 -0.5%
William Blair & Company
347
William Blair & Company
Illinois
$1.04M -$80.2K -2,318 -7%
CNFG
348
Creegan & Nassoura Financial Group
New Hampshire
$1.03M
FNT
349
First National Trust
Pennsylvania
$1.03M -$3.53K -102 -0.3%
RJT
350
Raymond James Trust
Florida
$1.02M +$248K +7,162 +31%

DOC Hedge Fund Activity: Q3 2015 in Review

628 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2015, worth a combined $15.3B — up 4.2% from $14.7B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of DOC and 39 opened new positions — a net loss of 13 holders — while 252 trimmed existing stakes and 238 added.

The largest buyer was Cohen & Steers, adding an estimated $359M. The largest seller was Capital Research Global Investors, cutting an estimated $124M.

  • 628 institutional investors held Healthpeak Properties (DOC) as of Q3 2015, down from 646 in Q2 2015.
  • Funds reported $15.3B of Healthpeak Properties stock for Q3 2015, up 4.2% quarter-over-quarter.
  • 39 funds opened new Healthpeak Properties positions in Q3 2015 and 52 closed out, a net change of -13 holders.
  • The largest Healthpeak Properties buyer in Q3 2015 was Cohen & Steers, an estimated $359M added.
  • The largest Healthpeak Properties seller in Q3 2015 was Capital Research Global Investors, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2015.