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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
BCM
326
Becker Capital Management
Oregon
$451K -$84.8K -4,131 -14%
IFG
327
Independent Financial Group
California
$437K +$223K +10,870 +84%
RSWM
328
Robertson Stephens Wealth Management
California
$412K +$10.2K +497 +2%
BPA
329
Beacon Pointe Advisors
California
$411K +$459K +22,365 New
EOJOAM
330
E. Ohman J:or Asset Management
Sweden
$408K
BFG
331
Bleakley Financial Group
New Jersey
$408K -$61.8K -3,009 -12%
SS
332
Simplicity Solutions
Minnesota
$408K -$61.8K -3,009 -12%
PP
333
Prudential plc
United Kingdom
$405K
MYLI
334
Meiji Yasuda Life Insurance
Japan
$404K +$244K +11,900 +117%
RJFSA
335
Raymond James Financial Services Advisors
Florida
$403K -$4.11K -200 -0.9%
DDC
336
DF Dent & Co
Maryland
$403K +$11.7K +570 +3%
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$399K -$136K -6,622 -23%
Group One Trading
338
Group One Trading
Illinois
$390K +$55.3K +2,691 +15%
IAIM
339
International Assets Investment Management
Florida
$389K +$91.4K +4,452 +26%
ATC
340
Argent Trust Co
Tennessee
$386K -$76K -3,702 -15%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$383K -$55.8K -2,718 -12%
SFS
342
Stiles Financial Services
Minnesota
$376K -$13.3K -647 -3%
IC
343
IEQ Capital
California
$372K +$77K +3,752 +23%
II
344
Inspire Investing
Idaho
$365K +$5.79K +282 +1%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$363K +$3.12K +152 +0.8%
RCI
346
RS Crum Inc
California
$354K
MM
347
MQS Management
New York
$349K -$244K -11,900 -39%
PFO
348
Pathstone Family Office
New Jersey
$347K +$59.9K +2,919 +18%
William Blair & Company
349
William Blair & Company
Illinois
$345K +$32.8K +1,598 +9%
HPG
350
Harvest Portfolios Group
Ontario, Canada
$340K +$19.3K +938 +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.