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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
326
Armor Investment Advisors
North Carolina
$783K +$155K +8,545 +26%
SAM
327
Securian Asset Management
Minnesota
$782K +$129K +7,121 +21%
Credit Agricole
328
Credit Agricole
France
$781K +$507K +27,905 +180%
RWP
329
RWA Wealth Partners
Massachusetts
$778K +$173K +9,544 +30%
LSERS
330
Louisiana State Employees Retirement System
Louisiana
$773K +$147K +8,100 +24%
II
331
Inspire Investing
Idaho
$770K +$342K +18,818 +85%
CAM
332
Carret Asset Management
New York
$761K +$738K +40,604 New
SRC
333
Shufro Rose & Co
New York
$754K +$731K +40,233 New
HIG
334
Herr Investment Group
Texas
$750K
TRCT
335
Tower Research Capital (TRC)
New York
$750K -$534K -29,369 -42%
HI
336
Harbour Investments
Wisconsin
$748K +$160K +8,801 +28%
Carson Wealth (CWM LLC)
337
Carson Wealth (CWM LLC)
Nebraska
$748K +$172K +9,449 +31%
IFG
338
Independent Financial Group
California
$745K +$172K +9,460 +31%
BRWA
339
B. Riley Wealth Advisors
Florida
$728K +$256K +14,100 +55%
OAM
340
Ostrum Asset Management
France
$718K
PI
341
PEAK6 Investments
Illinois
$694K -$31.3K -1,722 -4%
IGAM
342
iA Global Asset Management
Quebec, Canada
$692K +$671K +36,921 New
SCA
343
Sippican Capital Advisors
Massachusetts
$686K +$664K +36,564 New
PAM
344
Panagora Asset Management
Massachusetts
$685K -$206K -11,352 -24%
HI
345
Harrington Investments
California
$682K +$68.1K +3,747 +11%
Allspring Global Investments
346
Allspring Global Investments
North Carolina
$681K +$168K +9,270 +34%
H
347
HoyleCohen
California
$674K -$55.2K -3,040 -8%
Mackenzie Financial
348
Mackenzie Financial
Ontario, Canada
$673K +$112K +6,152 +21%
RCAG
349
Rehmann Capital Advisory Group
Michigan
$672K +$652K +35,863 New
NMERB
350
New Mexico Educational Retirement Board
New Mexico
$669K +$132K +7,273 +26%

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.