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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
RIL
351
Rothschild Investment LLC
Illinois
$667K +$641K +35,265 +11,020%
OSAM
352
O'Shaughnessy Asset Management
Connecticut
$662K -$895K -49,263 -58%
Baillie Gifford & Co
353
Baillie Gifford & Co
United Kingdom
$658K +$638K +35,086 New
KWA
354
Kingswood Wealth Advisors
California
$656K +$190K +10,469 +43%
CIP
355
Chartwell Investment Partners
Pennsylvania
$653K -$79.3K -4,363 -11%
IC
356
IEQ Capital
California
$646K +$194K +10,671 +45%
CIAS
357
Capital Investment Advisory Services
North Carolina
$644K +$624K +34,331 New
KAS
358
Kestra Advisory Services
Texas
$632K +$593K +32,622 +2,939%
BSW
359
Buckingham Strategic Wealth
Missouri
$616K +$41.6K +2,289 +7%
SIC
360
Samalin Investment Counsel
New York
$610K +$282K +15,496 +91%
Baird Financial Group
361
Baird Financial Group
Wisconsin
$604K +$242K +13,305 +70%
LMIM
362
Lockheed Martin Investment Management
Maryland
$594K -$151K -8,300 -23%
BFG
363
Bleakley Financial Group
New Jersey
$591K -$15.9K -875 -3%
JPWM
364
Jamison Private Wealth Management
Georgia
$589K +$571K +31,402 New
SW
365
Simplicity Wealth
New Jersey
$587K +$569K +31,325 New
GM
366
GeoWealth Management
Illinois
$587K +$569K +31,316 New
SW
367
SVB Wealth
Massachusetts
$583K +$13.4K +740 +2%
FTDI
368
First Trust Direct Indexing
Massachusetts
$581K +$116K +6,378 +26%
ASN
369
Advisory Services Network
Georgia
$574K -$1.11M -60,984 -67%
HI
370
Handelsinvest Investeringsforvaltning
Denmark
$562K -$98.5K -5,419 -15%
KeyBank National Association
371
KeyBank National Association
Ohio
$561K +$544K +29,926 New
MCP
372
Mirador Capital Partners
California
$560K +$265K +14,580 +95%
LFGH
373
Lee Financial Group Hawaii
Hawaii
$547K +$530K +29,165 New
MYLI
374
Meiji Yasuda Life Insurance
Japan
$542K +$525K +28,900 New
USAA
375
United Services Automobile Association
Texas
$534K +$55 +3 +0%

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.