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Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
351
Rehmann Capital Advisory Group
Michigan
$703K +$19 +1 +0%
NMERB
352
New Mexico Educational Retirement Board
New Mexico
$700K
Allspring Global Investments
353
Allspring Global Investments
North Carolina
$687K -$23.9K -1,253 -3%
ECM
354
Evergreen Capital Management
Washington
$687K +$287K +15,044 +75%
Mercer Global Advisors
355
Mercer Global Advisors
Colorado
$664K -$760K -39,802 -54%
H
356
HoyleCohen
California
$659K -$45.1K -2,363 -7%
CIAS
357
Capital Investment Advisory Services
North Carolina
$659K -$13.9K -730 -2%
BRWA
358
B. Riley Wealth Advisors
Florida
$652K -$122K -6,389 -16%
BFG
359
Bleakley Financial Group
New Jersey
$651K +$32.3K +1,693 +5%
SW
360
Simplicity Wealth
New Jersey
$650K +$35.4K +1,851 +6%
S
361
SignatureFD
Georgia
$647K +$119K +6,233 +23%
MCP
362
Mirador Capital Partners
California
$613K +$27.2K +1,424 +5%
BCV
363
Banque Cantonale Vaudoise
Switzerland
$600K +$584K +30,595 New
A
364
AlphaQuest
New York
$600K +$584K +30,592 New
RPGK
365
Retirement Planning Group (Kansas)
Kansas
$593K +$578K +30,247 New
ASN
366
Advisory Services Network
Georgia
$591K -$8.27K -433 -1%
KeyBank National Association
367
KeyBank National Association
Ohio
$591K +$3.93K +206 +0.7%
CCM
368
Coldstream Capital Management
Washington
$586K +$39.3K +2,059 +7%
Baird Financial Group
369
Baird Financial Group
Wisconsin
$581K -$48.6K -2,544 -8%
RIM
370
Rakuten Investment Management
Japan
$578K +$210K +11,010 +58%
Mackenzie Financial
371
Mackenzie Financial
Ontario, Canada
$575K -$125K -6,551 -18%
AA
372
AlphaMark Advisors
Kentucky
$565K +$550K +28,825 New
QC
373
Quadrature Capital
United Kingdom
$558K -$2.03M -106,370 -79%
HAG
374
HighPoint Advisor Group
Illinois
$558K +$261K +13,653 +115%
DTL
375
Dynamic Technology Lab
Singapore
$551K +$537K +28,132 New

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.