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Healthpeak Properties
DOC

573 hedge funds and large institutions have $11.9B invested in Healthpeak Properties in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 207 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $23.1M

9% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 228

5% less funds holding

Funds holding: 606 → 573 (-33)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.72B)

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

37.27% less ownership

Funds ownership: 277.04% → 239.77% (-37%)

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
573
Holders Change
-33
Holders Change %
-5.45%
% of All Funds
14.29%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
42
Increased
207
Reduced
228
Closed
68
Calls
$30.9M
Puts
$23.1M
Net Calls
+$7.87M
Net Calls Change
-$4.66M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$231M
2
Cohen & Steers
Cohen & Steers
New York
+$226M
3
Principal Financial Group
Principal Financial Group
Iowa
+$106M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$49.1M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$32.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$235M
2
JP Morgan Chase
JP Morgan Chase
New York
-$202M
3
SCRM
Security Capital Research & Management
Illinois
-$34M
4
Invesco
Invesco
Georgia
-$28.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$27.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
376
National Planning Corporation
California
$464K +$3.85K +128 +0.8%
MCM
377
Mengis Capital Management
Oregon
$463K -$1.93K -64 -0.4%
CB
378
Commerce Bank
Missouri
$461K +$9.29K +309 +2%
BCM
379
Bienville Capital Management
New York
$459K – – –
KCMRT
380
Kemper Corp Master Retirement Trust
Illinois
$453K -$275K -9,150 -36%
DPIM
381
Duff & Phelps Investment Management
Illinois
$452K – – –
QAM
382
Quantres Asset Management
Cayman Islands
$451K +$487K +16,200 New
PCM
383
Prelude Capital Management
New York
$445K +$480K +15,972 New
PAG
384
Private Advisor Group
New Jersey
$436K -$591K -19,647 -55%
FIM
385
Fernwood Investment Management
Massachusetts
$430K +$1.86K +62 +0.4%
DBT
386
Dubuque Bank & Trust
Iowa
$427K +$40.4K +1,342 +10%
RMSCM
387
R.M. Sincerbeaux Capital Management
New York
$419K -$105K -3,500 -19%
II
388
IFM Investors
Australia
$404K – – –
BFM
389
Boothbay Fund Management
New York
$396K +$428K +14,239 New
Lido Advisors
390
Lido Advisors
California
$394K +$459K +15,275 New
FIM
391
Freedom Investment Management
Connecticut
$392K +$1.2K +40 +0.3%
BG
392
Bollard Group
Massachusetts
$385K -$875K -29,086 -68%
LNB
393
Ledyard National Bank
$380K +$67.6K +2,249 +20%
AI
394
Atria Investments
North Carolina
$377K +$33.6K +1,116 +9%
WTB
395
Washington Trust Bank
Washington
$370K +$14.8K +492 +4%
GXMC
396
Global X Management Company
New York
$369K +$48.3K +1,606 +14%
VF
397
Virtu Financial
New York
$369K +$399K +13,253 New
ANRIA
398
American National Registered Investment Advisor
Texas
$361K -$129K -4,300 -25%
MAM
399
Mastrapasqua Asset Management
Tennessee
$351K -$11K -365 -3%
EFS
400
Essex Financial Services
Connecticut
$350K +$49K +1,630 +15%
14 15
16
17 18

DOC Hedge Fund Activity: Q3 2017 in Review

573 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2017, worth a combined $11.9B — down 13% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of DOC and 42 opened new positions — a net loss of 26 holders — while 228 trimmed existing stakes and 207 added.

The largest buyer was Vanguard Group, adding an estimated $231M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $235M.

  • 573 institutional investors held Healthpeak Properties (DOC) as of Q3 2017, down from 606 in Q2 2017.
  • Funds reported $11.9B of Healthpeak Properties stock for Q3 2017, down 13% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2017 and 68 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q3 2017 was Vanguard Group, an estimated $231M added.
  • The largest Healthpeak Properties seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2017.