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Healthpeak Properties
DOC

597 hedge funds and large institutions have $12.7B invested in Healthpeak Properties in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 6 → 13 (+7)

76% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $11.9M

38% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 66

16.03% more ownership

Funds ownership: 234.99% → 251.02% (+16%)

13% more capital invested

Capital invested by funds: $11.3B → $12.7B (+$1.45B)

4% more funds holding

Funds holding: 576 → 597 (+21)

0% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 203

Holders
597
Holders Change
+21
Holders Change %
+3.65%
% of All Funds
13.3%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.29%
New
91
Increased
202
Reduced
203
Closed
66
Calls
$20.8M
Puts
$11.9M
Net Calls
+$8.97M
Net Calls Change
+$3.66M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$254M
2
ZP
Zimmer Partners
New York
+$229M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$165M
4
Cohen & Steers
Cohen & Steers
New York
+$164M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.9M

Top Sellers

1
SCRM
Security Capital Research & Management
Illinois
-$227M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$173M
3
JP Morgan Chase
JP Morgan Chase
New York
-$73.7M
4
Morgan Stanley
Morgan Stanley
New York
-$66.9M
5
BC
Brookfield Corp
Ontario, Canada
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
376
One Wealth Advisors
California
$399K -$415K -15,000 -51%
SOAMC
377
Spirit of America Management Corp
New York
$392K – – –
AP
378
Advisor Partners
California
$392K +$18.5K +669 +5%
Nomura Holdings
379
Nomura Holdings
Japan
$390K -$1.63M -59,051 -81%
UCFA
380
United Capital Financial Advisors
Texas
$385K -$7.42K -268 -2%
CI
381
Cigna Investments
Connecticut
$381K +$3.63K +131 +1%
FIM
382
Fernwood Investment Management
Massachusetts
$378K – – –
ZCA
383
Zeke Capital Advisors
Pennsylvania
$374K +$371K +13,387 New
BAMF
384
BI Asset Management Fondsmaeglerselskab
Denmark
$374K +$371K +13,400 New
RJT
385
Raymond James Trust
Florida
$373K +$34.9K +1,262 +10%
CAN
386
Cetera Advisor Networks
California
$371K +$36.5K +1,317 +11%
CIC
387
Crawford Investment Counsel
Georgia
$366K -$611K -22,090 -63%
Acadian Asset Management
388
Acadian Asset Management
Massachusetts
$363K +$359K +12,985 New
MERSOM
389
Municipal Employees' Retirement System of Michigan
Michigan
$352K +$349K +12,620 New
BCM
390
BTR Capital Management
California
$349K – – –
CS
391
Comerica Securities
Michigan
$345K +$342K +12,364 New
FNT
392
First National Trust
Pennsylvania
$338K -$40.4K -1,461 -11%
WCA
393
Waratah Capital Advisors
Ontario, Canada
$326K +$324K +11,689 New
SBH
394
Segall Bryant & Hamill
Illinois
$325K -$64.4K -2,325 -17%
KA
395
Kintegral Advisory
New York
$321K +$318K +11,493 New
AFP
396
Ausdal Financial Partners
Iowa
$318K -$4.73K -171 -1%
RMSCM
397
R.M. Sincerbeaux Capital Management
New York
$316K – – –
CG
398
Colony Group
Massachusetts
$308K -$830 -30 -0.3%
AIA
399
Armor Investment Advisors
North Carolina
$294K -$5.54K -200 -2%
KA
400
Kovack Advisors
Florida
$287K -$5.54K -200 -2%
14 15
16
17 18

DOC Hedge Fund Activity: Q4 2018 in Review

597 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2018, worth a combined $12.7B — up 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DOC positions and 66 closed out — a net gain of 25 holders — while 202 added to existing stakes and 203 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $254M. The largest seller was Security Capital Research & Management, cutting an estimated $227M.

  • 597 institutional investors held Healthpeak Properties (DOC) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $12.7B of Healthpeak Properties stock for Q4 2018, up 13% quarter-over-quarter.
  • 91 funds opened new Healthpeak Properties positions in Q4 2018 and 66 closed out, a net change of +25 holders.
  • The largest Healthpeak Properties buyer in Q4 2018 was Deutsche Bank, an estimated $254M added.
  • The largest Healthpeak Properties seller in Q4 2018 was Security Capital Research & Management, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2018.