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Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
376
MUFG Americas
New York
$321K -$1.63K -50 -0.4%
KA
377
Kintegral Advisory
New York
$320K +$48.9K +1,501 +13%
ZCA
378
Zeke Capital Advisors
Pennsylvania
$318K -$11.1K -342 -3%
ARMT
379
Amica Retiree Medical Trust
Rhode Island
$312K +$90.7K +2,784 +27%
PA
380
PSI Advisors
Florida
$301K -$8.44K -259 -2%
FIM
381
Fernwood Investment Management
Massachusetts
$299K -$16.3K -500 -4%
RG
382
Rikoon Group
New Mexico
$298K +$407K +12,500 New
AAM
383
Azzad Asset Management
Virginia
$292K +$9.19K +282 +2%
ECM
384
Everence Capital Management
Indiana
$281K
FHB
385
First Hawaiian Bank
Hawaii
$281K +$385K +11,805 New
IRF
386
IBM Retirement Fund
New York
$280K +$146K +4,476 +62%
SS
387
Simplicity Solutions
Minnesota
$279K -$81.1K -2,488 -18%
AB
388
Atlas Brown
Kentucky
$279K +$39.5K +1,211 +12%
GA
389
Geller Advisors
New York
$273K +$374K +11,462 New
RMC
390
Resources Management Corp
Connecticut
$272K +$58.7K +1,800 +19%
CBB
391
Citizens Business Bank
California
$270K +$30.8K +946 +9%
OFS
392
OneAscent Financial Services
Alabama
$263K +$359K +11,009 New
AP
393
Advisor Partners
California
$262K -$194K -5,959 -35%
BCM
394
BTR Capital Management
California
$262K
CCM
395
Cadence Capital Management
Massachusetts
$260K +$355K +10,904 New
CSS
396
Cubist Systematic Strategies
Connecticut
$250K -$983K -30,172 -74%
KOMWMG
397
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$250K +$5.41K +166 +2%
RFC
398
Regions Financial Corp
Alabama
$243K +$332K +10,200 New
NC
399
NovaPoint Capital
Georgia
$239K +$24K +738 +8%
BP
400
Ballentine Partners
Massachusetts
$237K -$20.5K -630 -6%

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.