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Healthpeak Properties

585 hedge funds and large institutions have $9.41B invested in Healthpeak Properties in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 208

1.33% less ownership

Funds ownership: 215.11%213.78% (-1.3%)

4% less funds holding

Funds holding: 609585 (-24)

9% less capital invested

Capital invested by funds: $10.3B → $9.41B (-$933M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

85% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $31.1M

Holders
585
Holders Change
-24
Holders Change %
-3.94%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
246
Reduced
208
Closed
60
Calls
$4.8M
Puts
$31.1M
Net Calls
-$26.3M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
376
Spirit of America Management Corp
New York
$267K -$329K -16,000 -52%
MCP
377
Mirador Capital Partners
California
$266K +$26.6K +1,297 +10%
EH
378
Equitable Holdings
New York
$264K -$34.1K -1,662 -10%
VSQM
379
V-Square Quantitative Management
Illinois
$256K +$196K +9,569 +218%
AG
380
Algert Global
California
$255K -$102K -4,980 -26%
OWA
381
One Wealth Advisors
California
$255K
AWA
382
Arete Wealth Advisors
Illinois
$252K +$3.84K +187 +1%
GT
383
Glenmede Trust
Pennsylvania
$251K +$281K +13,688 New
MNBTD
384
Moody National Bank Trust Division
Texas
$251K
MPPLM
385
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$250K +$12.5K +607 +5%
Corient Private Wealth
386
Corient Private Wealth
Florida
$247K -$511K -24,866 -65%
SWS
387
SYSTM Wealth Solutions
Illinois
$244K -$164K -8,008 -38%
FT
388
Fiduciary Trust
Massachusetts
$244K -$5.65K -275 -2%
PAS
389
Park Avenue Securities
New York
$239K +$42K +2,046 +19%
AB
390
Atlas Brown
Kentucky
$237K -$8.87K -432 -3%
GC
391
Gilbert & Cook
Iowa
$237K +$23.1K +1,126 +10%
SI
392
Stephens Inc
Arkansas
$230K +$23.9K +1,165 +10%
JF
393
Jump Financial
Illinois
$230K +$257K +12,511 New
HH
394
Hilltop Holdings
Texas
$230K +$2.03K +99 +0.8%
Wolverine Trading
395
Wolverine Trading
Illinois
$229K -$414K -20,144 -62%
RJT
396
Raymond James Trust
Florida
$228K +$1.15K +56 +0.5%
TCOV
397
Trust Company of Vermont
Vermont
$227K -$126K -6,139 -33%
TYCC
398
Texas Yale Capital Corp
Florida
$226K
WDC
399
Woodward Diversified Capital
California
$223K +$34.1K +1,663 +16%
TMAM
400
Tokio Marine Asset Management
Japan
$221K +$41K +1,996 +20%

DOC Hedge Fund Activity: Q3 2023 in Review

585 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2023, worth a combined $9.41B — down 9% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of DOC and 42 opened new positions — a net loss of 18 holders — while 208 trimmed existing stakes and 246 added.

The largest buyer was Citadel Advisors, adding an estimated $52.2M. The largest seller was Long Pond Capital, exiting entirely with an estimated $116M sold.

  • 585 institutional investors held Healthpeak Properties (DOC) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $9.41B of Healthpeak Properties stock for Q3 2023, down 9% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2023 and 60 closed out, a net change of -18 holders.
  • The largest Healthpeak Properties buyer in Q3 2023 was Citadel Advisors, an estimated $52.2M added.
  • The largest Healthpeak Properties seller in Q3 2023 was Long Pond Capital, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2023.