We are live on ! Find out more
DOC icon

Healthpeak Properties
DOC

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585 → 613 (+28)

4.54% more ownership

Funds ownership: 213.78% → 218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$174M
2
CIM
Centersquare Investment Management
Pennsylvania
+$47M
3
HRES
Heitman Real Estate Securities
Illinois
+$42.9M
4
Barclays
Barclays
United Kingdom
+$38.5M
5
Man Group
Man Group
United Kingdom
+$32.9M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$112M
2
Citadel Advisors
Citadel Advisors
Florida
-$69.9M
3
CCM
Cullen Capital Management
New York
-$47.9M
4
Millennium Management
Millennium Management
New York
-$39.3M
5
Northern Trust
Northern Trust
Illinois
-$38.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
376
Stiles Financial Services
Minnesota
$364K -$36.9K -2,100 -10%
SF
377
Synovus Financial
Georgia
$357K -$1.11K -63 -0.3%
CA
378
Commerzbank Aktiengesellschaft
Germany
$355K +$6.75K +384 +2%
NMIMC
379
Northwestern Mutual Investment Management Company
Wisconsin
$343K +$862 +49 +0.3%
SIC
380
Samalin Investment Counsel
New York
$337K +$299K +17,017 New
SIC
381
Salem Investment Counselors
North Carolina
$334K – – –
Assenagon Asset Management
382
Assenagon Asset Management
Luxembourg
$333K -$29.2K -1,658 -9%
VFA
383
Voya Financial Advisors
Connecticut
$329K +$12K +684 +4%
APG Asset Management
384
APG Asset Management
Netherlands
$325K +$18.1K +1,031 +6%
VSQM
385
V-Square Quantitative Management
Illinois
$322K +$40.2K +2,285 +16%
SP
386
Systematic Portfolios
New York
$318K +$282K +16,036 New
SLI
387
Sumitomo Life Insurance
Japan
$317K -$3.08K -175 -1%
CB
388
Commerce Bank
Missouri
$316K +$5.63K +320 +2%
PAS
389
Park Avenue Securities
New York
$313K +$48.9K +2,780 +21%
GT
390
Glenmede Trust
Pennsylvania
$309K +$33.4K +1,901 +14%
Credit Agricole
391
Credit Agricole
France
$306K +$182K +10,334 +201%
HPG
392
Harvest Portfolios Group
Ontario, Canada
$304K -$55.7K -3,169 -17%
MCP
393
Mirador Capital Partners
California
$302K +$13.9K +791 +5%
PI
394
Putnam Investments
Massachusetts
$301K -$2.48K -141 -0.9%
PFA
395
Pathway Financial Advisers
Indiana
$293K -$37.2K -2,117 -13%
BCM
396
Becker Capital Management
Oregon
$289K -$175K -9,970 -41%
S
397
SignatureFD
Georgia
$288K +$47.8K +2,718 +23%
MPPLM
398
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$288K +$16.5K +937 +7%
CCM
399
Coldstream Capital Management
Washington
$288K +$256K +14,543 New
FI
400
FJ Investments
Utah
$283K +$252K +14,300 New
14 15
16
17 18

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.