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Healthpeak Properties
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Overview Fund Activity

704 hedge funds and large institutions have $12.5B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 275 increasing their positions, 237 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
704
Holders Change
+30
Holders Change %
+4.45%
% of All Funds
10.24%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
106
Increased
275
Reduced
237
Closed
69
Calls
$13M
Puts
$4.76M
Net Calls
+$8.25M
Net Calls Change
+$4.62M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$386M
2
Millennium Management
2
Millennium Management
New York
$93.4M
3
ZIG
3
Zurich Insurance Group
Switzerland
$47.8M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$50.3M
5
LPL Financial
5
LPL Financial
California
$55M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$31.2M
2
UBS AM
2
UBS AM
Illinois
$26.3M
3
VCM
3
V3 Capital Management
Texas
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$343M
5
RC
5
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
376
SVB Wealth
Massachusetts
$525K -$83.8K -4,273 -14%
USAA
377
United Services Automobile Association
Texas
$521K -$38K -1,939 -7%
MNBTD
378
Moody National Bank Trust Division
Texas
$518K – – –
AAS
379
Avantax Advisory Services
Texas
$511K +$156K +7,966 +44%
SFA
380
Sequoia Financial Advisors
Ohio
$511K +$49.2K +2,509 +11%
DI
381
Diligent Investors
California
$494K – – –
QWM
382
Quadcap Wealth Management
Texas
$491K +$16.2K +828 +3%
BBVA
383
Banco Bilbao Vizcaya Argentaria
Spain
$490K -$1.45K -74 -0.3%
PRC
384
Pearl River Capital
Michigan
$485K +$485K +24,733 New
QCM
385
QRG Capital Management
Illinois
$484K -$1.04M -53,015 -68%
DAM
386
Diamant Asset Management
Connecticut
$483K – – –
NRI
387
NFP Retirement Inc
California
$464K -$451 -23 -0.1%
MCM
388
MAI Capital Management
Ohio
$463K -$22.9K -1,170 -5%
Lazard Asset Management
389
Lazard Asset Management
New York
$459K -$404K -20,631 -47%
JF
390
Jump Financial
Illinois
$455K -$373K -19,052 -45%
PAM
391
Panagora Asset Management
Massachusetts
$451K -$265K -13,528 -37%
PAS
392
Park Avenue Securities
New York
$450K +$17.4K +889 +4%
FRA
393
Frank Rimerman Advisors
California
$450K +$450K +22,956 New
HPG
394
Harvest Portfolios Group
Ontario, Canada
$448K +$42.6K +2,175 +11%
SCA
395
Sippican Capital Advisors
Massachusetts
$446K -$271K -13,833 -38%
KRSITF
396
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$445K -$13K -662 -3%
RSWM
397
Robertson Stephens Wealth Management
California
$445K +$16.4K +835 +4%
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$439K -$1.31K -67 -0.3%
Two Sigma Investments
399
Two Sigma Investments
New York
$438K – – –
CL
400
Choreo LLC
Illinois
$436K +$436K +22,397 New
14 15
16
17 18