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Healthpeak Properties

753 hedge funds and large institutions have $14.1B invested in Healthpeak Properties in 2026 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 233 increasing their positions, 319 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $40.8M | Put options by funds: $16.4M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more capital invested

Capital invested by funds: $11.5B → $14.1B (+$2.58B)

8% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 92

1% less funds holding

Funds holding: 758753 (-5)

2.64% less ownership

Funds ownership: 98.3%95.65% (-2.6%)

27% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 319

Holders
753
Holders Change
-5
Holders Change %
-0.66%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
99
Increased
233
Reduced
319
Closed
92
Calls
$40.8M
Puts
$16.4M
Net Calls
+$24.4M
Net Calls Change
-$27.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
376
Brookstone Capital Management
Illinois
$647K -$10.5M -563,859 -95%
LCWP
377
Legacy Capital Wealth Partners
Arkansas
$646K -$1.08K -58 -0.2%
QWM
378
Quadcap Wealth Management
Texas
$643K -$50.5K -2,707 -8%
CGH
379
Crossmark Global Holdings
Texas
$637K +$17.7K +951 +3%
AIC
380
Archer Investment Corporation
Indiana
$632K +$93.3K +5,000 +20%
Envestnet Portfolio Solutions
381
Envestnet Portfolio Solutions
Illinois
$620K -$45.4K -2,431 -8%
AWA
382
Arete Wealth Advisors
Illinois
$608K -$11.8K -633 -2%
FTWA
383
Fifth Third Wealth Advisors
Ohio
$608K +$56.2K +3,014 +12%
GAM
384
Groupama Asset Management
France
$602K -$1.25M -66,912 -70%
AP
385
Advisortrust Partners
North Carolina
$597K +$28.4K +1,521 +6%
DAM
386
Diamant Asset Management
Connecticut
$596K -$5.38M -288,248 -91%
PUI
387
Purpose Unlimited Inc
$591K -$7.65K -410 -1%
SAM
388
Smith Asset Management
Florida
$583K -$2.8K -150 -0.5%
CA
389
Clearstead Advisors
Ohio
$583K +$503K +26,932 +8,948%
MSE
390
MUFG Securities EMEA
United Kingdom
$582K -$24.4K -1,305 -5%
LFIA
391
Legacy Financial Independent Advisors
Kentucky
$579K -$65.3K -3,499 -11%
NWWA
392
New Wave Wealth Advisors
Arkansas
$579K +$150K +8,032 +42%
IWC
393
Integrated Wealth Concepts
Massachusetts
$559K +$126K +6,745 +35%
SI
394
Saxon Interests
Texas
$556K -$187 -10 -0%
AWA
395
Arkadios Wealth Advisors
Georgia
$545K -$332K -17,765 -41%
IP
396
Isthmus Partners
Wisconsin
$537K +$35.2K +1,884 +8%
FFA
397
Farther Finance Advisors
California
$537K -$408K -21,857 -47%
MCA
398
MSH Capital Advisors
Arizona
$537K -$56 -3 -0%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$534K +$28.2K +1,511 +6%
WC
400
Waterloo Capital
Texas
$533K +$18.9K +1,011 +4%

DOC Hedge Fund Activity: Q2 2026 in Review

753 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2026, worth a combined $14.1B — up 22% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new DOC positions and 92 closed out — a net gain of 7 holders — while 233 added to existing stakes and 319 trimmed.

The largest buyer was UBS AM, adding an estimated $115M. The largest seller was JP Morgan Chase, cutting an estimated $271M.

  • 753 institutional investors held Healthpeak Properties (DOC) as of Q2 2026, down from 758 in Q1 2026.
  • Funds reported $14.1B of Healthpeak Properties stock for Q2 2026, up 22% quarter-over-quarter.
  • 99 funds opened new Healthpeak Properties positions in Q2 2026 and 92 closed out, a net change of +7 holders.
  • The largest Healthpeak Properties buyer in Q2 2026 was UBS AM, an estimated $115M added.
  • The largest Healthpeak Properties seller in Q2 2026 was JP Morgan Chase, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2026.