We are live on ! Find out more
DOC icon

Healthpeak Properties

598 hedge funds and large institutions have $12.8B invested in Healthpeak Properties in 2016 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 97 increasing their positions, 410 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 86

1% less funds holding

Funds holding: 606598 (-8)

22% less capital invested

Capital invested by funds: $16.5B → $12.8B (-$3.69B)

39.4% less ownership

Funds ownership: 356.56%317.16% (-39%)

43% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $61.9M

76% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 410

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
598
Holders Change
-8
Holders Change %
-1.32%
% of All Funds
14.95%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.03%
New
89
Increased
97
Reduced
410
Closed
86
Calls
$35.1M
Puts
$61.9M
Net Calls
-$26.9M
Net Calls Change
-$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
401
CIBC World Market
Ontario, Canada
$356K -$2.1M -68,831 -85%
BIM
402
Barton Investment Management
Pennsylvania
$356K +$366K +12,000 New
FCBT
403
First Citizens Bank & Trust
North Carolina
$350K -$216K -7,099 -38%
GCP
404
GSA Capital Partners
United Kingdom
$350K +$359K +11,777 New
WS
405
Wedbush Securities
California
$349K -$478K -15,694 -57%
GJIC
406
Gamble Jones Investment Counsel
California
$349K -$338K -11,098 -49%
SBH
407
Segall Bryant & Hamill
Illinois
$345K -$18.2K -597 -5%
CC
408
ClearArc Capital
Ohio
$338K -$37.3K -1,224 -10%
MSV
409
MN Services Vermogensbeheer
Netherlands
$337K -$35.8K -1,173 -9%
TMAM
410
Tokio Marine Asset Management
Japan
$335K -$319K -10,463 -48%
KWMG
411
King Wealth Management Group
Florida
$334K -$41.5K -1,360 -11%
Verition Fund Management
412
Verition Fund Management
Connecticut
$334K +$65.8K +2,160 +24%
AIA
413
Armor Investment Advisors
North Carolina
$331K +$340K +11,141 New
AI
414
Atria Investments
North Carolina
$329K +$98.6K +3,235 +41%
CAN
415
Cetera Advisor Networks
California
$328K -$242K -7,931 -42%
SRSA
416
S.R. Schill & Associates
Washington
$316K -$11.1K -365 -3%
CCWA
417
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$310K -$37.6K -1,235 -11%
PWM
418
Perigon Wealth Management
California
$306K -$70.4K -2,309 -20%
Bank of Nova Scotia
419
Bank of Nova Scotia
Ontario, Canada
$305K -$3.26K -107 -1%
Pacer Advisors
420
Pacer Advisors
Pennsylvania
$302K -$280K -9,189 -47%
LWCFA
421
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K -$30.3K -993 -9%
FA
422
FDx Advisors
Illinois
$296K +$304K +9,964 New
AIA
423
Avalon Investment & Advisory
Texas
$295K -$29.7K -973 -9%
PDM
424
Penn Davis McFarland
Texas
$294K -$29.6K -970 -9%
BFS
425
Bradley Foster & Sargent
Connecticut
$291K +$299K +9,799 New

DOC Hedge Fund Activity: Q4 2016 in Review

598 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2016, worth a combined $12.8B — down 22% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new DOC positions and 86 closed out — a net gain of 3 holders — while 97 added to existing stakes and 410 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $179M. The largest seller was Cohen & Steers, cutting an estimated $652M.

  • 598 institutional investors held Healthpeak Properties (DOC) as of Q4 2016, down from 606 in Q3 2016.
  • Funds reported $12.8B of Healthpeak Properties stock for Q4 2016, down 22% quarter-over-quarter.
  • 89 funds opened new Healthpeak Properties positions in Q4 2016 and 86 closed out, a net change of +3 holders.
  • The largest Healthpeak Properties buyer in Q4 2016 was Lasalle Investment Management Securities, an estimated $179M added.
  • The largest Healthpeak Properties seller in Q4 2016 was Cohen & Steers, an estimated $652M sold.

Based on aggregated 13F filings for Q4 2016.