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Healthpeak Properties

573 hedge funds and large institutions have $11.9B invested in Healthpeak Properties in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 207 increasing their positions, 228 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $30.9M | Put options by funds: $23.1M

9% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 228

5% less funds holding

Funds holding: 606573 (-33)

13% less capital invested

Capital invested by funds: $13.6B → $11.9B (-$1.72B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

37.27% less ownership

Funds ownership: 277.04%239.77% (-37%)

38% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 68

Holders
573
Holders Change
-33
Holders Change %
-5.45%
% of All Funds
14.29%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
42
Increased
207
Reduced
228
Closed
68
Calls
$30.9M
Puts
$23.1M
Net Calls
+$7.87M
Net Calls Change
-$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
401
Pacer Advisors
Pennsylvania
$349K +$35.6K +1,185 +10%
BC
402
Brinker Capital
Pennsylvania
$346K +$374K +12,438 New
KRSITF
403
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$345K -$13.3K -443 -3%
AIA
404
Armor Investment Advisors
North Carolina
$341K
BCM
405
BTR Capital Management
California
$340K
MERSOM
406
Municipal Employees' Retirement System of Michigan
Michigan
$337K -$88.7K -2,950 -20%
CC
407
ClearArc Capital
Ohio
$335K +$16.1K +534 +5%
CYG
408
Clean Yield Group
Vermont
$334K -$449K -14,915 -55%
WB
409
Webster Bank
Connecticut
$329K +$335K +11,150 +1,649%
CAN
410
Cetera Advisor Networks
California
$328K +$17.4K +580 +5%
SCM
411
Schnieders Capital Management
California
$324K -$54.1K -1,800 -13%
SBH
412
Segall Bryant & Hamill
Illinois
$322K +$26.7K +888 +8%
SF
413
Synovus Financial
Georgia
$320K +$211 +7 +0.1%
FDS
414
First Dallas Securities
Texas
$317K
VFA
415
Voya Financial Advisors
Connecticut
$317K +$271 +9 +0.1%
MCM
416
Maryland Capital Management
Maryland
$315K -$24.5K -814 -7%
AIP
417
Ameritas Investment Partners
Nebraska
$315K
KA
418
Kovack Advisors
Florida
$306K -$39.9K -1,328 -11%
Natixis Advisors
419
Natixis Advisors
Massachusetts
$305K -$51.5K -1,714 -13%
RJT
420
Raymond James Trust
Florida
$300K -$68.7K -2,285 -17%
CCM
421
Chilton Capital Management
Texas
$299K +$323K +10,730 New
MNBTD
422
Moody National Bank Trust Division
Texas
$295K -$129K -4,300 -29%
FA
423
FDx Advisors
Illinois
$291K +$22.6K +751 +8%
FMT
424
First Mercantile Trust
Tennessee
$289K +$108K +3,600 +53%
AFP
425
Ausdal Financial Partners
Iowa
$288K +$65.6K +2,181 +27%

DOC Hedge Fund Activity: Q3 2017 in Review

573 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2017, worth a combined $11.9B — down 13% from $13.6B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of DOC and 42 opened new positions — a net loss of 26 holders — while 228 trimmed existing stakes and 207 added.

The largest buyer was Vanguard Group, adding an estimated $231M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $235M.

  • 573 institutional investors held Healthpeak Properties (DOC) as of Q3 2017, down from 606 in Q2 2017.
  • Funds reported $11.9B of Healthpeak Properties stock for Q3 2017, down 13% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2017 and 68 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q3 2017 was Vanguard Group, an estimated $231M added.
  • The largest Healthpeak Properties seller in Q3 2017 was CBRE Investment Management Listed Real Assets, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2017.