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Healthpeak Properties

610 hedge funds and large institutions have $17.4B invested in Healthpeak Properties in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $19M | Put options by funds: $12.6M

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 182

25% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 80

16.13% more ownership

Funds ownership: 252.45%268.58% (+16%)

1% more funds holding

Funds holding: 602610 (+8)

5% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$755M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
100
Increased
239
Reduced
182
Closed
80
Calls
$19M
Puts
$12.6M
Net Calls
+$6.45M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
401
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$356K +$361K +10,328 New
ARMT
402
Amica Retiree Medical Trust
Rhode Island
$355K
PP
403
Parplus Partners
New York
$351K +$356K +10,183 New
AIA
404
Armor Investment Advisors
North Carolina
$346K -$11.5K -330 -3%
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$344K +$7.8K +223 +2%
HI
406
Horizon Investments
North Carolina
$337K +$342K +9,768 New
RMC
407
Resources Management Corp
Connecticut
$330K
FNT
408
First National Trust
Pennsylvania
$325K -$47.8K -1,367 -13%
AAM
409
Advisors Asset Management
Colorado
$324K +$80.4K +2,297 +32%
HPC
410
HM Payson & Co
Maine
$322K -$105K -3,000 -24%
PIA
411
Piedmont Investment Advisors
North Carolina
$322K +$58.7K +1,679 +22%
NC
412
NovaPoint Capital
Georgia
$321K +$325K +9,299 New
DOA
413
D'Orazio & Associates
Virginia
$316K
LWAC
414
Laurel Wealth Advisors (California)
California
$312K -$23.5K -671 -7%
AI
415
Atria Investments
North Carolina
$310K +$315K +9,004 New
JT
416
Jump Trading
Illinois
$303K +$308K +8,799 New
SBH
417
Segall Bryant & Hamill
Illinois
$295K
SPC
418
Sigma Planning Corp
Michigan
$293K -$608K -17,385 -67%
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$291K +$266K +7,617 +928%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$288K +$1.57K +45 +0.5%
AWM
421
AE Wealth Management
Kansas
$288K +$70.7K +2,022 +32%
BF
422
BOK Financial
Oklahoma
$286K -$121K -3,461 -29%
AIP
423
Ameritas Investment Partners
Nebraska
$286K
BIAS
424
Beacon Investment Advisory Services
New Jersey
$285K
GWM
425
Geneos Wealth Management
Colorado
$282K +$291K +8,316 New

DOC Hedge Fund Activity: Q4 2019 in Review

610 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2019, worth a combined $17.4B — up 4.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DOC positions and 80 closed out — a net gain of 20 holders — while 239 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $419M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $141M.

  • 610 institutional investors held Healthpeak Properties (DOC) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $17.4B of Healthpeak Properties stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 100 funds opened new Healthpeak Properties positions in Q4 2019 and 80 closed out, a net change of +20 holders.
  • The largest Healthpeak Properties buyer in Q4 2019 was BlackRock, an estimated $419M added.
  • The largest Healthpeak Properties seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.