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Healthpeak Properties

591 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 179

13% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $3.29M

3% less funds holding

Funds holding: 612591 (-21)

8.74% less ownership

Funds ownership: 221.96%213.22% (-8.7%)

10% less capital invested

Capital invested by funds: $12.5B → $11.2B (-$1.31B)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
591
Holders Change
-21
Holders Change %
-3.43%
% of All Funds
9.42%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.05%
New
59
Increased
247
Reduced
179
Closed
66
Calls
$3.73M
Puts
$3.29M
Net Calls
+$438K
Net Calls Change
-$8.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
BTC Capital Management
Iowa
$257K -$139K -5,586 -32%
DGAM
402
Desjardins Global Asset Management
Quebec, Canada
$254K -$29.8K -1,203 -9%
IFG
403
Independent Financial Group
California
$254K +$84.2K +3,395 +42%
SI
404
Stephens Inc
Arkansas
$253K +$18.3K +737 +7%
BCI
405
Brinker Capital Investments
Pennsylvania
$245K -$19.9K -803 -7%
OPS
406
Orion Portfolio Solutions
Nebraska
$245K +$276K +11,147 New
MFC
407
Mechanics Financial Corp
Ohio
$243K
GC
408
Gilbert & Cook
Iowa
$242K +$3.5K +141 +1%
VU
409
Vanderbilt University
Tennessee
$240K +$7.74K +312 +3%
IAIM
410
International Assets Investment Management
Florida
$236K +$267K +10,748 New
RCM
411
Raleigh Capital Management
North Carolina
$235K +$7.17K +289 +3%
CA
412
Commerzbank Aktiengesellschaft
Germany
$231K +$260K +10,473 New
CF
413
Centaurus Financial
California
$230K +$27.2K +1,098 +12%
FIM
414
Fernwood Investment Management
Massachusetts
$229K -$14.9K -600 -5%
WDC
415
Woodward Diversified Capital
California
$228K +$546 +22 +0.2%
WDA
416
Wendell David Associates
New Hampshire
$228K
MW
417
Marcum Wealth
Ohio
$221K +$249K +10,060 New
AFO
418
Allie Family Office
Florida
$219K
SFS
419
Sowell Financial Services
Arkansas
$213K -$145K -5,866 -38%
DA
420
Dover Advisors
Virginia
$209K
CCM
421
Coldstream Capital Management
Washington
$209K -$51.8K -2,090 -18%
OTL
422
Oak Thistle LLC
New York
$208K +$234K +9,456 New
RFC
423
Regions Financial Corp
Alabama
$207K +$10.2K +411 +5%
MAM
424
Mystic Asset Management
Rhode Island
$207K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$206K -$8.48K -342 -4%