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Healthpeak Properties
DOC

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: 606 → 573 (-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: 8 → 6 (-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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$231M
2
Cohen & Steers
Cohen & Steers
New York
+$226M
3
Principal Financial Group
Principal Financial Group
Iowa
+$106M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$49.1M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$32.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$235M
2
JP Morgan Chase
JP Morgan Chase
New York
-$202M
3
SCRM
Security Capital Research & Management
Illinois
-$34M
4
Invesco
Invesco
Georgia
-$28.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$27.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
B
426
Barings
North Carolina
$284K +$307K +10,211 New
VIA
427
Virtus Investment Advisers
Connecticut
$282K -$38.6K -1,285 -11%
QI
428
Quotient Investors
New York
$276K – – –
HCM
429
Hodges Capital Management
Texas
$275K -$3.01K -100 -1%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$275K +$40.2K +1,338 +16%
TG
431
TLP Group
Illinois
$275K +$292K +9,698 +4,973%
PWM
432
Perigon Wealth Management
California
$264K – – –
ADBIC
433
A.D. Beadell Investment Counsel
Wisconsin
$261K -$530K -17,625 -65%
TI
434
Telemetry Investments
New York
$253K +$273K +9,080 New
LP
435
LMR Partners
United Kingdom
$251K -$777K -25,845 -74%
LS
436
Livforsakringsbolaget Skandia
Sweden
$248K – – –
ERIM
437
Eagle Ridge Investment Management
Connecticut
$246K +$266K +8,845 New
ECM
438
Everence Capital Management
Indiana
$241K – – –
PCMC
439
Paragon Capital Management (Colorado)
Colorado
$239K +$662 +22 +0.3%
EB
440
Eastern Bank
Massachusetts
$238K -$6.08K -202 -2%
SFM
441
Soros Fund Management
New York
$234K +$253K +8,400 New
SSW
442
Smith Shellnut Wilson
Mississippi
$234K +$253K +8,415 New
AT
443
Arden Trust
Delaware
$232K -$15K -500 -6%
SWP
444
Stratos Wealth Partners
Ohio
$227K -$12K -399 -5%
SRSA
445
S.R. Schill & Associates
Washington
$225K – – –
TBA
446
Tower Bridge Advisors
Pennsylvania
$225K – – –
BHWM
447
Bar Harbor Wealth Management
New Hampshire
$224K -$102K -3,389 -30%
CPA
448
Cowen Prime Advisors
New York
$223K – – –
MCP
449
Mirador Capital Partners
California
$223K +$241 +8 +0.1%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$222K -$1.04M -34,676 -81%
16 17
18
19 20

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.