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Healthpeak Properties

600 hedge funds and large institutions have $16.6B invested in Healthpeak Properties in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.96M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $15.7B → $16.6B (+$814M)

1% more funds holding

Funds holding: 593600 (+7)

9% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 202

0.45% less ownership

Funds ownership: 248.32%247.87% (-0.45%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
67
Increased
220
Reduced
202
Closed
57
Calls
$31.5M
Puts
$8.96M
Net Calls
+$22.6M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
OneDigital Investment Advisors
Kansas
$229K +$6.07K +200 +3%
SPC
427
Sigma Planning Corp
Michigan
$220K -$1.76K -58 -0.8%
MC
428
Moors & Cabot
Massachusetts
$220K +$210K +6,917 New
PAS
429
Park Avenue Securities
New York
$213K +$204K +6,707 New
Cetera Investment Advisers
430
Cetera Investment Advisers
Illinois
$211K -$18.4K -606 -8%
FFN
431
Focus Financial Network
Minnesota
$211K +$202K +6,635 New
AssetMark Inc
432
AssetMark Inc
California
$210K -$9.29K -306 -4%
AC
433
Alexandria Capital
Virginia
$207K +$198K +6,515 New
CAN
434
Cetera Advisor Networks
California
$207K +$198K +6,516 New
SBH
435
Segall Bryant & Hamill
Illinois
$205K -$9.11K -300 -4%
AAS
436
Avantax Advisory Services
Texas
$204K -$11.5K -379 -6%
WANY
437
Wealthspire Advisors (New York)
New York
$204K +$195K +6,421 New
EP
438
Edgestream Partners
New Jersey
$203K +$194K +6,389 New
RMSCM
439
R.M. Sincerbeaux Capital Management
New York
$203K +$195K +6,411 New
FTDI
440
First Trust Direct Indexing
Massachusetts
$202K -$64.8K -2,135 -25%
APA
441
American Portfolios Advisors
New York
$200K -$30.2K -993 -14%
PFSC
442
Peoples Financial Services Corp
Pennsylvania
$193K
TPCW
443
TD Private Client Wealth
New York
$178K +$8.78K +289 +5%
PVH
444
Psagot Value Holdings
Israel
$172K +$45.5K +1,497 +38%
WT
445
Whittier Trust
California
$171K -$94.2K -3,100 -37%
GC
446
Grace Capital
Massachusetts
$164K
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$157K
Federated Hermes
448
Federated Hermes
Pennsylvania
$148K -$6.04K -199 -4%
Bessemer Group
449
Bessemer Group
New Jersey
$146K +$76.4K +2,514 +120%
M
450
MOTCO
Texas
$135K -$19.9K -655 -13%

DOC Hedge Fund Activity: Q1 2021 in Review

600 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2021, worth a combined $16.6B — up 5.2% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOC positions and 57 closed out — a net gain of 10 holders — while 220 added to existing stakes and 202 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $405M. The largest seller was Centersquare Investment Management, cutting an estimated $160M.

  • 600 institutional investors held Healthpeak Properties (DOC) as of Q1 2021, up from 593 in Q4 2020.
  • Funds reported $16.6B of Healthpeak Properties stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 67 funds opened new Healthpeak Properties positions in Q1 2021 and 57 closed out, a net change of +10 holders.
  • The largest Healthpeak Properties buyer in Q1 2021 was Cohen & Steers, an estimated $405M added.
  • The largest Healthpeak Properties seller in Q1 2021 was Centersquare Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.