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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
426
Mairs & Power Inc
Minnesota
$330K +$320K +17,591 New
CB
427
Commerce Bank
Missouri
$320K +$19.3K +1,064 +7%
VSQM
428
V-Square Quantitative Management
Illinois
$318K +$12.7K +700 +4%
SIC
429
Salem Investment Counselors
North Carolina
$316K
Northwestern Mutual Wealth Management
430
Northwestern Mutual Wealth Management
Wisconsin
$313K +$108K +5,958 +55%
PFA
431
Pathway Financial Advisers
Indiana
$312K +$33.3K +1,835 +12%
Voloridge Investment Management
432
Voloridge Investment Management
Florida
$311K +$302K +16,602 New
VFA
433
Voya Financial Advisors
Connecticut
$310K +$11.4K +627 +4%
AUB
434
Atlantic Union Bankshares
Virginia
$304K +$295K +16,216 New
GT
435
Glenmede Trust
Pennsylvania
$302K +$9.41K +518 +3%
BL
436
Balentine LLC
Georgia
$302K +$292K +16,089 New
SFS
437
Stiles Financial Services
Minnesota
$297K -$46.3K -2,547 -14%
PAG
438
Private Advisor Group
New Jersey
$293K +$42.4K +2,336 +18%
KIA
439
Kraematon Investment Advisors
Massachusetts
$293K +$284K +15,603 New
SLI
440
Sumitomo Life Insurance
Japan
$290K -$9.81K -540 -3%
SAM
441
Secure Asset Management
Michigan
$283K +$274K +15,088 New
JFG
442
Jefferies Financial Group
New York
$282K +$273K +15,031 New
VVP
443
Venture Visionary Partners
Ohio
$274K +$265K +14,609 New
BCM
444
BTC Capital Management
Iowa
$274K +$265K +14,599 New
QCG
445
Quadrant Capital Group
Ohio
$274K +$78.6K +4,327 +42%
VFA
446
Valeo Financial Advisors
Indiana
$269K +$263K +14,460 New
JIR
447
James Investment Research
Ohio
$267K +$259K +14,247 New
SIMG
448
Sonora Investment Management Group
Arizona
$266K +$258K +14,213 New
BP
449
Ballentine Partners
Massachusetts
$266K +$21.1K +1,163 +9%
William Blair Investment Management
450
William Blair Investment Management
Illinois
$255K +$248K +13,625 New

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.