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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
BFS
451
Bradley Foster & Sargent
Connecticut
$221K -$46.9K -1,558 -16%
FNFDCM
452
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$221K – – –
JIC
453
Johnson Investment Counsel
Ohio
$218K +$6.01K +200 +3%
VHAM
454
Van Hulzen Asset Management
California
$216K – – –
FCCM
455
First City Capital Management
Georgia
$212K +$229K +7,612 New
SB
456
Suntrust Banks
Georgia
$211K +$228K +7,597 New
KPCM
457
Kings Point Capital Management
New York
$210K – – –
WP
458
WealthPLAN Partners
Nebraska
$209K +$902 +30 +0.4%
KWMG
459
King Wealth Management Group
Florida
$207K -$3.37K -112 -1%
GFPC
460
Global Financial Private Capital
Florida
$204K +$221K +7,345 New
AOWM
461
Alpha Omega Wealth Management
Virginia
$203K -$13.5K -450 -6%
SAM
462
Silvercrest Asset Management
New York
$202K -$30.1K -1,000 -12%
CFA
463
Cahill Financial Advisors
Minnesota
$202K -$13.6K -451 -6%
PFBT
464
Parkside Financial Bank & Trust
Missouri
$200K -$541 -18 -0.3%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$192K +$16.1K +534 +8%
AC
466
Alexandria Capital
Virginia
$183K -$4.33K -144 -2%
WT
467
Whittier Trust
California
$180K – – –
RIM
468
Rampart Investment Management
Connecticut
$179K +$27.9K +927 +17%
MRCM
469
M&R Capital Management
New Jersey
$176K -$39K -1,298 -17%
PCM
470
Penserra Capital Management
California
$163K +$184K +6,112 New
FPS
471
Fieldpoint Private Securities
Connecticut
$147K +$159K +5,275 New
SIM
472
Sonora Investment Management
Arizona
$145K +$6.01K +200 +4%
EAM
473
Exane Asset Management
France
$136K +$147K +4,884 New
CPIG
474
Chicago Partners Investment Group
Illinois
$126K +$30.1K +1,000 +28%
GRP
475
Global Retirement Partners
California
$122K +$2.95K +98 +2%
17 18
19
20 21

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.