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Healthpeak Properties
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Overview Fund Activity

570 hedge funds and large institutions have $9.61B invested in Healthpeak Properties in 2018 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 214 increasing their positions, 193 reducing their positions, and 77 closing their positions.

Holders
570
Holders Change
-11
Holders Change %
-1.89%
% of All Funds
13.08%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
71
Increased
214
Reduced
193
Closed
77
Calls
$10.7M
Puts
$12.1M
Net Calls
-$1.41M
Net Calls Change
-$12.8M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$226M
2
CIM
2
Centersquare Investment Management
Pennsylvania
$176M
3
RC
3
Resolution Capital
Australia
$69M
4
Citadel Advisors
4
Citadel Advisors
Florida
$134M
5
ACM
5
AEW Capital Management
Massachusetts
$49.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$145M
3
BC
3
Brookfield Corp
Ontario, Canada
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.83B
5
BlackRock
5
BlackRock
New York
$1.04B
Name Market Value Shares Shares
Change 		Shares
Change %
ARMT
451
Amica Retiree Medical Trust
Rhode Island
$62K 2,669 – –
FGC
452
Financial Gravity Companies
Texas
$60K 2,558 +671 +36%
FGAM
453
Financial Gravity Asset Management
Texas
$60K 2,558 +2,558 New
PCG
454
Private Capital Group
Connecticut
$56K 2,403 +2,252 +1,491%
SCM
455
Silvant Capital Management
Georgia
$55K 2,354 +2,354 New
MIFH
456
Migdal Insurance & Financial Holdings
Israel
$53K 2,289 +953 +71%
THWM
457
Taylor Hoffman Wealth Management
Virginia
$52K 2,244 – –
CFA
458
Carroll Financial Associates
North Carolina
$49K 2,146 +346 +19%
BFEC
459
Benjamin F. Edwards & Company
Missouri
$47K 2,032 -447 -18%
WTC
460
WhitTier Trust Company
Nevada
$45K 1,930 – –
PA
461
Parallel Advisors
California
$45K 1,954 +1,309 +203%
SFM
462
Signet Financial Management
New Jersey
$43K 1,852 +1,852 New
CCM
463
Covington Capital Management
California
$41K 1,778 – –
FANJ
464
Financial Architects (New Jersey)
New Jersey
$39K 1,649 -14 -0.8%
PMFA
465
Plante Moran Financial Advisors
Michigan
$39K 1,667 – –
AWM
466
Aevitas Wealth Management
Massachusetts
$39K 1,674 – –
SBL
467
Sargent Bickham Lagudis
Colorado
$38K 1,616 – –
OIA
468
OneDigital Investment Advisors
Kansas
$36K 1,539 – –
TC
469
Trilogy Capital
California
$36K 1,563 +1,563 New
BAM
470
Bruderman Asset Management
New York
$35K 1,504 +1,504 New
SWM
471
SeaCrest Wealth Management
New York
$34K 1,460 – –
NSIM
472
North Star Investment Management
Illinois
$31K 1,329 -300 -18%
CIP
473
Convergence Investment Partners
Florida
$31K 1,348 +1,348 New
QCG
474
Quadrant Capital Group
Ohio
$31K 1,589 +1,455 +1,086%
RFWA
475
RPg Family Wealth Advisory
Massachusetts
$29.9K 1,289 – –
17 18
19
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