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Healthpeak Properties

585 hedge funds and large institutions have $9.41B invested in Healthpeak Properties in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 208

1.33% less ownership

Funds ownership: 215.11%213.78% (-1.3%)

4% less funds holding

Funds holding: 609585 (-24)

9% less capital invested

Capital invested by funds: $10.3B → $9.41B (-$933M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

85% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $31.1M

Holders
585
Holders Change
-24
Holders Change %
-3.94%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
246
Reduced
208
Closed
60
Calls
$4.8M
Puts
$31.1M
Net Calls
-$26.3M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
451
Barrett & Company
Rhode Island
$40.7K -$12.7K -620 -24%
HFM
452
Harvest Fund Management
China
$37K
NS
453
NBC Securities
Alabama
$37K +$41.8K +2,037 New
Loomis, Sayles & Company
454
Loomis, Sayles & Company
Massachusetts
$35K +$4.43K +216 +13%
SSB
455
Sandy Spring Bank
Maryland
$34.9K +$33K +1,609 +555%
FP
456
Financial Perspectives
Minnesota
$34.7K +$575 +28 +2%
SAM
457
S.A. Mason
Michigan
$33.4K -$12.3K -600 -25%
RL
458
Rogco LP
Oklahoma
$32.2K +$36K +1,752 New
NSIM
459
North Star Investment Management
Illinois
$32.1K
GWM
460
Geneos Wealth Management
Colorado
$31.3K -$44.3K -2,156 -56%
LFA
461
LGT Financial Advisors
Texas
$31.3K +$35K +1,704 New
OCM
462
Orion Capital Management
California
$31.2K +$34.9K +1,700 New
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
$30.1K +$2.83K +138 +9%
PMFA
464
Plante Moran Financial Advisors
Michigan
$29.6K
NL
465
NVWM LLC
Pennsylvania
$29.4K
AWM
466
Avior Wealth Management
Nebraska
$29.1K +$390 +19 +1%
UB
467
UMB Bank
Missouri
$28.6K +$2.69K +131 +9%
DSC
468
Duncker Streett & Co
Missouri
$28.5K
FFA
469
Farther Finance Advisors
California
$26.2K +$4.58K +223 +19%
PGAM
470
Princeton Global Asset Management
New Jersey
$24.7K +$62 +3 +0.2%
BBHC
471
Brown Brothers Harriman & Co
New York
$24.6K
CAC
472
Certified Advisory Corp
Florida
$24.5K +$287 +14 +1%
HB
473
Horizon Bancorp
Indiana
$24K -$3.61K -176 -12%
NA
474
NewEdge Advisors
Louisiana
$23.7K -$1.31K -64 -5%
HPC
475
HM Payson & Co
Maine
$22K

DOC Hedge Fund Activity: Q3 2023 in Review

585 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2023, worth a combined $9.41B — down 9% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of DOC and 42 opened new positions — a net loss of 18 holders — while 208 trimmed existing stakes and 246 added.

The largest buyer was Citadel Advisors, adding an estimated $52.2M. The largest seller was Long Pond Capital, exiting entirely with an estimated $116M sold.

  • 585 institutional investors held Healthpeak Properties (DOC) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $9.41B of Healthpeak Properties stock for Q3 2023, down 9% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2023 and 60 closed out, a net change of -18 holders.
  • The largest Healthpeak Properties buyer in Q3 2023 was Citadel Advisors, an estimated $52.2M added.
  • The largest Healthpeak Properties seller in Q3 2023 was Long Pond Capital, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2023.