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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
451
TD Private Client Wealth
New York
$147K +$33.5K +1,904 +34%
CFGS
452
Concourse Financial Group Securities
Alabama
$139K
AIP
453
Ameritas Investment Partners
Nebraska
$120K -$14.1K -801 -12%
BEI
454
Benjamin Edwards Inc
Missouri
$117K -$4.13K -235 -4%
QC
455
Quent Capital
New York
$109K +$4.31K +245 +5%
CSS
456
Cubist Systematic Strategies
Connecticut
$101K -$3.48M -197,800 -97%
M
457
MOTCO
Texas
$97.5K -$6.77K -385 -7%
WT
458
Whittier Trust
California
$95.8K +$11.4K +650 +16%
SCM
459
Silvant Capital Management
Georgia
$88.7K
CTC
460
Cetera Trust Company
Minnesota
$88.1K +$78.3K +4,450 New
CFD
461
Creative Financial Designs
Indiana
$86.1K +$6.16K +350 +9%
RL
462
Rogco LP
Oklahoma
$80.9K +$41.1K +2,336 +133%
Loomis, Sayles & Company
463
Loomis, Sayles & Company
Massachusetts
$79K +$36.4K +2,068 +108%
Federated Hermes
464
Federated Hermes
Pennsylvania
$73.7K +$65.5K +3,721 New
Kayne Anderson Rudnick Investment Management
465
Kayne Anderson Rudnick Investment Management
California
$70.7K
BFEC
466
Benjamin F. Edwards & Company
Missouri
$67K +$8.06K +458 +16%
AA
467
Addison Advisors
Vermont
$62.1K +$13.6K +774 +33%
NA
468
NewEdge Advisors
Louisiana
$58.9K +$29.6K +1,683 +130%
CFO
469
CVA Family Office
Colorado
$58.4K +$51.9K +2,949 New
HCP
470
Hexagon Capital Partners
Arkansas
$57.6K +$7.05K +401 +16%
RFG
471
REAP Financial Group
Texas
$57.3K +$50.9K +2,896 New
AFWM
472
Abich Financial Wealth Management
Virginia
$57.2K +$50.9K +2,891 New
PB
473
Pinnacle Bancorp
Nebraska
$54.3K -$880 -50 -2%
SIM
474
Sentry Investment Management
Wisconsin
$54K -$5.19K -295 -10%
PS
475
Principal Securities
Iowa
$53.6K +$47.7K +2,709 New

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.