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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
GC
451
Gilbert & Cook
Iowa
$255K +$781 +43 +0.3%
SI
452
Stephens Inc
Arkansas
$252K +$36.5K +2,009 +18%
NIM
453
NEOS Investment Management
Connecticut
$249K +$241K +13,260 New
FT
454
Fiduciary Trust
Massachusetts
$248K +$1.74K +96 +0.7%
PFM
455
Patton Fund Management
Texas
$247K +$240K +13,198 New
AWS
456
Aspen Wealth Strategies
Colorado
$247K +$240K +13,195 New
RJT
457
Raymond James Trust
Florida
$246K +$28.4K +1,565 +14%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$245K +$16.1K +888 +7%
CIM
459
CIM Investment Management
Pennsylvania
$245K +$237K +13,070 New
AFO
460
Allie Family Office
Florida
$245K +$170K +9,340 New
FIM
461
Freedom Investment Management
Connecticut
$244K +$43.2K +2,379 +22%
MG
462
Meritage Group
California
$243K +$235K +12,949 New
LCGC
463
Legacy Capital Group California
California
$242K +$235K +12,918 New
VI
464
Vestcor Inc
New Brunswick, Canada
$242K +$6.89K +379 +3%
BCM
465
Becker Capital Management
Oregon
$241K -$31.5K -1,735 -12%
AG
466
AIA Group
Hong Kong
$240K +$233K +12,799 New
DWA
467
Delap Wealth Advisory
Oregon
$238K +$231K +12,711 New
Capstone Investment Advisors
468
Capstone Investment Advisors
New York
$237K +$230K +12,650 New
SP
469
Systematic Portfolios
New York
$233K -$65.4K -3,602 -22%
HAG
470
HighPoint Advisor Group
Illinois
$233K +$26.9K +1,479 +14%
CIS
471
Custom Index Systems
New York
$231K +$224K +12,337 New
IAN
472
Integrated Advisors Network
Texas
$231K +$224K +12,331 New
HH
473
Hilltop Holdings
Texas
$230K +$7.27K +400 +3%
EH
474
Equitable Holdings
New York
$229K +$7.43K +409 +3%
PA
475
Probity Advisors
Texas
$228K -$636 -35 -0.3%

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.