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Healthpeak Properties

761 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

4% more funds holding

Funds holding: 733761 (+28)

0.86% more ownership

Funds ownership: 92.07%92.93% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

9% less capital invested

Capital invested by funds: $14.7B → $13.3B (-$1.38B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
761
Holders Change
+28
Holders Change %
+3.82%
% of All Funds
10.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
107
Increased
277
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
Commerce Bank
Missouri
$363K +$9.12K +421 +2%
KWA
452
Kingswood Wealth Advisors
California
$360K -$398K -18,355 -51%
VCA
453
Verdence Capital Advisors
Maryland
$360K +$40.2K +1,854 +12%
Two Sigma Investments
454
Two Sigma Investments
New York
$360K -$261K -12,030 -40%
VFA
455
Voya Financial Advisors
Connecticut
$359K +$1.5K +69 +0.4%
SIMG
456
Sonora Investment Management Group
Arizona
$356K +$84.5K +3,898 +27%
BBVA
457
Banco Bilbao Vizcaya Argentaria
Spain
$353K -$189K -8,724 -33%
AFG
458
Atomi Financial Group
New York
$352K -$1.56K -72 -0.4%
AFCM
459
Applied Finance Capital Management
Puerto Rico
$346K
SIC
460
Salem Investment Counselors
North Carolina
$342K
IWC
461
Integrated Wealth Concepts
Massachusetts
$342K +$36.8K +1,700 +11%
BP
462
Ballentine Partners
Massachusetts
$340K +$2.92K +135 +0.8%
GT
463
Glenmede Trust
Pennsylvania
$338K +$21.8K +1,005 +6%
MFG
464
Menard Financial Group
Texas
$338K +$38.2K +1,765 +12%
MYAM
465
Meiji Yasuda Asset Management
Japan
$337K +$15.2K +700 +4%
QCG
466
Quadrant Capital Group
Ohio
$334K +$8.39K +387 +2%
HWM
467
HB Wealth Management
Georgia
$333K +$164K +7,546 +85%
MWM
468
Manske Wealth Management
Texas
$329K +$352K +16,249 New
NMG
469
New Millennium Group
Utah
$322K -$1.86K -86 -0.5%
AAS
470
Annex Advisory Services
Wisconsin
$320K
P
471
&Partners
Tennessee
$316K +$81.5K +3,763 +32%
DTL
472
Dynamic Technology Lab
Singapore
$316K +$338K +15,597 New
ECM
473
Everence Capital Management
Indiana
$316K +$338K +15,610 New
BSTWA
474
Blake Schutter Theil Wealth Advisors
Ohio
$316K +$80.1K +3,696 +31%
WIA
475
World Investment Advisors
California
$314K +$59.5K +2,748 +22%

DOC Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2024, worth a combined $13.3B — down 9.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 69 closed out — a net gain of 38 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $375M. The largest seller was UBS AM, cutting an estimated $137M.

  • 761 institutional investors held Healthpeak Properties (DOC) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $13.3B of Healthpeak Properties stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q4 2024 and 69 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2024 was Principal Financial Group, an estimated $375M added.
  • The largest Healthpeak Properties seller in Q4 2024 was UBS AM, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.