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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
CIMLRA
26
CBRE Investment Management Listed Real Assets
Pennsylvania
$69.8M -$19.7M -960,620 -20%
Bank of America
27
Bank of America
North Carolina
$64.5M +$4.7M +228,787 +7%
Janus Henderson Group
28
Janus Henderson Group
United Kingdom
$64.3M +$5.28M +257,054 +8%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$62M +$28.6M +1,393,552 +70%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$59.2M +$325K +15,829 +0.5%
DPIM
31
Duff & Phelps Investment Management
Illinois
$55.6M -$4.48M -218,270 -7%
Man Group
32
Man Group
United Kingdom
$53.6M -$59.7M -2,905,641 Closed
HSBC Holdings
33
HSBC Holdings
United Kingdom
$50.1M -$8.39M -408,764 -13%
VLKIM
34
Van Lanschot Kempen Investment Management
Netherlands
$48.7M +$10.1M +490,374 +23%
SEI Investments
35
SEI Investments
Pennsylvania
$48M +$11.2M +547,830 +27%
Ameriprise
36
Ameriprise
Minnesota
$42.6M +$13.2M +642,289 +38%
Franklin Resources
37
Franklin Resources
California
$41.8M +$1.06M +51,671 +2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$40.9M +$9.04M +440,267 +25%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$39.3M -$5.32M -259,094 -11%
LIMS
40
Lasalle Investment Management Securities
Maryland
$38.2M +$37.8M +1,840,999 +767%
VCM
41
V3 Capital Management
Texas
$37M -$1.91M -93,000 -4%
AAMU
42
APG Asset Management US
New York
$36.5M -$4.31M -210,119 -10%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$35.8M +$15.2M +741,748 +61%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$32.7M +$8.68M +422,576 +31%
Amundi
45
Amundi
France
$32.5M -$9.26M -451,247 -19%
Macquarie Group
46
Macquarie Group
Australia
$32.4M -$1.06M -51,598 -3%
Swiss National Bank
47
Swiss National Bank
Switzerland
$32.3M -$4.43M -215,800 -11%
Barclays
48
Barclays
United Kingdom
$32.1M -$17M -825,794 -32%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$31M +$266K +12,965 +0.8%
Allianz Asset Management
50
Allianz Asset Management
Germany
$29.9M -$2.69M -130,924 -7%

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.