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Healthpeak Properties
DOC

597 hedge funds and large institutions have $12.7B invested in Healthpeak Properties in 2018 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 202 increasing their positions, 203 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more funds holding in top 10

Funds holding in top 10: 6 → 13 (+7)

76% more call options, than puts

Call options by funds: $20.8M | Put options by funds: $11.9M

38% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 66

16.03% more ownership

Funds ownership: 234.99% → 251.02% (+16%)

13% more capital invested

Capital invested by funds: $11.3B → $12.7B (+$1.45B)

4% more funds holding

Funds holding: 576 → 597 (+21)

0% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 203

Holders
597
Holders Change
+21
Holders Change %
+3.65%
% of All Funds
13.3%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.29%
New
91
Increased
202
Reduced
203
Closed
66
Calls
$20.8M
Puts
$11.9M
Net Calls
+$8.97M
Net Calls Change
+$3.66M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$254M
2
ZP
Zimmer Partners
New York
+$229M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$165M
4
Cohen & Steers
Cohen & Steers
New York
+$164M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.9M

Top Sellers

1
SCRM
Security Capital Research & Management
Illinois
-$227M
2
LIMS
Lasalle Investment Management Securities
Maryland
-$173M
3
JP Morgan Chase
JP Morgan Chase
New York
-$73.7M
4
Morgan Stanley
Morgan Stanley
New York
-$66.9M
5
BC
Brookfield Corp
Ontario, Canada
-$27.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
NL
476
NVWM LLC
Pennsylvania
$48K +$48K +1,735 New
AWM
477
Aevitas Wealth Management
Massachusetts
$47K – – –
SBL
478
Sargent Bickham Lagudis
Colorado
$47K +$581 +21 +1%
PO
479
Private Ocean
California
$47K +$33.2K +1,198 +252%
CFA
480
Carroll Financial Associates
North Carolina
$46K -$13.8K -500 -23%
CCM
481
Covington Capital Management
California
$45K – – –
PMFA
482
Plante Moran Financial Advisors
Michigan
$45K – – –
LWM
483
Liberty Wealth Management
California
$45K +$44.8K +1,618 New
FANJ
484
Financial Architects (New Jersey)
New Jersey
$44K – – –
SF
485
Synovus Financial
Georgia
$44K – – –
BTNA
486
Bremer Trust National Association
Minnesota
$43K +$43.1K +1,558 New
MIFH
487
Migdal Insurance & Financial Holdings
Israel
$42K -$5.7K -206 -12%
GWMIA
488
Global Wealth Management Investment Advisory
Florida
$42K +$41.7K +1,507 New
ASN
489
Advisory Services Network
Georgia
$41K -$2.16K -78 -5%
QCG
490
Quadrant Capital Group
Ohio
$40K +$2.85K +103 +7%
BAMCO Inc
491
BAMCO Inc
New York
$40K +$39.8K +1,437 New
SSB
492
Sandy Spring Bank
Maryland
$38K -$4.48K -162 -11%
IDBONY
493
Israel Discount Bank of New York
New York
$38K – – –
NSIM
494
North Star Investment Management
Illinois
$37K – – –
GLI
495
Guardian Life Insurance
New York
$37K +$166 +6 +0.5%
CAW
496
Cornerstone Advisors (Washington)
Washington
$37K +$692 +25 +2%
KA
497
Kaizen Advisory
Illinois
$37K +$5.7K +206 +19%
Bessemer Group
498
Bessemer Group
New Jersey
$37K +$9.13K +330 +33%
PCIA
499
Prime Capital Investment Advisors
Kansas
$37K +$36.5K +1,320 New
RA
500
Rational Advisors
New York
$35K +$26.9K +973 +337%
18 19
20
21 22

DOC Hedge Fund Activity: Q4 2018 in Review

597 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2018, worth a combined $12.7B — up 13% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DOC positions and 66 closed out — a net gain of 25 holders — while 202 added to existing stakes and 203 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $254M. The largest seller was Security Capital Research & Management, cutting an estimated $227M.

  • 597 institutional investors held Healthpeak Properties (DOC) as of Q4 2018, up from 576 in Q3 2018.
  • Funds reported $12.7B of Healthpeak Properties stock for Q4 2018, up 13% quarter-over-quarter.
  • 91 funds opened new Healthpeak Properties positions in Q4 2018 and 66 closed out, a net change of +25 holders.
  • The largest Healthpeak Properties buyer in Q4 2018 was Deutsche Bank, an estimated $254M added.
  • The largest Healthpeak Properties seller in Q4 2018 was Security Capital Research & Management, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2018.