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Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
476
CVA Family Office
Colorado
$41K +$56.7K +1,740 New
LWM
477
Liberty Wealth Management
California
$40K
FP
478
Financial Perspectives
Minnesota
$38.3K +$554 +17 +1%
GTAM
479
Global Trust Asset Management
Florida
$38K -$26.1K -800 -34%
CFA
480
Carroll Financial Associates
North Carolina
$38K
PMFA
481
Plante Moran Financial Advisors
Michigan
$38K
AF
482
Advisornet Financial
Minnesota
$36K -$61K -1,872 -55%
NSIM
483
North Star Investment Management
Illinois
$36K
H
484
Hexavest
Quebec, Canada
$35K -$85.7K -2,630 -64%
BBHC
485
Brown Brothers Harriman & Co
New York
$35K -$1.56K -48 -3%
CIA
486
CSat Investment Advisory
Michigan
$35K +$1.11K +34 +2%
CA
487
Clearstead Advisors
Ohio
$33K +$45.6K +1,400 New
PGAM
488
Princeton Global Asset Management
New Jersey
$32K +$4.89K +150 +13%
EI
489
Ellevest Inc
New York
$31K +$28.3K +868 +205%
FHA
490
First Horizon Advisors
Tennessee
$30K +$880 +27 +2%
CT
491
Caldwell Trust
Florida
$29.7K
PO
492
Private Ocean
California
$29K
TRCT
493
Tower Research Capital (TRC)
New York
$28K +$36.5K +1,120 +1,867%
BCA
494
Berman Capital Advisors
Georgia
$26K +$19.8K +609 +117%
BAM
495
Barrett Asset Management
New York
$24K
SIS
496
Sound Income Strategies
Florida
$24K +$16.3K +500 +96%
AT
497
Arden Trust
Delaware
$24K +$32.6K +1,000 New
HWA
498
HHM Wealth Advisors
Tennessee
$24K +$32.6K +1,000 New
WTC
499
WhitTier Trust Company
Nevada
$22K
CP
500
Corbenic Partners
Pennsylvania
$22K +$30.1K +924 New

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.