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Healthpeak Properties

600 hedge funds and large institutions have $16.6B invested in Healthpeak Properties in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.96M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $15.7B → $16.6B (+$814M)

1% more funds holding

Funds holding: 593600 (+7)

9% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 202

0.45% less ownership

Funds ownership: 248.32%247.87% (-0.45%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
67
Increased
220
Reduced
202
Closed
57
Calls
$31.5M
Puts
$8.96M
Net Calls
+$22.6M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
476
Sandy Spring Bank
Maryland
$61K +$334 +11 +0.6%
KPCM
477
Kings Point Capital Management
New York
$60K
T
478
TOBAM
France
$58K
PA
479
Parallel Advisors
California
$57K +$2.7K +89 +5%
NSIM
480
North Star Investment Management
Illinois
$55K
OCM
481
Orion Capital Management
California
$54K
PMFA
482
Plante Moran Financial Advisors
Michigan
$52K -$46.4K -1,527 -48%
HFA
483
Hoover Financial Advisors
Pennsylvania
$52K -$14.6K -482 -23%
IA
484
IFP Advisors
Florida
$52K -$2.43K -80 -5%
PCG
485
Private Capital Group
Connecticut
$51K -$51.2K -1,687 -51%
NL
486
NVWM LLC
Pennsylvania
$51K
LWM
487
Liberty Wealth Management
California
$50K
SWM
488
Spire Wealth Management
Virginia
$50K +$47.4K +1,561 New
CIA
489
CSat Investment Advisory
Michigan
$48K +$7.5K +247 +20%
FPS
490
Fieldpoint Private Securities
Connecticut
$48K +$7.96K +262 +21%
OSAM
491
O'Shaughnessy Asset Management
Connecticut
$47K +$5.32K +175 +13%
CFA
492
Carroll Financial Associates
North Carolina
$46K
AF
493
Advisornet Financial
Minnesota
$44K -$93.2K -3,070 -69%
MAM
494
Meeder Asset Management
Ohio
$44K +$8.66K +285 +26%
GWMIA
495
Global Wealth Management Investment Advisory
Florida
$43K -$1.61K -53 -4%
PGAM
496
Princeton Global Asset Management
New Jersey
$42K
AIM
497
Anchor Investment Management
South Carolina
$41.3K
MMG
498
Monetary Management Group
Missouri
$38K +$30.4K +1,000 +500%
BCA
499
Berman Capital Advisors
Georgia
$37K -$13.6K -447 -27%
SBL
500
Sargent Bickham Lagudis
Colorado
$36K +$243 +8 +0.7%

DOC Hedge Fund Activity: Q1 2021 in Review

600 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2021, worth a combined $16.6B — up 5.2% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOC positions and 57 closed out — a net gain of 10 holders — while 220 added to existing stakes and 202 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $405M. The largest seller was Centersquare Investment Management, cutting an estimated $160M.

  • 600 institutional investors held Healthpeak Properties (DOC) as of Q1 2021, up from 593 in Q4 2020.
  • Funds reported $16.6B of Healthpeak Properties stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 67 funds opened new Healthpeak Properties positions in Q1 2021 and 57 closed out, a net change of +10 holders.
  • The largest Healthpeak Properties buyer in Q1 2021 was Cohen & Steers, an estimated $405M added.
  • The largest Healthpeak Properties seller in Q1 2021 was Centersquare Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.