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Healthpeak Properties
DOC

615 hedge funds and large institutions have $18.7B invested in Healthpeak Properties in 2021 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $4.62M

90% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $17.2B → $18.7B (+$1.48B)

6% more funds holding

Funds holding: 578 → 615 (+37)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

1.06% less ownership

Funds ownership: 236.34% → 235.29% (-1.1%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
615
Holders Change
+37
Holders Change %
+6.4%
% of All Funds
9.46%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
91
Increased
213
Reduced
205
Closed
48
Calls
$11.5M
Puts
$4.62M
Net Calls
+$6.88M
Net Calls Change
+$12.1M

Top Buyers

1
CIM
Centersquare Investment Management
Pennsylvania
+$99.8M
2
BlackRock
BlackRock
New York
+$84.5M
3
State Street
State Street
Massachusetts
+$79.7M
4
LPC
Long Pond Capital
New York
+$42.5M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$35.1M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$68.2M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$52.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$30.7M
4
Morgan Stanley
Morgan Stanley
New York
-$23.2M
5
PI
PineBridge Investments
New York
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Accel Wealth Management
Iowa
$75K -$18.3K -532 -20%
MAM
477
Meeder Asset Management
Ohio
$74K -$2.55K -74 -3%
SCM
478
Silvant Capital Management
Georgia
$70K – – –
SSB
479
Sandy Spring Bank
Maryland
$70K +$379 +11 +0.6%
KPCM
480
Kings Point Capital Management
New York
$69K – – –
PCG
481
Private Capital Group
Connecticut
$67K -$32K -927 -33%
PMFA
482
Plante Moran Financial Advisors
Michigan
$67K +$7.52K +218 +13%
T
483
TOBAM
France
$66K – – –
DGAM
484
Desjardins Global Asset Management
Quebec, Canada
$63K +$61.1K +1,772 New
FP
485
Financial Perspectives
Minnesota
$62.8K +$517 +15 +0.9%
NSIM
486
North Star Investment Management
Illinois
$62K – – –
OCM
487
Orion Capital Management
California
$61K – – –
HPC
488
HM Payson & Co
Maine
$58K -$48.3K -1,400 -47%
NL
489
NVWM LLC
Pennsylvania
$58K – – –
IA
490
IFP Advisors
Florida
$57K -$5.72K -166 -10%
FPS
491
Fieldpoint Private Securities
Connecticut
$55K – – –
DI
492
Disciplined Investments
Oklahoma
$52K – – –
PGAM
493
Princeton Global Asset Management
New Jersey
$50K +$1.76K +51 +4%
SWM
494
Spire Wealth Management
Virginia
$49K +$19.5K +564 +72%
AIM
495
Anchor Investment Management
South Carolina
$46.9K – – –
IHWM
496
Iron Horse Wealth Management
Iowa
$45K – – –
MMG
497
Monetary Management Group
Missouri
$43K – – –
CFA
498
Carroll Financial Associates
North Carolina
$43K +$1.48K +43 +4%
SBL
499
Sargent Bickham Lagudis
Colorado
$42K +$241 +7 +0.6%
CWC
500
Carolinas Wealth Consulting
North Carolina
$40K – – –
18 19
20
21 22

DOC Hedge Fund Activity: Q4 2021 in Review

615 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2021, worth a combined $18.7B — up 8.6% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DOC positions and 48 closed out — a net gain of 43 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $99.8M. The largest seller was Cohen & Steers, cutting an estimated $68.2M.

  • 615 institutional investors held Healthpeak Properties (DOC) as of Q4 2021, up from 578 in Q3 2021.
  • Funds reported $18.7B of Healthpeak Properties stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 91 funds opened new Healthpeak Properties positions in Q4 2021 and 48 closed out, a net change of +43 holders.
  • The largest Healthpeak Properties buyer in Q4 2021 was Centersquare Investment Management, an estimated $99.8M added.
  • The largest Healthpeak Properties seller in Q4 2021 was Cohen & Steers, an estimated $68.2M sold.

Based on aggregated 13F filings for Q4 2021.