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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
476
Focus Partners Wealth
Massachusetts
$226K +$219K +12,069 New
CFB
477
Cullen/Frost Bankers
Texas
$221K -$23.5K -1,291 -10%
PA
478
Parallel Advisors
California
$218K +$21.3K +1,173 +11%
FPAS
479
Focus Partners Advisor Solutions
Missouri
$217K +$211K +11,595 New
IMCOOI
480
Investment Management Corp of Ontario (IMCO)
Canada
$214K -$25.4K -1,400 -11%
PWA
481
Provenance Wealth Advisors
Florida
$214K +$207K +11,399 New
HIP
482
HUB Investment Partners
Texas
$212K +$206K +11,323 New
KFS
483
Keynote Financial Services
Connecticut
$211K +$205K +11,256 New
WDC
484
Woodward Diversified Capital
California
$211K +$19.3K +1,064 +10%
SFS
485
Sowell Financial Services
Arkansas
$210K +$204K +11,207 New
LNWWM
486
Laird Norton Wetherby Wealth Management
California
$209K +$203K +11,163 New
HI
487
Horizon Investments
North Carolina
$205K +$37.6K +2,072 +23%
CIM
488
Corbyn Investment Management
Maryland
$205K +$198K +10,911 New
HCM
489
Howland Capital Management
Massachusetts
$201K -$8.54K -470 -4%
WA
490
WealthTrust Axiom
Pennsylvania
$201K +$195K +10,725 New
RCM
491
Raleigh Capital Management
North Carolina
$200K -$9.81K -540 -5%
PA
492
Profund Advisors
Maryland
$200K +$194K +10,678 New
RFC
493
Regions Financial Corp
Alabama
$199K +$193K +10,639 New
William Blair & Company
494
William Blair & Company
Illinois
$198K +$191K +10,535 New
CTC
495
Cetera Trust Company
Minnesota
$196K +$109K +6,025 +135%
OIA
496
OneDigital Investment Advisors
Kansas
$194K +$188K +10,359 New
CS
497
Cannell & Spears
New York
$193K
PP
498
Prudential plc
United Kingdom
$192K -$432K -23,753 -70%
MW
499
Marcum Wealth
Ohio
$192K +$186K +10,224 New
LNC
500
Lincoln National Corp
Pennsylvania
$191K +$185K +10,172 New

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.