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Healthpeak Properties

761 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

4% more funds holding

Funds holding: 733761 (+28)

0.86% more ownership

Funds ownership: 92.07%92.93% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

9% less capital invested

Capital invested by funds: $14.7B → $13.3B (-$1.38B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
761
Holders Change
+28
Holders Change %
+3.82%
% of All Funds
10.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
107
Increased
277
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
CMMS
476
Comprehensive Money Management Services
Florida
$313K +$335K +15,462 New
IAS
477
Insigneo Advisory Services
Florida
$313K +$29K +1,339 +9%
SWP
478
Sagespring Wealth Partners
Tennessee
$312K +$334K +15,400 New
SFS
479
Sowell Financial Services
Arkansas
$312K +$55.9K +2,578 +20%
NRI
480
NFP Retirement Inc
California
$308K -$36K -1,660 -10%
SF
481
Symphony Financial
Texas
$307K +$55.2K +2,548 +21%
CL
482
Choreo LLC
Illinois
$305K -$14.1K -649 -4%
Capstone Investment Advisors
483
Capstone Investment Advisors
New York
$292K +$42.2K +1,949 +16%
NA
484
NewEdge Advisors
Louisiana
$292K +$29.7K +1,371 +11%
KIA
485
Kraematon Investment Advisors
Massachusetts
$291K -$27.1K -1,252 -8%
BFG
486
Beacon Financial Group
Texas
$289K -$57.1K -2,636 -16%
CW
487
CreativeOne Wealth
Kansas
$284K +$105K +4,826 +53%
CAS
488
Coppell Advisory Solutions
Texas
$282K +$18.2K +840 +6%
DWAM
489
Duncan Williams Asset Management
Tennessee
$280K -$5.31K -245 -2%
PFBT
490
Parkside Financial Bank & Trust
Missouri
$279K +$9.84K +454 +3%
HH
491
Hilltop Holdings
Texas
$278K -$6.76K -312 -2%
AB
492
Atlas Brown
Kentucky
$276K +$1.3K +60 +0.4%
PA
493
Parallel Advisors
California
$272K -$13.5K -622 -4%
AWS
494
Aspen Wealth Strategies
Colorado
$270K -$8.69K -401 -3%
NP
495
NorthRock Partners
Minnesota
$270K -$7K -323 -2%
GT
496
Greenleaf Trust
Michigan
$269K -$123K -5,668 -30%
SI
497
Stephens Inc
Arkansas
$269K -$18.1K -833 -6%
PA
498
Probity Advisors
Texas
$269K +$7.24K +334 +3%
IAN
499
Integrated Advisors Network
Texas
$265K -$412 -19 -0.1%
IIM
500
INTECH Investment Management
Florida
$263K +$281K +12,958 New

DOC Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2024, worth a combined $13.3B — down 9.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 69 closed out — a net gain of 38 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $375M. The largest seller was UBS AM, cutting an estimated $137M.

  • 761 institutional investors held Healthpeak Properties (DOC) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $13.3B of Healthpeak Properties stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q4 2024 and 69 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2024 was Principal Financial Group, an estimated $375M added.
  • The largest Healthpeak Properties seller in Q4 2024 was UBS AM, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.