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Healthpeak Properties
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Overview Fund Activity

572 hedge funds and large institutions have $16B invested in Healthpeak Properties in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 187 reducing their positions, and 47 closing their positions.

Holders
572
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
16.53%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.4%
New
65
Increased
245
Reduced
187
Closed
47
Calls
$25.1M
Puts
$18.3M
Net Calls
+$6.81M
Net Calls Change
+$3.75M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$939M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$154M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.17B
4
Millennium Management
4
Millennium Management
New York
$68.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$589M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$165M
2
Cohen & Steers
2
Cohen & Steers
New York
$265M
3
Morgan Stanley
3
Morgan Stanley
New York
$450M
4
PIM
4
Perkins Investment Management
Illinois
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
501
McKinley Capital Management
Alaska
$159K 4,090 – –
BEAM
502
Baker Ellis Asset Management
Washington
$153K 3,947 – –
GIS
503
Guardian Investor Services
New York
$137K 3,519 -123 -3%
CCS
504
Crosspoint Capital Strategies
California
$120K 3,100 – –
KPCM
505
Kings Point Capital Management
New York
$115K 2,960 – –
HIM
506
Hillsdale Investment Management
Ontario, Canada
$112K 2,900 +2,900 New
GLI
507
Guardian Life Insurance
New York
$100K 2,568 – –
CTC
508
Central Trust Company
Missouri
$99K 2,560 -451 -15%
SNT
509
Security National Trust
West Virginia
$97K 2,500 – –
ECM
510
ETrade Capital Management
Virginia
$92K 2,361 +1,540 +188%
TAM
511
Tocqueville Asset Management
New York
$86K 2,216 – –
TFA
512
Transamerica Financial Advisors
Florida
$86K 2,206 +2,144 +3,458%
FNBSF
513
First National Bank Sioux Falls
South Dakota
$78K 2,000 – –
LNB
514
Ledyard National Bank
$78K 2,000 – –
IMS
515
Index Management Solutions
Pennsylvania
$75K 1,932 +886 +85%
AR
516
Advisory Research
Illinois
$69K 1,777 +1,777 New
MMG
517
Monetary Management Group
Missouri
$66K 1,700 – –
PR
518
Payden & Rygel
California
$66K 1,700 – –
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$66K 1,700 +1,700 New
ARMC
520
American Research & Management Company
Massachusetts
$65K 1,666 – –
NSIM
521
North Star Investment Management
Illinois
$62K 1,600 +1,600 New
RNS
522
Robert N. Shapiro
$61K 1,544 -86 -5%
ST
523
Somerset Trust
Pennsylvania
$58K 1,500 +1,500 New
AWM
524
Avior Wealth Management
Nebraska
$58K 1,500 +1,500 New
WTB
525
Washington Trust Bank
Washington
$52K 1,347 +1,347 New
19 20
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