We are live on ! Find out more
DOC icon

Healthpeak Properties

610 hedge funds and large institutions have $17.4B invested in Healthpeak Properties in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $19M | Put options by funds: $12.6M

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 182

25% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 80

16.13% more ownership

Funds ownership: 252.45%268.58% (+16%)

1% more funds holding

Funds holding: 602610 (+8)

5% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$755M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
100
Increased
239
Reduced
182
Closed
80
Calls
$19M
Puts
$12.6M
Net Calls
+$6.45M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$77K -$105K -3,000 -57%
AIM
502
Anchor Investment Management
South Carolina
$76.1K
WEC
503
Winslow Evans & Crocker
Massachusetts
$74K
SBL
504
Sargent Bickham Lagudis
Colorado
$70K -$2.2K -63 -3%
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$67K +$665 +19 +1%
PWP
506
Personal Wealth Partners
Minnesota
$66K
SCM
507
Silvant Capital Management
Georgia
$66K
CCM
508
Covington Capital Management
California
$59K +$3.53K +101 +6%
SF
509
Synovus Financial
Georgia
$58K
LWM
510
Liberty Wealth Management
California
$57K +$490 +14 +0.9%
NL
511
NVWM LLC
Pennsylvania
$55K -$60.7K -1,735 -52%
CFA
512
Carroll Financial Associates
North Carolina
$55K
PMFA
513
Plante Moran Financial Advisors
Michigan
$55K
FP
514
Financial Perspectives
Minnesota
$54.9K +$55.7K +1,591 New
TA
515
TFG Advisers
Michigan
$54K +$55.1K +1,575 New
NSIM
516
North Star Investment Management
Illinois
$53K
PA
517
Parallel Advisors
California
$53K +$6.19K +177 +13%
BBHC
518
Brown Brothers Harriman & Co
New York
$53K +$53.4K +1,526 New
BCWM
519
Bartlett & Co Wealth Management
Ohio
$52.7K +$18.5K +528 +53%
GLI
520
Guardian Life Insurance
New York
$50K +$700 +20 +1%
CIA
521
CSat Investment Advisory
Michigan
$50K +$12.9K +368 +34%
CHAM
522
Clear Harbor Asset Management
Connecticut
$44.8K +$45.5K +1,300 New
PO
523
Private Ocean
California
$43K -$8.22K -235 -16%
FHA
524
First Horizon Advisors
Tennessee
$43K +$5.21K +149 +14%
CT
525
Caldwell Trust
Florida
$42.9K +$43.6K +1,245 New

DOC Hedge Fund Activity: Q4 2019 in Review

610 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2019, worth a combined $17.4B — up 4.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DOC positions and 80 closed out — a net gain of 20 holders — while 239 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $419M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $141M.

  • 610 institutional investors held Healthpeak Properties (DOC) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $17.4B of Healthpeak Properties stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 100 funds opened new Healthpeak Properties positions in Q4 2019 and 80 closed out, a net change of +20 holders.
  • The largest Healthpeak Properties buyer in Q4 2019 was BlackRock, an estimated $419M added.
  • The largest Healthpeak Properties seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.