We are live on ! Find out more
DOC icon

Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
501
Certified Advisory Corp
Florida
$20K -$3.42K -105 -11%
SSB
502
Sandy Spring Bank
Maryland
$17K +$23.7K +726 New
CCM
503
Covington Capital Management
California
$16K -$34.8K -1,067 -62%
MAM
504
Meeder Asset Management
Ohio
$16K +$21.2K +651 New
First Manhattan
505
First Manhattan
New York
$15K +$3.91K +120 +23%
EWM
506
EPG Wealth Management
Georgia
$14K +$18.7K +573 New
ZB
507
Zions Bancorporation
Utah
$13K -$5.57K -171 -24%
DAM
508
Delta Asset Management
Tennessee
$13K
SWM
509
Sugarloaf Wealth Management
Georgia
$13K
PFGIA
510
Patriot Financial Group Insurance Agency
Massachusetts
$13K +$15.3K +470 +653%
BC
511
Bartlett & Co
Ohio
$13K +$17.2K +528 New
CAN
512
Claraphi Advisory Network
United States
$13K +$17.9K +550 New
BCWM
513
Bartlett & Co Wealth Management
Ohio
$12.6K -$32.6K -1,000 -65%
AA
514
Ancora Advisors
Ohio
$12K
CAL
515
Capital Advisors Ltd
Ohio
$12K
OPS
516
Orion Portfolio Solutions
Nebraska
$12K +$7.4K +227 +83%
PWMG
517
Prestige Wealth Management Group
New Jersey
$12K +$16.8K +516 New
GRP
518
Global Retirement Partners
California
$11K -$9.78K -300 -39%
JSC
519
Jackson Square Capital
California
$11K -$7.82K -240 -34%
LC
520
Lindbrook Capital
California
$11K +$3.81K +117 +34%
SIC
521
Salem Investment Counselors
North Carolina
$10K -$5.87K -180 -31%
NFG
522
Next Financial Group
Texas
$10K -$3.62K -111 -21%
GSWM
523
Golden State Wealth Management
California
$10K +$13.9K +426 New
EARNEST Partners
524
EARNEST Partners
Georgia
$9K
IFAM
525
Institutional & Family Asset Management
Colorado
$9K +$8.38K +257 +222%

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.