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Healthpeak Properties

600 hedge funds and large institutions have $16.6B invested in Healthpeak Properties in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.96M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $15.7B → $16.6B (+$814M)

1% more funds holding

Funds holding: 593600 (+7)

9% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 202

0.45% less ownership

Funds ownership: 248.32%247.87% (-0.45%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
67
Increased
220
Reduced
202
Closed
57
Calls
$31.5M
Puts
$8.96M
Net Calls
+$22.6M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
501
Benjamin F. Edwards & Company
Missouri
$35K -$91 -3 -0.3%
CWC
502
Carolinas Wealth Consulting
North Carolina
$35K
AIL
503
AGF Investments LLC
Ontario, Canada
$34K -$547 -18 -2%
CA
504
Clearstead Advisors
Ohio
$33K -$10.6K -348 -25%
HWA
505
HHM Wealth Advisors
Tennessee
$32K
NIM
506
NuWave Investment Management
New Jersey
$31K +$11.1K +365 +58%
AIC
507
Ameritas Investment Company
Nebraska
$30.4K +$29.1K +957 New
CP
508
Corbenic Partners
Pennsylvania
$29K
Loomis, Sayles & Company
509
Loomis, Sayles & Company
Massachusetts
$28K -$9.26K -305 -26%
CAC
510
Certified Advisory Corp
Florida
$28K +$26.5K +872 New
PFA
511
Professional Financial Advisors
Nebraska
$27K
CI
512
CX Institutional
Indiana
$24K +$3.55K +117 +18%
GWS
513
Glassman Wealth Services
Virginia
$23K +$6.96K +229 +45%
CCM
514
Covington Capital Management
California
$21K
FHC
515
First Horizon Corporation
Tennessee
$20K -$334 -11 -2%
ASBI
516
American State Bank (Iowa)
Iowa
$19.3K -$18.2K -600 -50%
CT
517
Caldwell Trust
Florida
$19K
FHA
518
First Horizon Advisors
Tennessee
$19K
DAM
519
Delta Asset Management
Tennessee
$19K +$7.59K +250 +70%
Credit Agricole
520
Credit Agricole
France
$18K +$17.3K +571 New
SIS
521
Sound Income Strategies
Florida
$16.5K
GTAM
522
Global Trust Asset Management
Florida
$16K -$14K -460 -47%
AA
523
Ancora Advisors
Ohio
$16K
GRP
524
Global Retirement Partners
California
$16K
MA
525
Montag & Associates
Georgia
$16K

DOC Hedge Fund Activity: Q1 2021 in Review

600 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2021, worth a combined $16.6B — up 5.2% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOC positions and 57 closed out — a net gain of 10 holders — while 220 added to existing stakes and 202 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $405M. The largest seller was Centersquare Investment Management, cutting an estimated $160M.

  • 600 institutional investors held Healthpeak Properties (DOC) as of Q1 2021, up from 593 in Q4 2020.
  • Funds reported $16.6B of Healthpeak Properties stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 67 funds opened new Healthpeak Properties positions in Q1 2021 and 57 closed out, a net change of +10 holders.
  • The largest Healthpeak Properties buyer in Q1 2021 was Cohen & Steers, an estimated $405M added.
  • The largest Healthpeak Properties seller in Q1 2021 was Centersquare Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.