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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
501
Bessemer Group
New Jersey
$30K -$19.6K -1,113 -43%
PTC
502
Private Trust Company
Ohio
$27.6K +$15K +854 +158%
RIM
503
Rakuten Investment Management
Japan
$27.3K +$23.8K +1,352 New
BBHC
504
Brown Brothers Harriman & Co
New York
$26.6K
BGAI
505
Bruce G. Allen Investments
Colorado
$25.9K +$23K +1,308 New
MMG
506
Monetary Management Group
Missouri
$23.8K
QL
507
Quarry LP
New York
$22.8K +$5.95K +338 +41%
GRP
508
Global Retirement Partners
California
$22.4K -$40.1K -2,277 -68%
PHK
509
Point72 Hong Kong
Hong Kong
$21.8K +$19.4K +1,100 New
SWM
510
Spire Wealth Management
Virginia
$21.7K +$1.92K +109 +11%
UB
511
UMB Bank
Missouri
$21.2K -$8.57K -487 -31%
AF
512
Advisornet Financial
Minnesota
$20.5K +$651 +37 +4%
CWC
513
Carolinas Wealth Consulting
North Carolina
$19.8K
IHWM
514
Iron Horse Wealth Management
Iowa
$19.8K
PP
515
Pacifica Partners
Canada
$19.6K
IGWM
516
ICA Group Wealth Management
Colorado
$19.1K +$16.9K +962 New
DI
517
DAGCO Inc
Ohio
$18.6K +$16.6K +941 New
DWS
518
Dynamic Wealth Strategies
California
$18.6K +$16.6K +941 New
FGA
519
Fortis Group Advisors
New Jersey
$18.4K +$8.18K +465 +100%
TWM
520
Tradition Wealth Management
Minnesota
$18K +$176 +10 +1%
BWM
521
Baystate Wealth Management
Massachusetts
$17.2K +$3.78K +215 +33%
AAG
522
Armstrong Advisory Group
Massachusetts
$16K
HBW
523
Hazlett, Burt & Watson
West Virginia
$16K
HPC
524
HM Payson & Co
Maine
$15.8K -$7.04K -400 -33%
GC
525
Gould Capital
Washington
$15.8K

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.