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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
501
Huntington National Bank
Ohio
$189K -$5.91K -325 -3%
NP
502
NorthRock Partners
Minnesota
$188K +$182K +10,024 New
MAM
503
Meeder Asset Management
Ohio
$186K +$180K +9,906 New
WBC
504
Westpac Banking Corp
Australia
$185K
FIM
505
Fernwood Investment Management
Massachusetts
$179K +$173K +9,526 New
TPCW
506
TD Private Client Wealth
New York
$175K +$34.6K +1,904 +26%
SWS
507
SYSTM Wealth Solutions
Illinois
$159K -$67.5K -3,716 -30%
FFA
508
Farther Finance Advisors
California
$158K +$1.64K +90 +1%
GI
509
GAMMA Investing
California
$158K +$5.31K +292 +4%
TCOV
510
Trust Company of Vermont
Vermont
$154K -$20.5K -1,127 -12%
SS
511
Sunbelt Securities
Texas
$150K +$144K +7,913 +7,327%
RMC
512
Resources Management Corp
Connecticut
$150K -$34.5K -1,900 -19%
AIP
513
Ameritas Investment Partners
Nebraska
$148K +$32.7K +1,800 +30%
CIBC Private Wealth Group
514
CIBC Private Wealth Group
Georgia
$139K +$136K +7,485 New
CFGS
515
Concourse Financial Group Securities
Alabama
$134K +$2.07K +114 +2%
OIA
516
Optimum Investment Advisors
Illinois
$126K +$111K +6,116 +971%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$112K +$46.5K +2,561 +75%
M
518
MOTCO
Texas
$111K +$18.4K +1,011 +21%
Bessemer Group
519
Bessemer Group
New Jersey
$111K +$81K +4,457 +297%
GRP
520
Global Retirement Partners
California
$110K +$86.8K +4,778 +442%
QC
521
Quent Capital
New York
$101K -$1.25K -69 -1%
TF
522
Tompkins Financial
New York
$94.1K +$91.2K +5,020 New
SCM
523
Silvant Capital Management
Georgia
$84K
PTC
524
Private Trust Company
Ohio
$80K +$52.2K +2,872 +206%
WT
525
Whittier Trust
California
$78.6K -$11.8K -650 -13%

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.