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Healthpeak Properties
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Overview Fund Activity

714 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 280 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-30
Holders Change %
-4.03%
% of All Funds
9.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
280
Reduced
265
Closed
97
Calls
$37.6M
Puts
$5.58M
Net Calls
+$32M
Net Calls Change
+$23M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$175M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$83M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$67M
4
Citadel Advisors
Citadel Advisors
Florida
+$63.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$144M
2
BlackRock
BlackRock
New York
-$120M
3
Deutsche Bank
Deutsche Bank
Germany
-$85.5M
4
RC
Resolution Capital
Australia
-$66.7M
5
Legal & General Group
Legal & General Group
United Kingdom
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMA
501
Prudent Man Advisors
Illinois
$197K +$2.19K +125 +1%
William Blair & Company
502
William Blair & Company
Illinois
$192K -$83.9K -4,792 -30%
CW
503
CreativeOne Wealth
Kansas
$190K -$78.4K -4,476 -29%
WDC
504
Woodward Diversified Capital
California
$189K +$189K +10,814 New
CF
505
Centaurus Financial
California
$189K +$6.07K +347 +3%
SWA
506
Stratos Wealth Advisors
Ohio
$182K +$182K +10,400 New
AWM
507
Apollon Wealth Management
South Carolina
$181K +$181K +10,349 New
MAS
508
Meeder Advisory Services
Ohio
$181K -$125K -7,134 -41%
WA
509
WealthTrust Axiom
Pennsylvania
$180K – – –
TWPM
510
Total Wealth Planning & Management
Florida
$179K +$179K +10,245 New
GWM
511
Geneos Wealth Management
Colorado
$178K -$21.2K -1,212 -11%
SCM
512
Stevens Capital Management
Pennsylvania
$177K -$236K -13,478 -57%
VFG
513
Victory Financial Group
Texas
$176K +$176K +10,050 New
SCA
514
Snowden Capital Advisors
New York
$175K -$28.8K -1,643 -14%
HCM
515
Howland Capital Management
Massachusetts
$175K – – –
SFI
516
Siemens Fonds Invest
Germany
$172K +$38.7K +2,208 +29%
YDMI
517
Y.D. More Investments
Israel
$166K +$33.1K +1,907 +25%
AAP
518
Arax Advisory Partners
Colorado
$163K -$83.1K -4,747 -34%
SS
519
Sunbelt Securities
Texas
$162K +$24.6K +1,213 +18%
CFD
520
Creative Financial Designs
Indiana
$147K +$77.3K +4,415 +110%
CFB
521
Cullen/Frost Bankers
Texas
$145K +$35.4K +2,019 +32%
BI
522
Binnacle Investments
Iowa
$144K +$23.2K +1,327 +19%
ETC
523
Exchange Traded Concepts
Oklahoma
$136K +$19.4K +1,106 +17%
GRP
524
Global Retirement Partners
California
$131K +$131K +7,481 New
PTC
525
Private Trust Company
Ohio
$127K -$48.8K -2,787 -28%
19 20
21
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