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Healthpeak Properties

576 hedge funds and large institutions have $11.3B invested in Healthpeak Properties in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $10M

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

4.29% more ownership

Funds ownership: 230.69%234.99% (+4.3%)

1% more funds holding

Funds holding: 570576 (+6)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 221

Holders
576
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
13.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
51
Increased
203
Reduced
221
Closed
40
Calls
$15.3M
Puts
$10M
Net Calls
+$5.3M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
526
Tarbox Family Office
California
$8K -$131 -5 -2%
CTC
527
Central Trust Company
Missouri
$8K
FC
528
Ferris Capital
Massachusetts
$8K
TFS
529
TrustCore Financial Services
Tennessee
$8K
VNA
530
Valley National Advisers
Pennsylvania
$8K
NIM
531
NuWave Investment Management
New Jersey
$8K +$6.7K +255 +750%
RA
532
Rational Advisors
New York
$8K +$6.7K +255 +750%
WSTAM
533
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.83K +298 New
SCM
534
Southport Capital Management
Tennessee
$8K +$7.89K +300 New
RE
535
RBC Europe
United Kingdom
$7.9K
KTC
536
Kistler-Tiffany Companies
Pennsylvania
$7K
ADL
537
Asset Dedication LLC
California
$7K +$6.57K +250 New
CFGS
538
Concourse Financial Group Securities
Alabama
$7K +$7.41K +282 New
BWL
539
Bogart Wealth LLC
Virginia
$6K
LWA
540
Lenox Wealth Advisors
New York
$6K
WC
541
Whitney & Co
New York
$6K
MIM
542
Macroview Investment Management
Maryland
$6K +$26 +1 +0.4%
FGAM
543
Financial Gravity Asset Management
Texas
$5K -$23.5K -893 -84%
MMG
544
Monetary Management Group
Missouri
$5K -$5.26K -200 -50%
CHP
545
Cable Hill Partners
Oregon
$5K
EWM
546
Edge Wealth Management
New York
$5K
GWS
547
Glassman Wealth Services
Virginia
$5K
IBOK
548
Independence Bank of Kentucky
Kentucky
$4K
SWMG
549
Signature Wealth Management Group
Georgia
$4K
SFM
550
Signet Financial Management
New Jersey
$4K