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Healthpeak Properties

610 hedge funds and large institutions have $17.4B invested in Healthpeak Properties in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $19M | Put options by funds: $12.6M

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 182

25% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 80

16.13% more ownership

Funds ownership: 252.45%268.58% (+16%)

1% more funds holding

Funds holding: 602610 (+8)

5% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$755M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
100
Increased
239
Reduced
182
Closed
80
Calls
$19M
Puts
$12.6M
Net Calls
+$6.45M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
526
Concourse Financial Group Securities
Alabama
$40K +$30.9K +882 +334%
Rockefeller Capital Management
527
Rockefeller Capital Management
New York
$35K +$25.4K +727 +242%
BAM
528
Barrett Asset Management
New York
$34K +$35K +1,000 New
CBT
529
Capital Bank & Trust
California
$33K +$33.9K +969 New
WTC
530
WhitTier Trust Company
Nevada
$32K
CAC
531
Certified Advisory Corp
Florida
$32K +$175 +5 +0.5%
FPS
532
Fieldpoint Private Securities
Connecticut
$31K
AIC
533
Ameritas Investment Company
Nebraska
$30K +$9.31K +266 +44%
GRP
534
Global Retirement Partners
California
$26K
JSC
535
Jackson Square Capital
California
$25K +$25K +715 New
ZB
536
Zions Bancorporation
Utah
$24K -$8.19K -234 -25%
GDP
537
Great Diamond Partners
Maine
$24K +$24.5K +700 New
SIC
538
Salem Investment Counselors
North Carolina
$20K +$6.3K +180 +45%
NIM
539
NuWave Investment Management
New Jersey
$19K -$68.6K -1,961 -78%
RA
540
Rational Advisors
New York
$19K -$35.8K -1,023 -65%
DAM
541
Delta Asset Management
Tennessee
$19K
First Manhattan
542
First Manhattan
New York
$18K -$7.38K -211 -28%
NFG
543
Next Financial Group
Texas
$18K
SIS
544
Sound Income Strategies
Florida
$18K
SWM
545
Sugarloaf Wealth Management
Georgia
$18K +$18.7K +534 New
CAL
546
Capital Advisors Ltd
Ohio
$17K
BCA
547
Berman Capital Advisors
Georgia
$17K +$1.01K +29 +6%
KPW
548
Kore Private Wealth
New York
$17K +$17.2K +492 New
AA
549
Ancora Advisors
Ohio
$17K +$17.5K +500 New
EI
550
Ellevest Inc
New York
$15K +$14.8K +424 New

DOC Hedge Fund Activity: Q4 2019 in Review

610 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2019, worth a combined $17.4B — up 4.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DOC positions and 80 closed out — a net gain of 20 holders — while 239 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $419M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $141M.

  • 610 institutional investors held Healthpeak Properties (DOC) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $17.4B of Healthpeak Properties stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 100 funds opened new Healthpeak Properties positions in Q4 2019 and 80 closed out, a net change of +20 holders.
  • The largest Healthpeak Properties buyer in Q4 2019 was BlackRock, an estimated $419M added.
  • The largest Healthpeak Properties seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.