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Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
526
AlphaCore Capital
California
$9K +$12.3K +379 New
TFO
527
Tarbox Family Office
California
$8K +$1.76K +54 +20%
JCM
528
Jacobi Capital Management
Pennsylvania
$8K +$7.07K +217 +205%
RE
529
RBC Europe
United Kingdom
$7.16K
LWM
530
Lenox Wealth Management
Ohio
$7K -$248K -7,606 -96%
CTC
531
Central Trust Company
Missouri
$7K
FWM
532
FSA Wealth Management
Massachusetts
$7K
TFS
533
TrustCore Financial Services
Tennessee
$7K
VNA
534
Valley National Advisers
Pennsylvania
$7K
WB
535
Webster Bank
Connecticut
$7K +$9.78K +300 New
AA
536
Advisory Alpha
Michigan
$6.86K
VCP
537
Verus Capital Partners
Arizona
$6K -$1.43K -44 -14%
WLPWM
538
Walled Lake Planning & Wealth Management
Illinois
$6K +$98 +3 +1%
LSA
539
Lion Street Advisors
Texas
$6K +$7.66K +235 New
AWA
540
Arkadios Wealth Advisors
Georgia
$5.13K
EWM
541
Edge Wealth Management
New York
$5K
MCM
542
McMillion Capital Management
North Carolina
$5K
MRCM
543
M&R Capital Management
New Jersey
$5K
WFMPM
544
Woodley Farra Manion Portfolio Management
Indiana
$5K
RCA
545
Ranch Capital Advisors
Florida
$4K -$6.52K -200 -50%
IA
546
IndexIQ Advisors
New York
$4K +$228 +7 +4%
OAM
547
Optimal Asset Management
California
$3.38K +$3.25M +99,704 +238%
CI
548
CX Institutional
Indiana
$3K -$98 -3 -2%
CHA
549
Carmichael Hill & Associates
Maryland
$3K
FRA
550
Front Row Advisors
California
$3K

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.