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Healthpeak Properties

600 hedge funds and large institutions have $16.6B invested in Healthpeak Properties in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.96M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $15.7B → $16.6B (+$814M)

1% more funds holding

Funds holding: 593600 (+7)

9% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 202

0.45% less ownership

Funds ownership: 248.32%247.87% (-0.45%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
67
Increased
220
Reduced
202
Closed
57
Calls
$31.5M
Puts
$8.96M
Net Calls
+$22.6M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Next Financial Group
Texas
$14K
CBT
527
CoreFirst Bank & Trust
Kansas
$13K
Jones Financial Companies
528
Jones Financial Companies
Missouri
$13K
RFA
529
Reilly Financial Advisors
California
$13K
LC
530
Lindbrook Capital
California
$13K +$577 +19 +5%
FCB
531
First Command Bank
Texas
$13K +$12.1K +400 New
FCFS
532
First Command Financial Services
Texas
$13K +$12.1K +400 New
BA
533
Bellwether Advisors
Nebraska
$12K
EARNEST Partners
534
EARNEST Partners
Georgia
$12K
LWA
535
Lenox Wealth Advisors
New York
$12K +$11.2K +368 New
HWMA
536
Heritage Wealth Management (Arizona)
Arizona
$12K +$11.4K +375 New
RA
537
Resolute Advisors
California
$11K +$10.6K +348 New
WP
538
WealthShield Partners
North Carolina
$11K +$10.6K +350 New
Nisa Investment Advisors
539
Nisa Investment Advisors
Missouri
$10.8K -$503K -16,567 -5%
ARMC
540
American Research & Management Company
Massachusetts
$10K -$86.3K -2,842 -90%
PWMG
541
Prestige Wealth Management Group
New Jersey
$10K
TFO
542
Tarbox Family Office
California
$10K
VNA
543
Valley National Advisers
Pennsylvania
$10K
WB
544
Webster Bank
Connecticut
$10K
CTC
545
Central Trust Company
Missouri
$9K
FMII
546
Farmers & Merchants Investments Inc
Nebraska
$9K
GLLW
547
Graves Light Lenhart Wealth
Virginia
$9K
ST
548
Smithfield Trust
Pennsylvania
$8K
WLPWM
549
Walled Lake Planning & Wealth Management
Illinois
$8K +$91 +3 +1%
JCM
550
Jacobi Capital Management
Pennsylvania
$8K +$4.59K +151 +135%

DOC Hedge Fund Activity: Q1 2021 in Review

600 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2021, worth a combined $16.6B — up 5.2% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOC positions and 57 closed out — a net gain of 10 holders — while 220 added to existing stakes and 202 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $405M. The largest seller was Centersquare Investment Management, cutting an estimated $160M.

  • 600 institutional investors held Healthpeak Properties (DOC) as of Q1 2021, up from 593 in Q4 2020.
  • Funds reported $16.6B of Healthpeak Properties stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 67 funds opened new Healthpeak Properties positions in Q1 2021 and 57 closed out, a net change of +10 holders.
  • The largest Healthpeak Properties buyer in Q1 2021 was Cohen & Steers, an estimated $405M added.
  • The largest Healthpeak Properties seller in Q1 2021 was Centersquare Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.