We are live on ! Find out more
DOC icon

Healthpeak Properties

591 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2023 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 247 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 179

13% more call options, than puts

Call options by funds: $3.73M | Put options by funds: $3.29M

3% less funds holding

Funds holding: 612591 (-21)

8.74% less ownership

Funds ownership: 221.96%213.22% (-8.7%)

10% less capital invested

Capital invested by funds: $12.5B → $11.2B (-$1.31B)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
591
Holders Change
-21
Holders Change %
-3.43%
% of All Funds
9.42%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.05%
New
59
Increased
247
Reduced
179
Closed
66
Calls
$3.73M
Puts
$3.29M
Net Calls
+$438K
Net Calls Change
-$8.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
BerganKDV Wealth Management
Minnesota
$10.2K
EI
527
Ellevest Inc
New York
$10.1K -$1.07K -43 -9%
WP
528
WealthPLAN Partners
Nebraska
$9.27K +$10.5K +422 New
FFL
529
Financial Freedom LLC
Ohio
$9.27K +$124 +5 +1%
NA
530
NewEdge Advisors
Louisiana
$9.19K -$12.4K -500 -54%
PO
531
Private Ocean
California
$9.01K +$1.78K +72 +21%
C
532
Covestor
United Kingdom
$9K -$25 -1 -0.2%
FPB
533
First PREMIER Bank
South Dakota
$9K
ASBI
534
American State Bank (Iowa)
Iowa
$8.96K
SIS
535
Sound Income Strategies
Florida
$8.88K
QC
536
Quent Capital
New York
$8.78K +$99 +4 +1%
EARNEST Partners
537
EARNEST Partners
Georgia
$8.46K
CTA
538
Colonial Trust Advisors
South Carolina
$7.84K -$50 -2 -0.6%
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$7.8K
Commonwealth Equity Services
540
Commonwealth Equity Services
Massachusetts
$7.4K +$511K +20,622 +7%
AAP
541
Arax Advisory Partners
Colorado
$7.15K +$422 +17 +6%
WIM
542
WealthPlan Investment Management
Nebraska
$7.01K +$7.91K +319 New
VNA
543
Valley National Advisers
Pennsylvania
$7K
EBA
544
Eagle Bay Advisors
New York
$6.86K +$6.75K +272 +680%
ZB
545
Zions Bancorporation
Utah
$6.81K -$769 -31 -9%
BWP
546
Baldwin Wealth Partners
Massachusetts
$6.59K
BA
547
Bellwether Advisors
Nebraska
$6.59K
SSB
548
Sandy Spring Bank
Maryland
$6.37K +$7.19K +290 New
IRC
549
Investors Research Corp
Georgia
$6.3K
TWM
550
Tradition Wealth Management
Minnesota
$6K