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Healthpeak Properties

585 hedge funds and large institutions have $9.41B invested in Healthpeak Properties in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 246 increasing their positions, 208 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 208

1.33% less ownership

Funds ownership: 215.11%213.78% (-1.3%)

4% less funds holding

Funds holding: 609585 (-24)

9% less capital invested

Capital invested by funds: $10.3B → $9.41B (-$933M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

85% less call options, than puts

Call options by funds: $4.8M | Put options by funds: $31.1M

Holders
585
Holders Change
-24
Holders Change %
-3.94%
% of All Funds
9.28%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
42
Increased
246
Reduced
208
Closed
60
Calls
$4.8M
Puts
$31.1M
Net Calls
-$26.3M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
526
Colonial Trust Advisors
South Carolina
$6.75K +$123 +6 +2%
GWMIA
527
Global Wealth Management Investment Advisory
Florida
$6.61K
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$6.52K
MIM
529
Macroview Investment Management
Maryland
$6.17K +$6.9K +336 New
BTI
530
Blue Trust Inc
Georgia
$6K -$3.27K -159 -35%
VNA
531
Valley National Advisers
Pennsylvania
$6K +$308 +15 +5%
ZB
532
Zions Bancorporation
Utah
$5.88K +$698 +34 +12%
CPG
533
Cornerstone Planning Group
New Jersey
$5.75K -$8.15K -397 -56%
GI
534
Gradient Investments
Minnesota
$5.62K +$903 +44 +17%
BIA
535
Bell Investment Advisors
California
$5.56K -$739 -36 -11%
BWP
536
Baldwin Wealth Partners
Massachusetts
$5.51K
IRC
537
Investors Research Corp
Georgia
$5.27K
BAAM
538
Baker Avenue Asset Management
California
$5.26K +$5.32K +259 +925%
PO
539
Private Ocean
California
$4.98K
DAM
540
Delta Asset Management
Tennessee
$4.59K
DJSG
541
D.J. St. Germain
Massachusetts
$4.48K
GTAM
542
Global Trust Asset Management
Florida
$4.22K
CWP
543
Concord Wealth Partners
Virginia
$4.22K +$4.72K +230 New
MCM
544
MV Capital Management
Maryland
$4.02K -$3.39K -165 -43%
GKIM
545
GW&K Investment Management
Massachusetts
$4K +$801 +39 +23%
CCMI
546
Creative Capital Management Investments
California
$3.86K
ACM
547
Antonetti Capital Management
Florida
$3.67K
CT
548
Clearstead Trust
Maine
$3.67K
CA
549
Clearstead Advisors
Ohio
$3.67K +$4.11K +200 New
PWMG
550
Provence Wealth Management Group
California
$3.56K +$3.98K +194 New

DOC Hedge Fund Activity: Q3 2023 in Review

585 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2023, worth a combined $9.41B — down 9% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of DOC and 42 opened new positions — a net loss of 18 holders — while 208 trimmed existing stakes and 246 added.

The largest buyer was Citadel Advisors, adding an estimated $52.2M. The largest seller was Long Pond Capital, exiting entirely with an estimated $116M sold.

  • 585 institutional investors held Healthpeak Properties (DOC) as of Q3 2023, down from 609 in Q2 2023.
  • Funds reported $9.41B of Healthpeak Properties stock for Q3 2023, down 9% quarter-over-quarter.
  • 42 funds opened new Healthpeak Properties positions in Q3 2023 and 60 closed out, a net change of -18 holders.
  • The largest Healthpeak Properties buyer in Q3 2023 was Citadel Advisors, an estimated $52.2M added.
  • The largest Healthpeak Properties seller in Q3 2023 was Long Pond Capital, an estimated $116M sold.

Based on aggregated 13F filings for Q3 2023.