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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$75.9K +$31.5K +1,736 +75%
PS
527
Principal Securities
Iowa
$75.8K +$24.3K +1,335 +49%
NS
528
NBC Securities
Alabama
$75K +$37.7K +2,076 +107%
CFD
529
Creative Financial Designs
Indiana
$75K -$6.36K -350 -8%
BTI
530
Blue Trust Inc
Georgia
$74.9K +$65.2K +3,588 +882%
BG
531
Bollard Group
Massachusetts
$72K +$70.2K +3,863 New
SPIA
532
Steward Partners Investment Advisory
New York
$70.5K +$22.3K +1,230 +49%
AFWM
533
Abich Financial Wealth Management
Virginia
$69.8K +$15.1K +833 +29%
A
534
Allianz
Germany
$69.4K +$67.2K +3,700 New
NA
535
NewEdge Advisors
Louisiana
$68.6K +$12.4K +683 +23%
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K +$18.4K +1,012 +44%
DAM
537
Delta Asset Management
Tennessee
$61.9K +$55.4K +3,049 +1,220%
CFO
538
CVA Family Office
Colorado
$60.5K +$5.09K +280 +9%
JWM
539
Janiczek Wealth Management
Colorado
$57.3K +$55.4K +3,047 +30,470%
AWM
540
Avior Wealth Management
Nebraska
$56.2K +$50.9K +2,800 +1,407%
BAMF
541
BI Asset Management Fondsmaeglerselskab
Denmark
$56K -$310K -17,086 -85%
Loomis, Sayles & Company
542
Loomis, Sayles & Company
Massachusetts
$56K -$17.8K -982 -25%
National Bank of Canada
543
National Bank of Canada
Quebec, Canada
$55.2K -$2.27M -124,829 -98%
LC
544
Lindbrook Capital
California
$54.8K +$25.5K +1,406 +93%
HCP
545
Hexagon Capital Partners
Arkansas
$54.5K
SIM
546
Sentry Investment Management
Wisconsin
$52K
EWA
547
EverSource Wealth Advisors
Alabama
$51.9K +$9.79K +539 +24%
PB
548
Pinnacle Bancorp
Nebraska
$51.4K
TIM
549
Thompson Investment Management
Wisconsin
$50.5K +$49K +2,696 New
AF
550
Allworth Financial
California
$49.2K +$13.6K +750 +40%

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.