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Healthpeak Properties

610 hedge funds and large institutions have $17.4B invested in Healthpeak Properties in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $19M | Put options by funds: $12.6M

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 182

25% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 80

16.13% more ownership

Funds ownership: 252.45%268.58% (+16%)

1% more funds holding

Funds holding: 602610 (+8)

5% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$755M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
100
Increased
239
Reduced
182
Closed
80
Calls
$19M
Puts
$12.6M
Net Calls
+$6.45M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
551
Ranch Capital Advisors
Florida
$14K +$14K +400 New
EARNEST Partners
552
EARNEST Partners
Georgia
$13K
LC
553
Lindbrook Capital
California
$12K +$1.26K +36 +12%
VNA
554
Valley National Advisers
Pennsylvania
$11K
VCP
555
Verus Capital Partners
Arizona
$11K +$10.8K +309 New
AA
556
Argent Advisors
Louisiana
$11K +$11.5K +330 New
RE
557
RBC Europe
United Kingdom
$10.3K
CTC
558
Central Trust Company
Missouri
$10K -$5.77K -165 -36%
TFS
559
TrustCore Financial Services
Tennessee
$10K
FWM
560
FSA Wealth Management
Massachusetts
$10K +$10.1K +290 New
AA
561
Advisory Alpha
Michigan
$9.96K
TFO
562
Tarbox Family Office
California
$9K -$1.5K -43 -14%
GWS
563
Glassman Wealth Services
Virginia
$9K
WLPWM
564
Walled Lake Planning & Wealth Management
Illinois
$9K +$8.75K +250 New
OPS
565
Orion Portfolio Solutions
Nebraska
$9K +$9.59K +274 New
RCM
566
RVB Capital Management
New York
$8.62K -$875K -25,000 -9%
AWA
567
Arkadios Wealth Advisors
Georgia
$8.02K +$7.52K +215 New
MRCM
568
M&R Capital Management
New Jersey
$8K -$9.34K -267 -52%
EIP
569
Ellis Investment Partners
Pennsylvania
$8K
THWM
570
Taylor Hoffman Wealth Management
Virginia
$8K
EWM
571
Edge Wealth Management
New York
$7K
MCM
572
McMillion Capital Management
North Carolina
$7K
MMG
573
Monetary Management Group
Missouri
$7K +$7K +200 New
WFMPM
574
Woodley Farra Manion Portfolio Management
Indiana
$7K +$7.28K +208 New
OSAM
575
O'Shaughnessy Asset Management
Connecticut
$6K +$3.29K +94 +134%

DOC Hedge Fund Activity: Q4 2019 in Review

610 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2019, worth a combined $17.4B — up 4.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DOC positions and 80 closed out — a net gain of 20 holders — while 239 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $419M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $141M.

  • 610 institutional investors held Healthpeak Properties (DOC) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $17.4B of Healthpeak Properties stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 100 funds opened new Healthpeak Properties positions in Q4 2019 and 80 closed out, a net change of +20 holders.
  • The largest Healthpeak Properties buyer in Q4 2019 was BlackRock, an estimated $419M added.
  • The largest Healthpeak Properties seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.