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Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
551
Stonebridge Financial Planning Group
Florida
$3K +$3.26K +100 New
GWS
552
Glassman Wealth Services
Virginia
$2K -$5.57K -171 -68%
BWP
553
Baldwin Wealth Partners
Massachusetts
$2K
CCA
554
Column Capital Advisors
Indiana
$2K
RIA
555
RPG Investment Advisory
California
$2K
JPLA
556
Joseph P. Lucia & Associates
New York
$2K +$33 +1 +1%
BWA
557
BDO Wealth Advisors
Florida
$2K +$2.41K +74 New
QAM
558
QCI Asset Management
New York
$2K +$2.77K +85 New
AF
559
Allworth Financial
California
$2K +$3.19K +98 New
OSAM
560
O'Shaughnessy Asset Management
Connecticut
$1K -$4.01K -123 -75%
FCA
561
FinTrust Capital Advisors
South Carolina
$1K
TCM
562
Tradewinds Capital Management
Washington
$1K
SFSIG
563
San Francisco Sentry Investment Group
California
$1K +$912 +28 +117%
MWM
564
MBE Wealth Management
Wisconsin
$1K +$1.4K +43 New
OC
565
Oakworth Capital
Alabama
$1K +$1.47K +45 New
PK
566
Pflug Koory
Nebraska
$1K +$1.63K +50 New
KFI
567
Key Financial Inc
Pennsylvania
$1K +$1.66K +51 New
SWA
568
Sutton Wealth Advisors
Florida
$596
WIM
569
Westside Investment Management
California
$23 +$32.6K +1,000 New
TI
570
tru Independence
Oregon
$4
LPC
571
Long Pond Capital
New York
-$57.6M -1,672,358 Closed
LBIM
572
Land & Buildings Investment Management
Connecticut
-$27.8M -807,520 Closed
AT
573
AMF Tjänstepension
Sweden
-$19.6M -567,941 Closed
Two Sigma Advisers
574
Two Sigma Advisers
New York
-$7.24M -210,000 Closed
RA
575
Resource America
New York
-$6.89M -200,000 Closed

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.