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Healthpeak Properties

600 hedge funds and large institutions have $16.6B invested in Healthpeak Properties in 2021 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 202 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $8.96M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

5% more capital invested

Capital invested by funds: $15.7B → $16.6B (+$814M)

1% more funds holding

Funds holding: 593600 (+7)

9% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 202

0.45% less ownership

Funds ownership: 248.32%247.87% (-0.45%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
600
Holders Change
+7
Holders Change %
+1.18%
% of All Funds
10.54%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
67
Increased
220
Reduced
202
Closed
57
Calls
$31.5M
Puts
$8.96M
Net Calls
+$22.6M
Net Calls Change
+$3.19M
Name Holding Trade Value Shares
Change
Change in
Stake
PSIWM
551
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.59K +250 New
ZB
552
Zions Bancorporation
Utah
$7K -$3.55K -117 -34%
MRCM
553
M&R Capital Management
New Jersey
$7K
VFA
554
Valeo Financial Advisors
Indiana
$7K +$304 +10 +5%
MWP
555
Meridian Wealth Partners
Pennsylvania
$7K +$6.86K +226 New
GI
556
Gradient Investments
Minnesota
$6K -$97.1K -3,198 -94%
PO
557
Private Ocean
California
$6K
RCA
558
Ranch Capital Advisors
Florida
$6K
WFA
559
West Financial Advisors
Iowa
$6K
AIG
560
American International Group
New York
$5.38K -$163K -5,382 -3%
WTC
561
WhitTier Trust Company
Nevada
$5K -$15.3K -504 -75%
AL
562
ADE LLC
Maryland
$5K
JMF
563
Johnson Midwest Financial
Iowa
$5K
ADIM
564
Alpha DNA Investment Management
Maryland
$5K +$5.19K +171 New
BWA
565
BDO Wealth Advisors
Florida
$4K
BWP
566
Baldwin Wealth Partners
Massachusetts
$3K
BAMG
567
Brand Asset Management Group
Missouri
$3K
CHA
568
Carmichael Hill & Associates
Maryland
$3K
CCA
569
Column Capital Advisors
Indiana
$3K
FRA
570
Front Row Advisors
California
$3K
JPLA
571
Joseph P. Lucia & Associates
New York
$3K
PFGIA
572
Patriot Financial Group Insurance Agency
Massachusetts
$3K
KFP
573
KB Financial Partners
New Jersey
$3K +$2.7K +89 New
MWM
574
Mascoma Wealth Management
New Hampshire
$3K +$3.04K +100 New
FMP
575
Financial Management Professionals
Texas
$2K

DOC Hedge Fund Activity: Q1 2021 in Review

600 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2021, worth a combined $16.6B — up 5.2% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new DOC positions and 57 closed out — a net gain of 10 holders — while 220 added to existing stakes and 202 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $405M. The largest seller was Centersquare Investment Management, cutting an estimated $160M.

  • 600 institutional investors held Healthpeak Properties (DOC) as of Q1 2021, up from 593 in Q4 2020.
  • Funds reported $16.6B of Healthpeak Properties stock for Q1 2021, up 5.2% quarter-over-quarter.
  • 67 funds opened new Healthpeak Properties positions in Q1 2021 and 57 closed out, a net change of +10 holders.
  • The largest Healthpeak Properties buyer in Q1 2021 was Cohen & Steers, an estimated $405M added.
  • The largest Healthpeak Properties seller in Q1 2021 was Centersquare Investment Management, an estimated $160M sold.

Based on aggregated 13F filings for Q1 2021.