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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
TWC
551
TD Waterhouse Canada
Ontario, Canada
$3.56K +$4.11K +200 New
CHA
552
Carmichael Hill & Associates
Maryland
$3.53K
Legacy Financial Group (Iowa)
553
Legacy Financial Group (Iowa)
Iowa
$3.47K +$3.88K +189 New
HWM
554
HighMark Wealth Management
Minnesota
$3.08K
VWM
555
Venturi Wealth Management
Texas
$3.01K +$2.81K +137 +507%
Cohen & Steers
556
Cohen & Steers
New York
$3K -$1.73K -84 -36%
AWM
557
Abound Wealth Management
Tennessee
$2.32K -$616 -30 -19%
FRA
558
Front Row Advisors
California
$2.2K +$2.01K +98 +445%
SJIM
559
St. Johns Investment Management
Florida
$2.02K
SS
560
Sunbelt Securities
Texas
$1.97K
HT
561
Headlands Technologies
Illinois
$1.93K -$1.15K -56 -35%
MFT
562
Moisand Fitzgerald Tamayo
Florida
$1.91K
EAM
563
Eukles Asset Management
Ohio
$1.58K
BWAM
564
Boyd Watterson Asset Management
Ohio
$1.43K
CSWM
565
Cassady Schiller Wealth Management
Ohio
$1.3K
CTWM
566
Cherry Tree Wealth Management
Minnesota
$1.23K
PWMG
567
Prestige Wealth Management Group
New Jersey
$1.14K -$3.96K -193 -76%
TFM
568
TFC Financial Management
Massachusetts
$1.13K -$21 -1 -2%
LFG
569
Larson Financial Group
Missouri
$1.07K -$3.14K -153 -73%
TFA
570
Transamerica Financial Advisors
Florida
$1K +$21 +1 +100%
CAM
571
ClariVest Asset Management
California
$1K +$903 +44 New
AW
572
Avion Wealth
Texas
$1K +$1.03K +50 +200%
PCTC
573
Perkins Coie Trust Company
Washington
$936 +$1.05K +51 New
WTC
574
WhitTier Trust Company
Nevada
$806 +$164 +8 +22%
JWM
575
Janiczek Wealth Management
Colorado
$625 +$698 +34 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.