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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
Group One Trading
551
Group One Trading
Illinois
$47.6K -$93.5K -5,147 -67%
BEI
552
Benjamin Edwards Inc
Missouri
$47K -$61.6K -3,392 -57%
GWP
553
Gen-Wealth Partners
Michigan
$46K +$44.5K +2,451 New
LS
554
Livforsakringsbolaget Skandia
Sweden
$43.6K
GWM
555
Geneos Wealth Management
Colorado
$42.3K +$10K +551 +32%
M
556
Mirova
France
$40.6K
NSIM
557
North Star Investment Management
Illinois
$38.7K +$6.11K +336 +19%
SAM
558
Smartleaf Asset Management
Massachusetts
$37.4K +$34.6K +1,905 +1,401%
HDIM
559
Hanson & Doremus Investment Management
Vermont
$35K +$34.2K +1,883 New
SSB
560
Sandy Spring Bank
Maryland
$35K -$13.5K -742 -28%
SWM
561
Spire Wealth Management
Virginia
$34.5K +$13.5K +742 +68%
Walleye Trading
562
Walleye Trading
New York
$34.1K -$783K -43,113 -96%
WAG
563
Wiser Advisor Group
Arizona
$33.6K +$545 +30 +2%
LFA
564
LGT Financial Advisors
Texas
$33.1K +$563 +31 +2%
UB
565
UMB Bank
Missouri
$32.7K +$12.2K +673 +63%
BCMLT
566
Beacon Capital Management LLC (Tennessee)
Tennessee
$32.5K +$19.1K +1,053 +155%
OCM
567
Orion Capital Management
California
$31.9K
C
568
Covestor
United Kingdom
$31K +$17.8K +977 +142%
SAM
569
S.A. Mason
Michigan
$30.4K
PMFA
570
Plante Moran Financial Advisors
Michigan
$30.2K
AF
571
Advisornet Financial
Minnesota
$30K +$10.2K +563 +54%
CSB
572
City State Bank
Iowa
$29K -$9.09K -500 -25%
RTC
573
Riverview Trust Company
Washington
$28.4K +$27.5K +1,512 New
DI
574
DAGCO Inc
Ohio
$28.1K +$10.2K +559 +59%
BBHC
575
Brown Brothers Harriman & Co
New York
$28.1K +$2.82K +155 +12%

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.