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Healthpeak Properties
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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: 593 → 600 (+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: 9 → 8 (-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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$405M
2
Norges Bank
Norges Bank
Norway
+$127M
3
CCM
Cullen Capital Management
New York
+$105M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$37.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$34M

Top Sellers

Rank Fund Capital Flow
1
CIM
Centersquare Investment Management
Pennsylvania
-$160M
2
SCCM
Schafer Cullen Capital Management
New York
-$86M
3
PP
Prudential plc
United Kingdom
-$62.8M
4
AAMU
APG Asset Management US
New York
-$57.8M
5
ACM
AEW Capital Management
Massachusetts
-$54.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
576
Key Financial Inc
Pennsylvania
$2K – – –
PK
577
Pflug Koory
Nebraska
$2K – – –
RIA
578
RPG Investment Advisory
California
$2K – – –
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$2K +$213 +7 +12%
HR
580
Howe & Rusling
New York
$2K +$395 +13 +22%
MLFP
581
MPS Loria Financial Planners
Illinois
$1K – – –
OC
582
Oakworth Capital
Alabama
$1K – – –
TFM
583
TFC Financial Management
Massachusetts
$1K – – –
VCM
584
Versant Capital Management
Arizona
$1K – – –
BWM
585
Baystate Wealth Management
Massachusetts
$1K +$486 +16 New
TWA
586
TCI Wealth Advisors
Arizona
$1K +$607 +20 +182%
CWP
587
Concord Wealth Partners
Virginia
$1K +$638 +21 New
TSW
588
Thompson Siegel & Walmsley
Virginia
$1K +$668 +22 New
SWA
589
SOA Wealth Advisors
New York
$1K +$911 +30 +167%
SWA
590
Sutton Wealth Advisors
Florida
$794 – – –
GFPC
591
Global Financial Private Client
Florida
$720 – – –
MIH
592
Meitav Investment House
Israel
$539 +$2.76K +91 +0.5%
AIC
593
Archer Investment Corporation
Indiana
$508 – – –
Walleye Capital
594
Walleye Capital
New York
$259 -$6.15M -202,447 -96%
BBHC
595
Brown Brothers Harriman & Co
New York
$93 -$237K -7,811 -73%
SWM
596
Sugarloaf Wealth Management
Georgia
$17 – – –
GCM
597
Glenview Capital Management
New York
– -$31.5M -1,042,641 Closed
ACM
598
Adelante Capital Management
California
– -$24.4M -808,013 Closed
HS
599
Hazelview Securities
Ontario, Canada
– -$8.41M -291,169 Closed
CA
600
Capitolis Advisors
New York
– -$5.26M -174,040 Closed
22 23
24
25 26

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.