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Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
576
NewEdge Advisors
Louisiana
$38.1K -$32.8K -1,716 -47%
HDIM
577
Hanson & Doremus Investment Management
Vermont
$37K
TFF
578
The Family Firm
Maryland
$36.6K +$35.7K +1,870 New
WAG
579
Wiser Advisor Group
Arizona
$35.6K +$554 +29 +2%
LFA
580
LGT Financial Advisors
Texas
$35.1K +$497 +26 +1%
GWM
581
Geneos Wealth Management
Colorado
$35.1K -$8.92K -467 -21%
BBHC
582
Brown Brothers Harriman & Co
New York
$34.9K +$5.39K +282 +19%
BCMLT
583
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.2K +$306 +16 +0.9%
SAM
584
S.A. Mason
Michigan
$31.8K
PMFA
585
Plante Moran Financial Advisors
Michigan
$31.6K
AF
586
Advisornet Financial
Minnesota
$31.5K +$134 +7 +0.4%
AWM
587
Avior Wealth Management
Nebraska
$30.4K -$27.7K -1,450 -48%
RTC
588
Riverview Trust Company
Washington
$29.6K
DI
589
DAGCO Inc
Ohio
$29.4K
W
590
WealthCollab
Washington
$28.4K
MG
591
Mather Group
Illinois
$28.1K +$20.7K +1,083 +260%
BC
592
Barrett & Company
Rhode Island
$28.1K +$363 +19 +1%
Qube Research & Technologies (QRT)
593
Qube Research & Technologies (QRT)
United Kingdom
$28K -$10.8M -566,961 -100%
MCM
594
MV Capital Management
Maryland
$27.8K +$917 +48 +4%
Bank Julius Baer & Co
595
Bank Julius Baer & Co
Switzerland
$27.4K -$2.71K -142 -10%
RIL
596
Rothschild Investment LLC
Illinois
$27K -$653K -34,205 -96%
PHK
597
Point72 Hong Kong
Hong Kong
$26.4K +$25.7K +1,348 New
HNB
598
Hilltop National Bank
Wyoming
$26.1K +$573 +30 +2%
RA
599
Rise Advisors
New York
$24.9K +$363 +19 +2%
MMG
600
Monetary Management Group
Missouri
$23.5K

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.