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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DF
601
Dunhill Financial
United Kingdom
$771 +$686 +39 New
TFM
602
TFC Financial Management
Massachusetts
$555 -$581 -33 -54%
CP
603
Castleview Partners
Texas
$475 +$422 +24 New
AGWCA
604
Annis Gardner Whiting Capital Advisors
Florida
$436
JFGIW
605
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$357 +$317 +18 New
KFI
606
Key Financial Inc
Pennsylvania
$343
AIC
607
Archer Investment Corporation
Indiana
$317
JWM
608
Janiczek Wealth Management
Colorado
$198 -$422 -24 -71%
ACA
609
Atlas Capital Advisors
Wyoming
$138
CJ
610
Caitlin John
Michigan
$129 +$123 +7 New
AP
611
Aspect Partners
Virginia
$59 +$53 +3 New
DWM
612
Dogwood Wealth Management
Kansas
$1
Boston Partners
613
Boston Partners
Massachusetts
-$112M -6,078,985 Closed
BC
614
Brookfield Corp
Ontario, Canada
-$27.1M -1,478,150 Closed
Tudor Investment Corp
615
Tudor Investment Corp
Connecticut
-$13.2M -720,219 Closed
LIP
616
Lighthouse Investment Partners
Florida
-$11M -600,000 Closed
HS
617
Hazelview Securities
Ontario, Canada
-$6.3M -353,800 Closed
DA
618
Duality Advisers
Florida
-$4.7M -255,936 Closed
HCM
619
HGI Capital Management
New York
-$3.02M -164,659 Closed
WAM
620
Wolverine Asset Management
Illinois
-$2.02M -110,231 Closed
Acadian Asset Management
621
Acadian Asset Management
Massachusetts
-$1.78M -97,278 Closed
Impax Asset Management Group
622
Impax Asset Management Group
United Kingdom
-$1.5M -81,887 Closed
BFM
623
Boothbay Fund Management
New York
-$1.4M -76,122 Closed
LCM
624
Landscape Capital Management
New Jersey
-$972K -52,928 Closed
NRD
625
Nebula Research & Development
New York
-$965K -52,545 Closed

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.