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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
GJIA
601
Glass Jacobson Investment Advisors
Maryland
$12.6K +$3.71K +204 +44%
PPC
602
Park Place Capital
Alabama
$12.6K +$12.2K +670 New
FP
603
Financial Perspectives
Minnesota
$12.2K -$23.1K -1,274 -66%
IA
604
IFP Advisors
Florida
$11.8K +$5.92K +326 +107%
AssetMark Inc
605
AssetMark Inc
California
$11.4K +$981 +54 +10%
LI
606
LRI Investments
Florida
$11.3K +$10.9K +600 New
FSWA
607
Financial Synergies Wealth Advisors
Texas
$11.1K +$10.7K +590 New
BIA
608
Bell Investment Advisors
California
$10.7K +$963 +53 +10%
MA
609
Montag & Associates
Georgia
$9.71K
DSC
610
Duncker Streett & Co
Missouri
$9.38K -$19.1K -1,050 -68%
QL
611
Quarry LP
New York
$9.32K -$11.9K -656 -57%
ST
612
Smithfield Trust
Pennsylvania
$9K +$8.56K +471 New
IGWM
613
ICA Group Wealth Management
Colorado
$8.81K -$8.94K -492 -51%
FGA
614
Fortis Group Advisors
New Jersey
$8.72K -$8.45K -465 -50%
MG
615
Mather Group
Illinois
$8.26K +$7.58K +417 New
FPB
616
First PREMIER Bank
South Dakota
$8K
VNA
617
Valley National Advisers
Pennsylvania
$8K +$1.73K +95 +25%
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$7.95K +$1.25K +69 +19%
KWAG
619
Kiely Wealth Advisory Group
North Carolina
$7.64K
CSC
620
Caldwell Sutter Capital
California
$7.5K +$7.27K +400 New
VWM
621
Venturi Wealth Management
Texas
$6.99K +$236 +13 +4%
PWMG
622
Private Wealth Management Group
New Jersey
$6.88K +$2.47K +136 +59%
AAP
623
Arax Advisory Partners
Colorado
$6.86K +$3.58K +197 +117%
CFFP
624
Center for Financial Planning
Michigan
$6.81K +$6.6K +363 New
FRA
625
Front Row Advisors
California
$6.45K +$6.25K +344 New

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.