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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
SWM
601
Spire Wealth Management
Virginia
$22.7K -$13K -681 -37%
HPC
602
HM Payson & Co
Maine
$21K
VWM
603
Venturi Wealth Management
Texas
$20K +$12.4K +649 +174%
IHWM
604
Iron Horse Wealth Management
Iowa
$19.6K
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$19.2K +$5.84K +306 +46%
CSB
606
City State Bank
Iowa
$19K -$10.8K -565 -37%
CA
607
CoreCap Advisors
Michigan
$18.2K +$2.83K +148 +19%
BGAI
608
Bruce G. Allen Investments
Colorado
$17.1K -$649 -34 -4%
PP
609
Pacifica Partners
Canada
$16.9K
ATPW
610
Ashton Thomas Private Wealth
Arizona
$16.2K +$15.8K +827 New
HBW
611
Hazlett, Burt & Watson
West Virginia
$16K
AAG
612
Armstrong Advisory Group
Massachusetts
$15.9K
HWA
613
HHM Wealth Advisors
Tennessee
$15.7K -$3.44K -180 -18%
GC
614
Gould Capital
Washington
$15.7K
PBK
615
Peoples Bank (Kansas)
Kansas
$15.7K
CTC
616
Central Trust Company
Missouri
$15.5K
CA
617
Continuum Advisory
Idaho
$15.5K +$286 +15 +2%
DWS
618
Dynamic Wealth Strategies
California
$15K
WOSD
619
WFA of San Diego
California
$15K +$14.6K +765 New
GIA
620
GHP Investment Advisors
Colorado
$14.8K
CA
621
Crewe Advisors
Utah
$14.7K
LS
622
Livforsakringsbolaget Skandia
Sweden
$14.2K -$30.6K -1,600 -69%
GLR
623
Great Lakes Retirement
Ohio
$13.6K +$13.2K +693 New
C
624
Covestor
United Kingdom
$13K -$18.7K -978 -59%
UWS
625
Unique Wealth Strategies
Illinois
$12.9K +$13.2K +690 New

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.