We are live on ! Find out more
DOC icon

Healthpeak Properties

761 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

4% more funds holding

Funds holding: 733761 (+28)

0.86% more ownership

Funds ownership: 92.07%92.93% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

9% less capital invested

Capital invested by funds: $14.7B → $13.3B (-$1.38B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
761
Holders Change
+28
Holders Change %
+3.82%
% of All Funds
10.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
107
Increased
277
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
601
CoreCap Advisors
Michigan
$47.6K -$15.5K -717 -23%
CH
602
Cromwell Holdings
Wyoming
$46.2K
MG
603
Mather Group
Illinois
$46K -$7.89K -364 -14%
KI
604
Kapitalo Investimentos
Brazil
$46K +$49.1K +2,268 New
IA
605
IFP Advisors
Florida
$45.5K +$2.45K +113 +5%
KIM
606
Kestra Investment Management
Texas
$45K +$48.1K +2,219 New
Bank Julius Baer & Co
607
Bank Julius Baer & Co
Switzerland
$44.6K +$2.99K +138 +7%
AF
608
Advisornet Financial
Minnesota
$44.4K +$12.2K +563 +35%
CA
609
Continuum Advisory
Idaho
$44.1K +$1.89K +87 +4%
UB
610
UMB Bank
Missouri
$44K +$9.19K +424 +24%
1IA
611
1620 Investment Advisors
Massachusetts
$43.3K
TFIPS
612
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.6K
NFSG
613
Newbridge Financial Services Group
Florida
$41K
HDIM
614
Hanson & Doremus Investment Management
Vermont
$38K
WAG
615
Wiser Advisor Group
Arizona
$37.9K +$563 +26 +1%
C
616
Covestor
United Kingdom
$37K +$25K +1,152 +174%
PB
617
Pinnacle Bancorp
Nebraska
$35K -$32.5K -1,500 -47%
OIA
618
Optimum Investment Advisors
Illinois
$34.3K -$73K -3,370 -67%
PMFA
619
Plante Moran Financial Advisors
Michigan
$32.6K
VWM
620
Venturi Wealth Management
Texas
$31.7K -$104K -4,799 -75%
AWM
621
Avior Wealth Management
Nebraska
$31.4K -$1.43K -66 -4%
RTC
622
Riverview Trust Company
Washington
$30.6K
HFM
623
Harvest Fund Management
China
$30K +$32.1K +1,482 New
BC
624
Barrett & Company
Rhode Island
$29.8K +$412 +19 +1%
W
625
WealthCollab
Washington
$29.4K

DOC Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2024, worth a combined $13.3B — down 9.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 69 closed out — a net gain of 38 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $375M. The largest seller was UBS AM, cutting an estimated $137M.

  • 761 institutional investors held Healthpeak Properties (DOC) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $13.3B of Healthpeak Properties stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q4 2024 and 69 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2024 was Principal Financial Group, an estimated $375M added.
  • The largest Healthpeak Properties seller in Q4 2024 was UBS AM, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.