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Healthpeak Properties
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Overview Fund Activity

754 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+26
Holders Change %
+3.57%
% of All Funds
10.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
105
Increased
272
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$368M
2
RC
Resolution Capital
Australia
$123M
3
LPC
Long Pond Capital
New York
$86.9M
4
Northern Trust
Northern Trust
Illinois
$213M
5
BlackRock
BlackRock
New York
$1.7B

Top Sellers

1
UBS AM
UBS AM
Illinois
$27.3M
2
Millennium Management
Millennium Management
New York
$15.2M
3
Citadel Advisors
Citadel Advisors
Florida
$5M
4
LIMS
Lasalle Investment Management Securities
Maryland
$9.35M
5
ACM
AEW Capital Management
Massachusetts
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
601
Kestra Investment Management
Texas
$45K +$45K +2,219 New
Bank Julius Baer & Co
602
Bank Julius Baer & Co
Switzerland
$44.6K +$3.09K +138 +7%
AF
603
Advisornet Financial
Minnesota
$44.4K +$11.4K +563 +35%
CA
604
Continuum Advisory
Idaho
$44.1K +$1.76K +87 +4%
UB
605
UMB Bank
Missouri
$44K +$8.6K +424 +24%
1IA
606
1620 Investment Advisors
Massachusetts
$43.3K – – –
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.6K – – –
NFSG
608
Newbridge Financial Services Group
Florida
$41K – – –
HDIM
609
Hanson & Doremus Investment Management
Vermont
$38K – – –
WAG
610
Wiser Advisor Group
Arizona
$37.9K +$527 +26 +1%
C
611
Covestor
United Kingdom
$37K +$23.5K +1,152 +174%
PB
612
Pinnacle Bancorp
Nebraska
$35K -$30.4K -1,500 -47%
OIA
613
Optimum Investment Advisors
Illinois
$34.3K -$68.3K -3,370 -67%
PMFA
614
Plante Moran Financial Advisors
Michigan
$32.6K – – –
VWM
615
Venturi Wealth Management
Texas
$31.7K -$97.3K -4,799 -75%
AWM
616
Avior Wealth Management
Nebraska
$31.4K -$1.34K -66 -4%
RTC
617
Riverview Trust Company
Washington
$30.6K – – –
HFM
618
Harvest Fund Management
China
$30K +$30K +1,482 New
BC
619
Barrett & Company
Rhode Island
$29.8K +$385 +19 +1%
W
620
WealthCollab
Washington
$29.4K – – –
RIL
621
Rothschild Investment LLC
Illinois
$29.1K -$628 -31 -2%
MCM
622
MV Capital Management
Maryland
$28.8K +$81 +4 +0.3%
MB
623
Mizuho Bank
Japan
$28.4K +$28.4K +1,400 New
HNB
624
Hilltop National Bank
Wyoming
$27K – – –
RA
625
Rise Advisors
New York
$26.5K +$365 +18 +1%
23 24
25
26 27