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Healthpeak Properties
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Overview Fund Activity

714 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 280 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-30
Holders Change %
-4.03%
% of All Funds
9.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
280
Reduced
265
Closed
97
Calls
$37.6M
Puts
$5.58M
Net Calls
+$32M
Net Calls Change
+$23M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$175M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$83M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$67M
4
Citadel Advisors
Citadel Advisors
Florida
+$63.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$144M
2
BlackRock
BlackRock
New York
-$120M
3
Deutsche Bank
Deutsche Bank
Germany
-$85.5M
4
RC
Resolution Capital
Australia
-$66.7M
5
Legal & General Group
Legal & General Group
United Kingdom
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
601
Optimum Investment Advisors
Illinois
$18.6K – – –
MCM
602
Manchester Capital Management
Vermont
$18.5K -$525 -30 -3%
NFSG
603
Newbridge Financial Services Group
Florida
$17.9K -$17.5K -1,000 -49%
MMG
604
Monetary Management Group
Missouri
$17.5K -$3.5K -200 -17%
IHWM
605
Iron Horse Wealth Management
Iowa
$17.5K – – –
WOSD
606
WFA of San Diego
California
$17.5K +$17.5K +1,000 New
HFS
607
Hughes Financial Services
Virginia
$17.5K +$1.08K +64 +7%
CT
608
Clearstead Trust
Maine
$16.5K +$13K +743 +372%
DWS
609
Dynamic Wealth Strategies
California
$16.5K -$15.1K -863 -48%
TCOT
610
Trust Company of Toledo
Ohio
$16.1K +$16.1K +920 New
AAG
611
Armstrong Advisory Group
Massachusetts
$14.2K – – –
GC
612
Gould Capital
Washington
$14K – – –
VNA
613
Valley National Advisers
Pennsylvania
$14K +$8.3K +493 +145%
CTC
614
Central Trust Company
Missouri
$13.9K – – –
GBT
615
Grove Bank & Trust
Florida
$13.7K +$1.72K +98 +14%
AAM
616
Advisors Asset Management
Colorado
$13.4K -$3.84K -219 -22%
HBW
617
Hazlett, Burt & Watson
West Virginia
$13K – – –
MAM
618
Meeder Asset Management
Ohio
$12.2K +$7.02K +401 +135%
QWM
619
Quaker Wealth Management
New Jersey
$12.1K +$12.1K +690 New
FP
620
Financial Perspectives
Minnesota
$12K – – –
C
621
Covestor
United Kingdom
$12K -$72.8K -4,078 -86%
CA
622
Clearstead Advisors
Ohio
$11.6K -$473 -27 -4%
NICM
623
Neo Ivy Capital Management
New York
$11.5K -$1.13M -64,401 -99%
KFI
624
Key Financial Inc
Pennsylvania
$10.6K +$10.6K +605 New
BIA
625
Bell Investment Advisors
California
$10.6K -$455 -26 -4%
23 24
25
26 27