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Healthpeak Properties

590 hedge funds and large institutions have $11.7B invested in Healthpeak Properties in 2022 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 239 increasing their positions, 183 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

362% more call options, than puts

Call options by funds: $7.46M | Put options by funds: $1.61M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 183

0.85% less ownership

Funds ownership: 226.95%226.1% (-0.85%)

4% less funds holding

Funds holding: 613590 (-23)

12% less capital invested

Capital invested by funds: $13.2B → $11.7B (-$1.53B)

18% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 65

Holders
590
Holders Change
-23
Holders Change %
-3.75%
% of All Funds
10.16%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.1%
New
53
Increased
239
Reduced
183
Closed
65
Calls
$7.46M
Puts
$1.61M
Net Calls
+$5.84M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
626
CIBC Private Wealth Group
Georgia
-$27K -1,050 Closed
CJL
627
Cyrus J. Lawrence
New York
-$22K -833 Closed
WOSD
628
WFA of San Diego
California
-$20K -765 Closed
CWM
629
Curi Wealth Management
North Carolina
-$16K -624 Closed
SWM
630
SeaCrest Wealth Management
New York
-$15K -566 Closed
AA
631
Ancora Advisors
Ohio
-$13K -500 Closed
CA
632
CoreCap Advisors
Michigan
-$12K -474 Closed
GWMIA
633
Global Wealth Management Investment Advisory
Florida
-$9K -360 Closed
CWP
634
Concord Wealth Partners
Virginia
-$8K -300 Closed
GLLW
635
Graves Light Lenhart Wealth
Virginia
-$8K -290 Closed
GKIM
636
GW&K Investment Management
Massachusetts
-$6K -234 Closed
CCM
637
Chilton Capital Management
Texas
-$5K -200 Closed
MBFW
638
Morton Brown Family Wealth
Pennsylvania
-$5K -189 Closed
CI
639
CX Institutional
Indiana
-$4K -166 Closed
BWA
640
BDO Wealth Advisors
Florida
-$3K -127 Closed
JPLA
641
Joseph P. Lucia & Associates
New York
-$2K -89 Closed
BSB
642
Bangor Savings Bank
Maine
-$2K -75 Closed
ACK
643
Andrew C. Karlinski
-$2K -64 Closed
CAC
644
Certified Advisory Corp
Florida
-$1K -50 Closed
PFGIA
645
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -49 Closed
WBC
646
West Branch Capital
Massachusetts
-$1K -30 Closed
TWP
647
TFO Wealth Partners
Ohio
-$1K -29 Closed
S
648
Surevest
California
-$1K -28 Closed
EC
649
EdgeRock Capital
Colorado
+$132 +5 New
Lazard Asset Management
650
Lazard Asset Management
New York
+$449 +17 +106%

DOC Hedge Fund Activity: Q3 2022 in Review

590 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2022, worth a combined $11.7B — down 12% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of DOC and 53 opened new positions — a net loss of 12 holders — while 183 trimmed existing stakes and 239 added.

The largest buyer was Citadel Advisors, adding an estimated $88.3M. The largest seller was Cohen & Steers, cutting an estimated $681M.

  • 590 institutional investors held Healthpeak Properties (DOC) as of Q3 2022, down from 613 in Q2 2022.
  • Funds reported $11.7B of Healthpeak Properties stock for Q3 2022, down 12% quarter-over-quarter.
  • 53 funds opened new Healthpeak Properties positions in Q3 2022 and 65 closed out, a net change of -12 holders.
  • The largest Healthpeak Properties buyer in Q3 2022 was Citadel Advisors, an estimated $88.3M added.
  • The largest Healthpeak Properties seller in Q3 2022 was Cohen & Steers, an estimated $681M sold.

Based on aggregated 13F filings for Q3 2022.