We are live on ! Find out more
DOC icon

Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
626
Banque Cantonale Vaudoise
Switzerland
-$668K -36,397 Closed
Capstone Investment Advisors
627
Capstone Investment Advisors
New York
-$610K -33,200 Closed
JFG
628
Jefferies Financial Group
New York
-$555K -30,219 Closed
B
629
Bailard
California
-$549K -29,893 Closed
Simplex Trading
630
Simplex Trading
Illinois
-$524K -29,813 Closed
TSS
631
Two Sigma Securities
New York
-$513K -29,147 Closed
GCM
632
Graham Capital Management
Connecticut
-$507K -27,612 Closed
MYLI
633
Meiji Yasuda Life Insurance
Japan
-$404K -22,031 Closed
MM
634
MQS Management
New York
-$349K -18,984 Closed
William Blair & Company
635
William Blair & Company
Illinois
-$345K -18,766 Closed
GEM
636
Global Endowment Management
North Carolina
-$338K -18,404 Closed
BCI
637
Brinker Capital Investments
Pennsylvania
-$288K -15,708 Closed
OPS
638
Orion Portfolio Solutions
Nebraska
-$288K -15,708 Closed
EC
639
Elequin Capital
New York
-$287K -15,619 Closed
OWA
640
One Wealth Advisors
California
-$255K -13,867 Closed
MNBTD
641
Moody National Bank Trust Division
Texas
-$251K -13,676 Closed
Wolverine Trading
642
Wolverine Trading
Illinois
-$220K -12,480 Closed
TYCC
643
Texas Yale Capital Corp
Florida
-$226K -12,293 Closed
DTL
644
Dynamic Technology Lab
Singapore
-$211K -11,474 Closed
SFS
645
Sowell Financial Services
Arkansas
-$207K -11,274 Closed
IWC
646
Integrated Wealth Concepts
Massachusetts
-$205K -11,178 Closed
MIA
647
MainStreet Investment Advisors
Illinois
-$200K -10,868 Closed
SPA
648
Sherbrooke Park Advisers
New York
-$199K -10,864 Closed
WDA
649
Wendell David Associates
New Hampshire
-$191K -10,400 Closed
TLP
650
Tri Locum Partners
New York
-$188K -10,215 Closed

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.