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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
IRC
626
Investors Research Corp
Georgia
$5.38K
ETC
627
Exchange Traded Concepts
Oklahoma
$5.33K -$153K -8,446 -97%
PO
628
Private Ocean
California
$5.08K
CMP
629
Coston McIsaac & Partners
Maine
$5K +$5.6K +308 New
OPTFSNA
630
Old Point Trust & Financial Services N A
Virginia
$4.69K +$4.54K +250 New
AA
631
Addison Advisors
Vermont
$4.59K -$52.5K -2,889 -92%
DJSG
632
D.J. St. Germain
Massachusetts
$4.58K
MA
633
MCF Advisors
Kentucky
$4.56K -$18 -1 -0.4%
ZB
634
Zions Bancorporation
Utah
$4.44K +$2.58K +142 +149%
GTAM
635
Global Trust Asset Management
Florida
$4.31K
CWP
636
Concord Wealth Partners
Virginia
$4.31K +$4.18K +230 New
FPFS
637
First Personal Financial Services
North Carolina
$4.31K +$4.18K +230 New
MHR
638
Matthew Hamilton Rosenberg
$4.17K
HB
639
Horizon Bancorp
Indiana
$4K
CCMI
640
Creative Capital Management Investments
California
$3.94K
CT
641
Clearstead Trust
Maine
$3.75K
MCM
642
Manchester Capital Management
Vermont
$3.75K
CHA
643
Carmichael Hill & Associates
Maryland
$3.66K +$3.54K +195 New
CPG
644
Cornerstone Planning Group
New Jersey
$3.64K -$1.71K -94 -33%
PA
645
PSI Advisors
Florida
$3.19K -$9.09K -500 -75%
PGAM
646
Princeton Global Asset Management
New Jersey
$3.14K +$55 +3 +2%
YAL
647
Your Advocates Ltd
Texas
$2.81K +$2.73K +150 New
VCM
648
Versant Capital Management
Arizona
$2.55K +$127 +7 +5%
FFO
649
Fortitude Family Office
Arizona
$2.48K +$2.4K +132 New
OC
650
Oakworth Capital
Alabama
$2.08K +$2.02K +111 New

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.