We are live on ! Find out more
DOC icon

Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
626
Financial Perspectives
Minnesota
$12.9K +$191 +10 +2%
JPWM
627
Jamison Private Wealth Management
Georgia
$12.8K -$587K -30,747 -98%
BIA
628
Bell Investment Advisors
California
$12.3K +$1.07K +56 +10%
CAL
629
Capital Advisors Ltd
Ohio
$12K +$11.1K +582 +1,078%
GGI
630
Godsey & Gibb Inc
Virginia
$11.3K +$11K +578 New
RFG
631
REAP Financial Group
Texas
$11.2K -$2.35K -123 -18%
OWA
632
Opal Wealth Advisors
New York
$10.3K +$10.1K +528 New
MA
633
Montag & Associates
Georgia
$10.2K
DSC
634
Duncker Streett & Co
Missouri
$9.8K
FGA
635
Fortis Group Advisors
New Jersey
$9.11K
VNA
636
Valley National Advisers
Pennsylvania
$9K +$573 +30 +6%
MCM
637
Manchester Capital Management
Vermont
$8.57K +$4.53K +237 +119%
PWMG
638
Private Wealth Management Group
New Jersey
$8.33K +$1.11K +58 +16%
FPB
639
First PREMIER Bank
South Dakota
$8K
MAM
640
Meeder Asset Management
Ohio
$7.98K -$181K -9,499 -96%
CA
641
Clearstead Advisors
Ohio
$7.9K +$7.7K +403 New
CSC
642
Caldwell Sutter Capital
California
$7.84K
BF
643
BOK Financial
Oklahoma
$7.82K -$18.6K -975 -71%
AssetMark Inc
644
AssetMark Inc
California
$7.68K -$4.16K -218 -36%
FMII
645
Farmers & Merchants Investments Inc
Nebraska
$7.64K -$649 -34 -8%
FW
646
Fairway Wealth
Ohio
$7.61K +$7.41K +388 New
CFFP
647
Center for Financial Planning
Michigan
$7.12K
OP
648
ORG Partners
Indiana
$6.82K +$6.68K +350 New
FRA
649
Front Row Advisors
California
$6.27K -$458 -24 -7%
RWMG
650
Redwood Wealth Management Group
New Jersey
$6.08K +$5.92K +310 New

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.