We are live on ! Find out more
DOC icon

Healthpeak Properties

761 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

4% more funds holding

Funds holding: 733761 (+28)

0.86% more ownership

Funds ownership: 92.07%92.93% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

9% less capital invested

Capital invested by funds: $14.7B → $13.3B (-$1.38B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
761
Holders Change
+28
Holders Change %
+3.82%
% of All Funds
10.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
107
Increased
277
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
626
Rothschild Investment LLC
Illinois
$29.1K -$672 -31 -2%
MCM
627
MV Capital Management
Maryland
$28.8K +$87 +4 +0.3%
MB
628
Mizuho Bank
Japan
$28.4K +$30.3K +1,400 New
HNB
629
Hilltop National Bank
Wyoming
$27K
RA
630
Rise Advisors
New York
$26.5K +$390 +18 +1%
SWM
631
Spire Wealth Management
Virginia
$24.7K +$1.28K +59 +5%
MMG
632
Monetary Management Group
Missouri
$24.3K
CIAM
633
Caitong International Asset Management
Hong Kong
$22.4K +$23.9K +1,103 New
OP
634
ORG Partners
Indiana
$22.3K +$16.2K +748 +214%
WA
635
Whipplewood Advisors
Colorado
$22.2K +$23.7K +1,093 New
HPC
636
HM Payson & Co
Maine
$21.7K -$563 -26 -2%
QL
637
Quarry LP
New York
$21.5K -$43 -2 -0.2%
IHWM
638
Iron Horse Wealth Management
Iowa
$20.3K
VHAM
639
Van Hulzen Asset Management
California
$20.3K +$21.7K +1,000 New
GJIA
640
Glass Jacobson Investment Advisors
Maryland
$20.1K +$152 +7 +0.7%
Loomis, Sayles & Company
641
Loomis, Sayles & Company
Massachusetts
$20K -$45.2K -2,087 -68%
RFG
642
REAP Financial Group
Texas
$19.5K +$5.81K +268 +39%
ANBT
643
American National Bank & Trust
Texas
$18.5K
ZB
644
Zions Bancorporation
Utah
$18.4K +$18.2K +840 +1,273%
SIM
645
Studio Investment Management
Illinois
$17.8K +$19K +879 New
BGAI
646
Bruce G. Allen Investments
Colorado
$17.7K
PP
647
Pacifica Partners
Canada
$17.5K
GBT
648
Grove Bank & Trust
Florida
$17.3K +$14.7K +678 +392%
LFG
649
Larson Financial Group
Missouri
$17.2K +$3.32K +153 +22%
AAG
650
Armstrong Advisory Group
Massachusetts
$16.4K

DOC Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2024, worth a combined $13.3B — down 9.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 69 closed out — a net gain of 38 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $375M. The largest seller was UBS AM, cutting an estimated $137M.

  • 761 institutional investors held Healthpeak Properties (DOC) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $13.3B of Healthpeak Properties stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q4 2024 and 69 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2024 was Principal Financial Group, an estimated $375M added.
  • The largest Healthpeak Properties seller in Q4 2024 was UBS AM, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.