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Healthpeak Properties
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Overview Fund Activity

714 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 280 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-30
Holders Change %
-4.03%
% of All Funds
9.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
280
Reduced
265
Closed
97
Calls
$37.6M
Puts
$5.58M
Net Calls
+$32M
Net Calls Change
+$23M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$175M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$83M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$67M
4
Citadel Advisors
Citadel Advisors
Florida
+$63.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$144M
2
BlackRock
BlackRock
New York
-$120M
3
Deutsche Bank
Deutsche Bank
Germany
-$85.5M
4
RC
Resolution Capital
Australia
-$66.7M
5
Legal & General Group
Legal & General Group
United Kingdom
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
626
HHM Wealth Advisors
Tennessee
$10.5K – – –
LFG
627
Larson Financial Group
Missouri
$10.2K -$22.6K -1,289 -69%
FMII
628
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
PWM
629
Proathlete Wealth Management
Florida
$9.88K – – –
MAFA
630
MJT & Associates Financial Advisory
Minnesota
$9.17K +$5.23K +299 +133%
MA
631
Montag & Associates
Georgia
$9.07K – – –
HT
632
Headlands Technologies
Illinois
$9.02K +$9.02K +515 New
DSC
633
Duncker Streett & Co
Missouri
$8.76K – – –
GJIA
634
Glass Jacobson Investment Advisors
Maryland
$8.2K -$9.18K -524 -53%
SSG
635
Summit Securities Group
New York
$8.2K +$8.2K +468 New
FGA
636
Fortis Group Advisors
New Jersey
$8.14K – – –
EB
637
Eastern Bank
Massachusetts
$7.88K – – –
AA
638
Ancora Advisors
Ohio
$7.41K +$5.2K +297 +236%
SC
639
SouthState Corp
Florida
$7.36K -$4.24K -242 -37%
RWS
640
Retirement Wealth Solutions
Wisconsin
$7.15K +$18 +1 +0.2%
CSC
641
Caldwell Sutter Capital
California
$7K – – –
FPB
642
First PREMIER Bank
South Dakota
$7K – – –
WA
643
WPG Advisers
Maryland
$6.48K +$1.26K +72 +24%
CFFP
644
Center for Financial Planning
Michigan
$6.36K – – –
MHR
645
Matthew Hamilton Rosenberg
$6.13K -$3.28K -187 -35%
AAS
646
Ameritas Advisory Services
Nebraska
$5.73K +$5.73K +327 New
WIM
647
Westside Investment Management
California
$5.65K +$5.65K +316 New
CFS
648
Compass Financial Services
Iowa
$5.46K – – –
TPWA
649
Twin Peaks Wealth Advisors
California
$5.05K +$5.05K +297 New
IRC
650
Investors Research Corp
Georgia
$5.03K – – –
24 25
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