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Healthpeak Properties

756 hedge funds and large institutions have $11.5B invested in Healthpeak Properties in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 344 increasing their positions, 216 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $64.3M | Put options by funds: $12.7M

59% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 216

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $10.7B → $11.5B (+$850M)

2.61% more ownership

Funds ownership: 95.69%98.29% (+2.6%)

1% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 83

2% less funds holding

Funds holding: 768756 (-12)

Holders
756
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
9.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
84
Increased
344
Reduced
216
Closed
83
Calls
$64.3M
Puts
$12.7M
Net Calls
+$51.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
651
Montag & Associates
Georgia
$8.51K
SWP
652
Strategic Wealth Partners
Ohio
$8.27K +$8.62K +503 New
DSC
653
Duncker Streett & Co
Missouri
$8.21K
CFSG
654
Community Financial Services Group
Vermont
$8.19K +$8.57K +500 New
GJIA
655
Glass Jacobson Investment Advisors
Maryland
$7.69K
CMA
656
Cedar Mountain Advisors
Oregon
$7.66K
TPWA
657
Twin Peaks Wealth Advisors
California
$7.65K +$7.99K +466 New
FGA
658
Fortis Group Advisors
New Jersey
$7.64K
DWP
659
Destiny Wealth Partners
Florida
$7.64K +$7.97K +465 New
EB
660
Eastern Bank
Massachusetts
$7.39K
FPB
661
First PREMIER Bank
South Dakota
$7K
CPG
662
Cornerstone Planning Group
New Jersey
$6.71K +$2.5K +146 +56%
CSC
663
Caldwell Sutter Capital
California
$6.57K
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$6.41K
OCWP
665
Owl Creek Wealth Partners
Colorado
$6.26K +$6.53K +381 New
GIA
666
GHP Investment Advisors
Colorado
$6.03K -$5.12K -299 -45%
OAJ
667
Ogorek Anthony Joseph
New York
$6K +$7.2K +420 New
CFFP
668
Center for Financial Planning
Michigan
$5.96K
MHR
669
Matthew Hamilton Rosenberg
$5.75K
MCM
670
Manchester Capital Management
Vermont
$5.37K -$2.43K -142 -30%
WIM
671
Westside Investment Management
California
$5.22K
B
672
Bayban
Minnesota
$5.21K +$5.43K +317 New
CMP
673
Coston McIsaac & Partners
Maine
$5K +$34 +2 +0.6%
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$4.95K
CA
675
Clearstead Advisors
Ohio
$4.95K -$28.2K -1,646 -85%