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Healthpeak Properties

578 hedge funds and large institutions have $12.2B invested in Healthpeak Properties in 2020 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 210 increasing their positions, 216 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.53M

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 216

5% less funds holding

Funds holding: 610578 (-32)

9.76% less ownership

Funds ownership: 268.58%258.83% (-9.8%)

25% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 105

30% less capital invested

Capital invested by funds: $17.4B → $12.2B (-$5.26B)

Holders
578
Holders Change
-32
Holders Change %
-5.25%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
79
Increased
210
Reduced
216
Closed
105
Calls
$8.1M
Puts
$5.53M
Net Calls
+$2.57M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
651
Simplex Trading
Illinois
-$130K -3,997 Closed
SSWG
652
Seven Springs Wealth Group
Tennessee
-$104K -3,009 Closed
FC
653
FORA Capital
Florida
-$101K -2,922 Closed
PWP
654
Personal Wealth Partners
Minnesota
-$66K -1,910 Closed
TA
655
TFG Advisers
Michigan
-$54K -1,575 Closed
GLI
656
Guardian Life Insurance
New York
-$50K -1,457 Closed
CHAM
657
Clear Harbor Asset Management
Connecticut
-$44.8K -1,300 Closed
CBT
658
Capital Bank & Trust
California
-$33K -969 Closed
FPS
659
Fieldpoint Private Securities
Connecticut
-$31K -900 Closed
AIC
660
Ameritas Investment Company
Nebraska
-$30K -866 Closed
GDP
661
Great Diamond Partners
Maine
-$24K -700 Closed
NIM
662
NuWave Investment Management
New Jersey
-$19K -555 Closed
RA
663
Rational Advisors
New York
-$19K -555 Closed
AA
664
Argent Advisors
Louisiana
-$11K -330 Closed
EIP
665
Ellis Investment Partners
Pennsylvania
-$8K -249 Closed
THWM
666
Taylor Hoffman Wealth Management
Virginia
-$8K -244 Closed
MMG
667
Monetary Management Group
Missouri
-$7K -200 Closed
RMAM
668
Raab & Moskowitz Asset Management
New Jersey
-$5K -171 Closed
BC
669
Barnett & Company
Tennessee
-$5K -153 Closed
PW
670
Price Wealth
Texas
-$5K -131 Closed
CAL
671
Capital Analysts LLC
Pennsylvania
-$3K -91 Closed
TWA
672
TCI Wealth Advisors
Arizona
-$2.61K -80 -88%
EWA
673
Evolution Wealth Advisors
Florida
-$2K -70 Closed
WCM
674
Wealthcare Capital Management
Virginia
-$2K -65 Closed
FPFS
675
First Personal Financial Services
North Carolina
-$1K -29 Closed

DOC Hedge Fund Activity: Q1 2020 in Review

578 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2020, worth a combined $12.2B — down 30% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of DOC and 79 opened new positions — a net loss of 26 holders — while 216 trimmed existing stakes and 210 added.

The largest buyer was Cohen & Steers, adding an estimated $289M. The largest seller was Invesco, cutting an estimated $111M.

  • 578 institutional investors held Healthpeak Properties (DOC) as of Q1 2020, down from 610 in Q4 2019.
  • Funds reported $12.2B of Healthpeak Properties stock for Q1 2020, down 30% quarter-over-quarter.
  • 79 funds opened new Healthpeak Properties positions in Q1 2020 and 105 closed out, a net change of -26 holders.
  • The largest Healthpeak Properties buyer in Q1 2020 was Cohen & Steers, an estimated $289M added.
  • The largest Healthpeak Properties seller in Q1 2020 was Invesco, an estimated $111M sold.

Based on aggregated 13F filings for Q1 2020.