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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
651
Peoples Financial Services Corp
Pennsylvania
-$112K -6,100 Closed
CSPIA
652
Cary Street Partners Investment Advisory
Virginia
-$110K -5,987 Closed
NL
653
NVWM LLC
Pennsylvania
-$29.4K -1,600 Closed
BF
654
BOK Financial
Oklahoma
-$21.8K -1,399 Closed
CAC
655
Certified Advisory Corp
Florida
-$24.5K -1,335 Closed
OP
656
ORG Partners
Indiana
-$15.7K -855 Closed
SCA
657
Stonebridge Capital Advisors
Minnesota
-$15.3K -835 Closed
FSWA
658
Financial Synergies Wealth Advisors
Texas
-$10.6K -577 Closed
PPC
659
Park Place Capital
Alabama
-$10.2K -555 Closed
1832 Asset Management
660
1832 Asset Management
Ontario, Canada
-$8K -436 Closed
ASBI
661
American State Bank (Iowa)
Iowa
-$7.49K -408 Closed
EARNEST Partners
662
EARNEST Partners
Georgia
-$7.07K -385 Closed
MIM
663
Macroview Investment Management
Maryland
-$6.17K -336 Closed
BAAM
664
Baker Avenue Asset Management
California
-$5.26K -287 Closed
CWP
665
Concord Wealth Partners
Virginia
-$4.22K -230 Closed
TWC
666
TD Waterhouse Canada
Ontario, Canada
-$3.56K -200 Closed
CHA
667
Carmichael Hill & Associates
Maryland
-$3.53K -192 Closed
Legacy Financial Group (Iowa)
668
Legacy Financial Group (Iowa)
Iowa
-$3.47K -189 Closed
GKIM
669
GW&K Investment Management
Massachusetts
-$3.27K -186 -89%
HWM
670
HighMark Wealth Management
Minnesota
-$3.08K -168 Closed
Cohen & Steers
671
Cohen & Steers
New York
-$3K -148 Closed
AWM
672
Abound Wealth Management
Tennessee
-$2.32K -126 Closed
FRA
673
Front Row Advisors
California
-$2.2K -120 Closed
HT
674
Headlands Technologies
Illinois
-$1.93K -105 Closed
PWMG
675
Prestige Wealth Management Group
New Jersey
-$1.14K -62 Closed

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.