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Healthpeak Properties

674 hedge funds and large institutions have $12B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 338 increasing their positions, 135 reducing their positions, and 75 closing their positions.

Holders
674
Holders Change
+63
Holders Change %
+10.31%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
144
Increased
338
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
WTC
651
WhitTier Trust Company
Nevada
$1.5K 80 -8 -9%
BWAM
652
Boyd Watterson Asset Management
Ohio
$1.46K 78
FGAM
653
Financial Gravity Asset Management
Texas
$1.42K 75 +75 New
CSWM
654
Cassady Schiller Wealth Management
Ohio
$1.33K 71
LWANC
655
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.28K 68 +68 New
JWA
656
JFS Wealth Advisors
Pennsylvania
$1.26K 67
CTWM
657
Cherry Tree Wealth Management
Minnesota
$1.26K 67
LFG
658
Larson Financial Group
Missouri
$1.19K 63 +1 +2%
PCMC
659
Planning Capital Management Corporation
Pennsylvania
$1.13K 60 -340 -85%
CAL
660
Capital Advisors Ltd
Ohio
$1K 54 -248 -82%
AW
661
Avion Wealth
Texas
$1K 31 -31 -50%
TCA
662
Trifecta Capital Advisors
Illinois
$938 50
DF
663
Dunhill Financial
United Kingdom
$866 46 +7 +18%
GI
664
Gradient Investments
Minnesota
$825 44 -262 -86%
ECM
665
Everence Capital Management
Indiana
$650 34,680
CTA
666
Colonial Trust Advisors
South Carolina
$614 33 -370 -92%
TFM
667
TFC Financial Management
Massachusetts
$582 31 +3 +11%
CAM
668
Creekmur Asset Management
Illinois
$581 31 +31 New
CP
669
Castleview Partners
Texas
$450 24
AIC
670
Archer Investment Corporation
Indiana
$300 16
SIC
671
SJS Investment Consulting
Ohio
$244 13 +13 New
CWC
672
Carolinas Wealth Consulting
North Carolina
$188 10 -990 -99%
CJ
673
Caitlin John
Michigan
$125 7
DWM
674
Dogwood Wealth Management
Kansas
WCP
675
Waterfront Capital Partners
New York
-1,561,513 Closed