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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% 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
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
651
St. Johns Investment Management
Florida
$2.06K
MFT
652
Moisand Fitzgerald Tamayo
Florida
$1.95K
S
653
Sachetta
Massachusetts
$1.62K
EAM
654
Eukles Asset Management
Ohio
$1.61K
WTC
655
WhitTier Trust Company
Nevada
$1.5K -$145 -8 -9%
BWAM
656
Boyd Watterson Asset Management
Ohio
$1.46K
FGAM
657
Financial Gravity Asset Management
Texas
$1.42K +$1.36K +75 New
CSWM
658
Cassady Schiller Wealth Management
Ohio
$1.33K
LWANC
659
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.27K +$1.24K +68 New
CTWM
660
Cherry Tree Wealth Management
Minnesota
$1.26K
JWA
661
JFS Wealth Advisors
Pennsylvania
$1.26K
LFG
662
Larson Financial Group
Missouri
$1.19K +$18 +1 +2%
PCMC
663
Planning Capital Management Corporation
Pennsylvania
$1.13K -$6.18K -340 -85%
CAL
664
Capital Advisors Ltd
Ohio
$1K -$4.51K -248 -82%
AW
665
Avion Wealth
Texas
$1K -$563 -31 -50%
TCA
666
Trifecta Capital Advisors
Illinois
$938
DF
667
Dunhill Financial
United Kingdom
$866 +$127 +7 +18%
GI
668
Gradient Investments
Minnesota
$825 -$4.76K -262 -86%
ECM
669
Everence Capital Management
Indiana
$650
CTA
670
Colonial Trust Advisors
South Carolina
$614 -$6.72K -370 -92%
TFM
671
TFC Financial Management
Massachusetts
$582 +$55 +3 +11%
CAM
672
Creekmur Asset Management
Illinois
$581 +$563 +31 New
CP
673
Castleview Partners
Texas
$450
AIC
674
Archer Investment Corporation
Indiana
$300
SIC
675
SJS Investment Consulting
Ohio
$244 +$236 +13 New

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.