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Healthpeak Properties

754 hedge funds and large institutions have $13.4B invested in Healthpeak Properties in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 345 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.91M

53% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 226

2.11% more ownership

Funds ownership: 92.93%95.04% (+2.1%)

3% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $13.3B → $13.4B (+$123M)

1% less funds holding

Funds holding: 761754 (-7)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
754
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
10.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
80
Increased
345
Reduced
226
Closed
78
Calls
$12.9M
Puts
$3.91M
Net Calls
+$8.99M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
651
Clearstead Advisors
Ohio
$13.9K -$1.64K -81 -11%
GBT
652
Grove Bank & Trust
Florida
$13.8K -$3.4K -168 -20%
SC
653
SouthState Corp
Florida
$13.4K +$13.4K +662 New
CAL
654
Capital Advisors Ltd
Ohio
$13K
BIA
655
Bell Investment Advisors
California
$12.7K
HWA
656
HHM Wealth Advisors
Tennessee
$12.2K -$1.21K -60 -9%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$11.5K +$4.37K +216 +61%
PWM
658
Proathlete Wealth Management
Florida
$11.4K +$11.4K +564 New
MHR
659
Matthew Hamilton Rosenberg
$10.9K +$3.78K +187 +53%
SO
660
Sierra Ocean
California
$10.6K
MA
661
Montag & Associates
Georgia
$10.5K
DSC
662
Duncker Streett & Co
Missouri
$10.1K
FGA
663
Fortis Group Advisors
New Jersey
$9.4K
EB
664
Eastern Bank
Massachusetts
$9.1K
CPG
665
Cornerstone Planning Group
New Jersey
$8.58K +$7.12K +352 +338%
AF
666
Atala Financial
California
$8.51K
RWS
667
Retirement Wealth Solutions
Wisconsin
$8.24K
CSC
668
Caldwell Sutter Capital
California
$8.09K
SWP
669
SIMA Wealth Partners
Virginia
$8.09K +$8.09K +400 New
FPB
670
First PREMIER Bank
South Dakota
$8K
CFFP
671
Center for Financial Planning
Michigan
$7.34K
CSB
672
City State Bank
Iowa
$6.98K
CFS
673
Compass Financial Services
Iowa
$6.31K +$6.31K +312 New
WA
674
WPG Advisers
Maryland
$6.03K -$1.84K -91 -23%
CMP
675
Coston McIsaac & Partners
Maine
$6K +$101 +5 +2%