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Healthpeak Properties
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Overview Fund Activity

714 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 280 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-30
Holders Change %
-4.03%
% of All Funds
9.57%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
280
Reduced
265
Closed
97
Calls
$37.6M
Puts
$5.58M
Net Calls
+$32M
Net Calls Change
+$23M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$175M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$83M
3
Nordea Investment Management
Nordea Investment Management
Sweden
+$67M
4
Citadel Advisors
Citadel Advisors
Florida
+$63.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$144M
2
BlackRock
BlackRock
New York
-$120M
3
Deutsche Bank
Deutsche Bank
Germany
-$85.5M
4
RC
Resolution Capital
Australia
-$66.7M
5
Legal & General Group
Legal & General Group
United Kingdom
-$53.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CMP
651
Coston McIsaac & Partners
Maine
$5K +$90 +6 +2%
DIP
652
DT Investment Partners
Pennsylvania
$4.97K – – –
SC
653
Swan Capital
Florida
$4.64K – – –
ACM
654
Anfield Capital Management
California
$4.05K – – –
GTAM
655
Global Trust Asset Management
Florida
$4.03K – – –
WA
656
Whipplewood Advisors
Colorado
$4.01K +$3.08K +176 +332%
FFO
657
Fortitude Family Office
Arizona
$3.8K -$280 -16 -7%
CCMI
658
Creative Capital Management Investments
California
$3.68K – – –
CSB
659
City State Bank
Iowa
$3.59K -$2.45K -140 -41%
BA
660
Bellwether Advisors
Nebraska
$3.5K – – –
SPF
661
South Plains Financial
Texas
$3.5K – – –
PGAM
662
Princeton Global Asset Management
New Jersey
$3.16K +$52 +3 +2%
HWM
663
Hemington Wealth Management
Virginia
$3K -$1.01K -62 -25%
MEG
664
Millstone Evans Group
Colorado
$2.98K – – –
AGWCA
665
Annis Gardner Whiting Capital Advisors
Florida
$2.96K -$1.42K -81 -32%
WCM
666
WealthTrak Capital Management
Virginia
$2.8K +$1.58K +90 +129%
HHMI
667
Howard Hughes Medical Institute
Maryland
$2.64K +$2.64K +151 New
CT
668
Coastline Trust
Rhode Island
$2.63K – – –
RA
669
Rise Advisors
New York
$2.58K +$1.53K +87 +145%
FMP
670
Financial Management Professionals
Texas
$2.47K +$2.05K +117 +488%
CWM
671
Crowley Wealth Management
Delaware
$2.38K – – –
PWMG
672
Prestige Wealth Management Group
New Jersey
$2.29K – – –
HB
673
Horizon Bancorp
Indiana
$2K – – –
PWMG
674
Private Wealth Management Group
New Jersey
$1.96K -$2.23K -127 -53%
SO
675
Sierra Ocean
California
$1.94K -$7.25K -414 -79%
25 26
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