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Healthpeak Properties
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Overview Fund Activity

710 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, 278 increasing their positions, 263 reducing their positions, and 97 closing their positions.

Holders
710
Holders Change
-34
Holders Change %
-4.57%
% of All Funds
9.54%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
278
Reduced
263
Closed
97
Calls
$21.8M
Puts
$1.76M
Net Calls
+$20.1M
Net Calls Change
+$11.1M

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$488M
2
Norges Bank
2
Norges Bank
Norway
$141M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$405M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$67.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$63.2M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$17.7M
2
BlackRock
2
BlackRock
New York
$1.3B
3
Deutsche Bank
3
Deutsche Bank
Germany
$63.1M
4
RC
4
Resolution Capital
Australia
$61.9M
5
Legal & General Group
5
Legal & General Group
United Kingdom
$143M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
676
Centricity Wealth Management
Ohio
$1.75K 100 – –
S
677
Sachetta
Massachusetts
$1.73K 99 -32 -24%
CPG
678
Cornerstone Planning Group
New Jersey
$1.69K 98 -358 -79%
HNW
679
High Note Wealth
Minnesota
$1.61K 92 -132 -59%
DWM
680
Dogwood Wealth Management
Kansas
$1.57K 86 +86 New
EAM
681
Eukles Asset Management
Ohio
$1.51K 86 – –
BWAM
682
Boyd Watterson Asset Management
Ohio
$1.37K 78 – –
TWD
683
True Wealth Design
Ohio
$1.29K 74 +48 +185%
CTWM
684
Cherry Tree Wealth Management
Minnesota
$1.17K 67 – –
Kayne Anderson Rudnick Investment Management
685
Kayne Anderson Rudnick Investment Management
California
$1.14K 65 +65 New
PWA
686
Principia Wealth Advisory
Texas
$1.07K 61 +29 +91%
RWM
687
Rialto Wealth Management
New York
$1.03K 59 -36 -38%
AW
688
Avion Wealth
Texas
$1K 90 +7 +8%
TFM
689
TFC Financial Management
Massachusetts
$946 54 -8 -13%
FG
690
Fairman Group
Pennsylvania
$893 51 – –
TCA
691
Trifecta Capital Advisors
Illinois
$876 50 – –
FPF
692
First Pacific Financial
Washington
$788 45 – –
T
693
Transce3nd
Texas
$648 37 +37 New
SRCM
694
Signature Resources Capital Management
California
$595 34 +34 New
KIM
695
Kestra Investment Management
Texas
$567 28 – –
SC
696
Stephens Consulting
Michigan
$403 23 +23 New
DF
697
Dunhill Financial
United Kingdom
$345 19 -77 -80%
DFA
698
DHJJ Financial Advisors
Illinois
$298 17 – –
PWM
699
Parkworth Wealth Management
California
$280 16 +16 New
GEA
700
Glen Eagle Advisors
New Jersey
$275 16 +1 +7%
26 27
28
29 30