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Healthpeak Properties
DOC

610 hedge funds and large institutions have $17.4B invested in Healthpeak Properties in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 239 increasing their positions, 182 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $19M | Put options by funds: $12.6M

31% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 182

25% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 80

16.13% more ownership

Funds ownership: 252.45% → 268.58% (+16%)

1% more funds holding

Funds holding: 602 → 610 (+8)

5% more capital invested

Capital invested by funds: $16.7B → $17.4B (+$755M)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

Holders
610
Holders Change
+8
Holders Change %
+1.33%
% of All Funds
12.02%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
100
Increased
239
Reduced
182
Closed
80
Calls
$19M
Puts
$12.6M
Net Calls
+$6.45M
Net Calls Change
-$8.14M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$419M
2
Cohen & Steers
Cohen & Steers
New York
+$341M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$206M
4
Principal Financial Group
Principal Financial Group
Iowa
+$130M
5
Invesco
Invesco
Georgia
+$119M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$141M
2
Barclays
Barclays
United Kingdom
-$82.5M
3
BPSG
Brookfield Public Securities Group
New York
-$64.5M
4
CC
Carlson Capital
Texas
-$48.3M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$47.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
676
Capital Advisory Group Advisory Services
Minnesota
– -$12K -330 Closed
MAM
677
Meeder Asset Management
Ohio
– -$10K -267 Closed
FMII
678
Farmers & Merchants Investments Inc
Nebraska
– -$8K -223 Closed
TC
679
Truvestments Capital
Florida
– -$7K -200 Closed
BGIM
680
Brandywine Global Investment Management
Pennsylvania
– -$6K -151 Closed
IBOK
681
Independence Bank of Kentucky
Kentucky
– -$5K -150 Closed
GAM
682
Gemmer Asset Management
California
– -$5K -149 Closed
GWAG
683
Garrett Wealth Advisory Group
Texas
– -$5.27K -148 Closed
BL
684
Balentine LLC
Georgia
– -$5K -137 Closed
VFA
685
Valeo Financial Advisors
Indiana
– -$4K -100 Closed
CWM
686
Cranbrook Wealth Management
Michigan
– -$2K -63 Closed
OC
687
Oakworth Capital
Alabama
– -$2K -45 Closed
PA
688
Procyon Advisors
Connecticut
– +$245 +7 New
24 25 26 27
28

DOC Hedge Fund Activity: Q4 2019 in Review

610 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2019, worth a combined $17.4B — up 4.5% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DOC positions and 80 closed out — a net gain of 20 holders — while 239 added to existing stakes and 182 trimmed.

The largest buyer was BlackRock, adding an estimated $419M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $141M.

  • 610 institutional investors held Healthpeak Properties (DOC) as of Q4 2019, up from 602 in Q3 2019.
  • Funds reported $17.4B of Healthpeak Properties stock for Q4 2019, up 4.5% quarter-over-quarter.
  • 100 funds opened new Healthpeak Properties positions in Q4 2019 and 80 closed out, a net change of +20 holders.
  • The largest Healthpeak Properties buyer in Q4 2019 was BlackRock, an estimated $419M added.
  • The largest Healthpeak Properties seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2019.