DOC icon

Healthpeak Properties

704 hedge funds and large institutions have $12.5B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 275 increasing their positions, 237 reducing their positions, and 69 closing their positions.

Holders
704
Holders Change
+30
Holders Change %
+4.45%
% of All Funds
10.24%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
106
Increased
275
Reduced
237
Closed
69
Calls
$13M
Puts
$4.76M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Market Value Shares Shares
Change
Shares
Change %
BWAM
676
Boyd Watterson Asset Management
Ohio
$1.53K 78
CPG
677
Cornerstone Planning Group
New Jersey
$1.43K 69 -123 -64%
TWP
678
Triad Wealth Partners
Kansas
$1.41K 72 +72 New
CSWM
679
Cassady Schiller Wealth Management
Ohio
$1.39K 71
CTWM
680
Cherry Tree Wealth Management
Minnesota
$1.31K 67
TFM
681
TFC Financial Management
Massachusetts
$1.22K 62 +31 +100%
CIAS
682
CBIZ Investment Advisory Services
Ohio
$1.22K 62 +62 New
PCMC
683
Planning Capital Management Corporation
Pennsylvania
$1.18K 60
AFWM
684
Abich Financial Wealth Management
Virginia
$1.14K 58 -3,666 -98%
JWA
685
JFS Wealth Advisors
Pennsylvania
$1.12K 57 -10 -15%
AW
686
Avion Wealth
Texas
$1K 58 +27 +87%
TCA
687
Trifecta Capital Advisors
Illinois
$980 50
DF
688
Dunhill Financial
United Kingdom
$927 47 +1 +2%
WTC
689
WhitTier Trust Company
Nevada
$861 44 -36 -45%
IGWM
690
ICA Group Wealth Management
Colorado
$784 40 -430 -91%
IC
691
Innealta Capital
Texas
$725 37 +37 New
ECM
692
Everence Capital Management
Indiana
$645 34,680
CWC
693
Carolinas Wealth Consulting
North Carolina
$588 30 +20 +200%
JFGIW
694
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$569 29 +29 New
AWM
695
Abound Wealth Management
Tennessee
$557 28 +28 New
AIC
696
Archer Investment Corporation
Indiana
$314 16
LIA
697
Lynx Investment Advisory
District of Columbia
$314 16 +16 New
NL
698
NVWM LLC
Pennsylvania
$294 15 +15 New
SIC
699
SJS Investment Consulting
Ohio
$259 13
RWM
700
Ruedi Wealth Management
Illinois
$216 11 +11 New