We are live on ! Find out more
DOC icon

Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
676
Wetzel Investment Advisors
Indiana
$2.16K +$2.2K +115 New
MFT
677
Moisand Fitzgerald Tamayo
Florida
$2.04K
EAM
678
Eukles Asset Management
Ohio
$1.69K
BWAM
679
Boyd Watterson Asset Management
Ohio
$1.53K
CPG
680
Cornerstone Planning Group
New Jersey
$1.43K -$2.35K -123 -64%
TWP
681
Triad Wealth Partners
Kansas
$1.41K +$1.38K +72 New
CSWM
682
Cassady Schiller Wealth Management
Ohio
$1.39K
CTWM
683
Cherry Tree Wealth Management
Minnesota
$1.31K
TFM
684
TFC Financial Management
Massachusetts
$1.22K +$592 +31 +100%
CIAS
685
CBIZ Investment Advisory Services
Ohio
$1.22K +$1.18K +62 New
PCMC
686
Planning Capital Management Corporation
Pennsylvania
$1.18K
AFWM
687
Abich Financial Wealth Management
Virginia
$1.14K -$70K -3,666 -98%
JWA
688
JFS Wealth Advisors
Pennsylvania
$1.12K -$191 -10 -15%
AW
689
Avion Wealth
Texas
$1K +$516 +27 +87%
TCA
690
Trifecta Capital Advisors
Illinois
$980
DF
691
Dunhill Financial
United Kingdom
$927 +$19 +1 +2%
WTC
692
WhitTier Trust Company
Nevada
$861 -$688 -36 -45%
IGWM
693
ICA Group Wealth Management
Colorado
$784 -$8.21K -430 -91%
IC
694
Innealta Capital
Texas
$725 +$707 +37 New
ECM
695
Everence Capital Management
Indiana
$645
CWC
696
Carolinas Wealth Consulting
North Carolina
$588 +$382 +20 +200%
JFGIW
697
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$569 +$554 +29 New
AWM
698
Abound Wealth Management
Tennessee
$557 +$535 +28 New
AIC
699
Archer Investment Corporation
Indiana
$314
LIA
700
Lynx Investment Advisory
District of Columbia
$314 +$306 +16 New

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.