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Healthpeak Properties
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Overview Fund Activity

754 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+26
Holders Change %
+3.57%
% of All Funds
10.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
105
Increased
272
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$368M
2
RC
2
Resolution Capital
Australia
$123M
3
LPC
3
Long Pond Capital
New York
$86.9M
4
Northern Trust
4
Northern Trust
Illinois
$213M
5
BlackRock
5
BlackRock
New York
$1.7B

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$27.3M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5M
4
LIMS
4
Lasalle Investment Management Securities
Maryland
$9.35M
5
ACM
5
AEW Capital Management
Massachusetts
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
676
Retirement Wealth Solutions
Wisconsin
$8K +$8K +407 New
WA
677
WPG Advisers
Maryland
$7.89K +$7.89K +389 New
KWAG
678
Kiely Wealth Advisory Group
North Carolina
$7.84K – – –
FFO
679
Fortitude Family Office
Arizona
$7.52K -$21.3K -1,050 -74%
CFFP
680
Center for Financial Planning
Michigan
$7.36K – – –
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$7.2K -$709 -35 -9%
MHR
682
Matthew Hamilton Rosenberg
$7.1K +$7.1K +350 New
CSB
683
City State Bank
Iowa
$6.99K -$4.05K -200 -37%
FDW
684
Fourth Dimension Wealth
Ohio
$6.08K +$6.08K +300 New
VNA
685
Valley National Advisers
Pennsylvania
$6K – – –
CMP
686
Coston McIsaac & Partners
Maine
$6K +$93 +5 +2%
BTD
687
BankPlus Trust Department
Mississippi
$6K +$6K +296 New
IRC
688
Investors Research Corp
Georgia
$5.82K – – –
DIP
689
DT Investment Partners
Pennsylvania
$5.76K – – –
HWA
690
Heritage Wealth Advisors
Virginia
$5.62K +$993 +49 +21%
SC
691
Swan Capital
Florida
$5.37K – – –
AGWCA
692
Annis Gardner Whiting Capital Advisors
Florida
$5.07K +$993 +49 +24%
HWM
693
Hemington Wealth Management
Virginia
$5K -$352 -18 -7%
CIAS
694
CBIZ Investment Advisory Services
Ohio
$4.99K +$2.82K +139 +130%
MA
695
MCF Advisors
Kentucky
$4.93K – – –
PWMG
696
Private Wealth Management Group
New Jersey
$4.87K -$3.85K -190 -44%
ACM
697
Anfield Capital Management
California
$4.68K – – –
GTAM
698
Global Trust Asset Management
Florida
$4.66K – – –
CCMI
699
Creative Capital Management Investments
California
$4.26K – – –
HNW
700
High Note Wealth
Minnesota
$4.2K +$4.2K +207 New
26 27
28
29 30