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Healthpeak Properties

761 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

624% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $2.37M

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

4% more funds holding

Funds holding: 733761 (+28)

0.86% more ownership

Funds ownership: 92.07%92.93% (+0.86%)

4% less repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 288

9% less capital invested

Capital invested by funds: $14.7B → $13.3B (-$1.38B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
761
Holders Change
+28
Holders Change %
+3.82%
% of All Funds
10.02%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
107
Increased
277
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
BIG
676
Brooklyn Investment Group
New York
$8.88K +$3.03K +140 +47%
MCM
677
Manchester Capital Management
Vermont
$8.82K -$43 -2 -0.5%
AF
678
Atala Financial
California
$8.53K +$9.12K +421 New
CSC
679
Caldwell Sutter Capital
California
$8.11K
FPB
680
First PREMIER Bank
South Dakota
$8K
RWS
681
Retirement Wealth Solutions
Wisconsin
$8K +$8.82K +407 New
WA
682
WPG Advisers
Maryland
$7.88K +$8.43K +389 New
KWAG
683
Kiely Wealth Advisory Group
North Carolina
$7.84K
FFO
684
Fortitude Family Office
Arizona
$7.52K -$22.8K -1,050 -74%
CFFP
685
Center for Financial Planning
Michigan
$7.36K
FMII
686
Farmers & Merchants Investments Inc
Nebraska
$7.2K -$758 -35 -9%
MHR
687
Matthew Hamilton Rosenberg
$7.09K +$7.58K +350 New
CSB
688
City State Bank
Iowa
$6.99K -$4.33K -200 -37%
FDW
689
Fourth Dimension Wealth
Ohio
$6.08K +$6.5K +300 New
VNA
690
Valley National Advisers
Pennsylvania
$6K
CMP
691
Coston McIsaac & Partners
Maine
$6K +$108 +5 +2%
BTD
692
BankPlus Trust Department
Mississippi
$6K +$6.41K +296 New
IRC
693
Investors Research Corp
Georgia
$5.82K
DIP
694
DT Investment Partners
Pennsylvania
$5.76K
HWA
695
Heritage Wealth Advisors
Virginia
$5.62K +$1.06K +49 +21%
SC
696
Swan Capital
Florida
$5.37K
AGWCA
697
Annis Gardner Whiting Capital Advisors
Florida
$5.07K +$1.06K +49 +24%
HWM
698
Hemington Wealth Management
Virginia
$5K -$390 -18 -7%
CIAS
699
CBIZ Investment Advisory Services
Ohio
$4.99K +$3.01K +139 +130%
MA
700
MCF Advisors
Kentucky
$4.93K

DOC Hedge Fund Activity: Q4 2024 in Review

761 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2024, worth a combined $13.3B — down 9.4% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 69 closed out — a net gain of 38 holders — while 277 added to existing stakes and 288 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $375M. The largest seller was UBS AM, cutting an estimated $137M.

  • 761 institutional investors held Healthpeak Properties (DOC) as of Q4 2024, up from 733 in Q3 2024.
  • Funds reported $13.3B of Healthpeak Properties stock for Q4 2024, down 9.4% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q4 2024 and 69 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2024 was Principal Financial Group, an estimated $375M added.
  • The largest Healthpeak Properties seller in Q4 2024 was UBS AM, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2024.