DOC icon

Healthpeak Properties
DOC

Overview Fund Activity

714 hedge funds and large institutions have $11.2B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 280 increasing their positions, 265 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-30
Holders Change %
-4.03%
% of All Funds
9.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
280
Reduced
265
Closed
97
Calls
$37.6M
Puts
$5.58M
Net Calls
+$32M
Net Calls Change
+$23M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$488M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$405M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$67.9M
4
Citadel Advisors
Citadel Advisors
Florida
$63.2M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$351M

Top Sellers

1
UBS AM
UBS AM
Illinois
$17.7M
2
BlackRock
BlackRock
New York
$1.3B
3
Deutsche Bank
Deutsche Bank
Germany
$63.1M
4
RC
Resolution Capital
Australia
$61.9M
5
Legal & General Group
Legal & General Group
United Kingdom
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
676
North Capital
Utah
$1.93K – – –
SJIM
677
St. Johns Investment Management
Florida
$1.93K – – –
FNWA
678
Financial Network Wealth Advisors
Utah
$1.87K +$1.87K +107 New
HFS
679
Horizon Financial Services
North Carolina
$1.82K +$946 +54 +108%
CWM
680
Centricity Wealth Management
Ohio
$1.75K – – –
S
681
Sachetta
Massachusetts
$1.73K -$560 -32 -24%
CPG
682
Cornerstone Planning Group
New Jersey
$1.69K -$6.16K -358 -79%
HNW
683
High Note Wealth
Minnesota
$1.61K -$2.31K -132 -59%
DWM
684
Dogwood Wealth Management
Kansas
$1.57K +$1.57K +86 New
EAM
685
Eukles Asset Management
Ohio
$1.51K – – –
BWAM
686
Boyd Watterson Asset Management
Ohio
$1.37K – – –
TWD
687
True Wealth Design
Ohio
$1.29K +$838 +48 +185%
CTWM
688
Cherry Tree Wealth Management
Minnesota
$1.17K – – –
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$1.14K +$1.14K +65 New
PWA
690
Principia Wealth Advisory
Texas
$1.07K +$508 +29 +91%
RWM
691
Rialto Wealth Management
New York
$1.03K -$631 -36 -38%
AW
692
Avion Wealth
Texas
$1K +$78 +7 +8%
TFM
693
TFC Financial Management
Massachusetts
$946 -$140 -8 -13%
FG
694
Fairman Group
Pennsylvania
$893 – – –
TCA
695
Trifecta Capital Advisors
Illinois
$876 – – –
FPF
696
First Pacific Financial
Washington
$788 – – –
T
697
Transce3nd
Texas
$648 +$648 +37 New
SRCM
698
Signature Resources Capital Management
California
$595 +$595 +34 New
KIM
699
Kestra Investment Management
Texas
$567 – – –
SC
700
Stephens Consulting
Michigan
$403 +$403 +23 New
26 27
28
29 30