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Healthpeak Properties

720 hedge funds and large institutions have $11.4B invested in Healthpeak Properties in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 278 increasing their positions, 268 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

3% less funds holding

Funds holding: 744720 (-24)

12% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 97

14% less capital invested

Capital invested by funds: $13.2B → $11.4B (-$1.82B)

Holders
720
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$37.6M
Puts
$5.58M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
676
Financial Management Professionals
Texas
$2.47K
CWM
677
Crowley Wealth Management
Delaware
$2.38K
PWMG
678
Prestige Wealth Management Group
New Jersey
$2.29K
HB
679
Horizon Bancorp
Indiana
$2K
PWMG
680
Private Wealth Management Group
New Jersey
$1.96K
SO
681
Sierra Ocean
California
$1.94K
NC
682
North Capital
Utah
$1.93K
SJIM
683
St. Johns Investment Management
Florida
$1.93K
FNWA
684
Financial Network Wealth Advisors
Utah
$1.87K
HFS
685
Horizon Financial Services
North Carolina
$1.82K
CWM
686
Centricity Wealth Management
Ohio
$1.75K
S
687
Sachetta
Massachusetts
$1.73K
CPG
688
Cornerstone Planning Group
New Jersey
$1.69K
HNW
689
High Note Wealth
Minnesota
$1.61K
DWM
690
Dogwood Wealth Management
Kansas
$1.57K
EAM
691
Eukles Asset Management
Ohio
$1.51K
BWAM
692
Boyd Watterson Asset Management
Ohio
$1.37K
TWD
693
True Wealth Design
Ohio
$1.29K
CTWM
694
Cherry Tree Wealth Management
Minnesota
$1.17K
Kayne Anderson Rudnick Investment Management
695
Kayne Anderson Rudnick Investment Management
California
$1.14K
PWA
696
Principia Wealth Advisory
Texas
$1.07K
RWM
697
Rialto Wealth Management
New York
$1.03K
AW
698
Avion Wealth
Texas
$1K
TFM
699
TFC Financial Management
Massachusetts
$946
FG
700
Fairman Group
Pennsylvania
$893