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Healthpeak Properties

756 hedge funds and large institutions have $11.5B invested in Healthpeak Properties in 2026 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 344 increasing their positions, 216 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $64.3M | Put options by funds: $12.7M

59% more repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 216

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more capital invested

Capital invested by funds: $10.7B → $11.5B (+$850M)

2.61% more ownership

Funds ownership: 95.69%98.29% (+2.6%)

1% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 83

2% less funds holding

Funds holding: 768756 (-12)

Holders
756
Holders Change
-12
Holders Change %
-1.56%
% of All Funds
9.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
84
Increased
344
Reduced
216
Closed
83
Calls
$64.3M
Puts
$12.7M
Net Calls
+$51.6M
Net Calls Change
+$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
701
Innovative Asset Advisors Group
Connecticut
$3.06K +$3.19K +186 New
FNWA
702
Financial Network Wealth Advisors
Utah
$3.04K +$257 +15 +9%
SIM
703
Synergy Investment Management
Florida
$2.88K +$3K +175 New
MB
704
MidFirst Bank
Oklahoma
$2.84K +$2.96K +173 New
SC
705
SouthState Corp
Florida
$2.68K +$1.34K +78 +92%
FFO
706
Fortitude Family Office
Arizona
$2.51K +$446 +26 +20%
FMP
707
Financial Management Professionals
Texas
$2.5K +$411 +24 +19%
CCC
708
Chelsea Counsel Company
California
$2.46K
PWMG
709
Private Wealth Management Group
New Jersey
$2.28K +$617 +36 +35%
CCWM
710
Cassaday & Co Wealth Management
Virginia
$2.28K +$2.38K +139 New
BC
711
Barrett & Company
Rhode Island
$2.26K
BW
712
Basepoint Wealth
Iowa
$2.18K +$51 +3 +2%
CFG
713
Clayton Financial Group
Missouri
$2.05K
IWM
714
IMG Wealth Management
Florida
$2.05K +$103 +6 +5%
AGWCA
715
Annis Gardner Whiting Capital Advisors
Florida
$2.02K +$2.11K +123 New
FCAS
716
First Command Advisory Services
Texas
$2K
HB
717
Horizon Bancorp
Indiana
$2K
AP
718
Aspect Partners
Virginia
$1.87K
SJIM
719
St. Johns Investment Management
Florida
$1.81K
SFAM
720
Sawyer Falduto Asset Management
Illinois
$1.64K
AT
721
Arlington Trust
Alabama
$1.54K +$1.61K +94 New
HNW
722
High Note Wealth
Minnesota
$1.51K -$2K -117 -56%
SWM
723
SHP Wealth Management
Massachusetts
$1.51K +$617 +36 +64%
EAM
724
Eukles Asset Management
Ohio
$1.41K
PWA
725
Physician Wealth Advisors
Utah
$1.4K -$480 -28 -25%