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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
PWMG
701
Private Wealth Management Group
New Jersey
$4.87K -$4.12K -190 -44%
ACM
702
Anfield Capital Management
California
$4.68K
GTAM
703
Global Trust Asset Management
Florida
$4.66K
CCMI
704
Creative Capital Management Investments
California
$4.26K
HNW
705
High Note Wealth
Minnesota
$4.2K +$4.49K +207 New
S
706
Sachetta
Massachusetts
$4.14K -$672 -31 -13%
CT
707
Clearstead Trust
Maine
$4.05K
BA
708
Bellwether Advisors
Nebraska
$4.05K +$4.33K +200 New
SPF
709
South Plains Financial
Texas
$4.05K +$4.33K +200 New
PGAM
710
Princeton Global Asset Management
New Jersey
$3.55K +$65 +3 +2%
MEG
711
Millstone Evans Group
Colorado
$3.45K +$3.68K +170 New
Group One Trading
712
Group One Trading
Illinois
$3.38K +$3.62K +167 New
T
713
Transce3nd
Texas
$3.08K +$3.29K +152 New
CT
714
Coastline Trust
Rhode Island
$3.04K
HB
715
Horizon Bancorp
Indiana
$3K -$520 -24 -15%
CWM
716
Crowley Wealth Management
Delaware
$2.76K +$2.95K +136 New
PA
717
PSI Advisors
Florida
$2.74K -$758 -35 -21%
PWMG
718
Prestige Wealth Management Group
New Jersey
$2.66K
DF
719
Dunhill Financial
United Kingdom
$2.56K +$628 +29 +30%
AA
720
Ancora Advisors
Ohio
$2.55K +$2.73K +126 New
WWP
721
WR Wealth Planners
Missouri
$2.41K
MSWM
722
Mowery & Schoenfeld Wealth Management
Illinois
$2.33K +$2.49K +115 New
AT
723
Avalon Trust
New Mexico
$2.31K +$2.47K +114 New
BF
724
BOK Financial
Oklahoma
$2.24K -$6.22K -287 -72%
SJIM
725
St. Johns Investment Management
Florida
$2.23K

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.