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Healthpeak Properties

609 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 231 increasing their positions, 219 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 47

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more funds holding

Funds holding: 591609 (+18)

1.9% more ownership

Funds ownership: 213.22%215.11% (+1.9%)

5% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 219

8% less capital invested

Capital invested by funds: $11.2B → $10.3B (-$896M)

88% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $31M

Holders
609
Holders Change
+18
Holders Change %
+3.05%
% of All Funds
9.56%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
231
Reduced
219
Closed
47
Calls
$3.65M
Puts
$31M
Net Calls
-$27.4M
Net Calls Change
-$27.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$35.3M -$2.24M -107,720 -6%
PI
52
PineBridge Investments
New York
$34.3M +$26.6M +1,279,773 +301%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$33.7M -$414K -19,926 -1%
Ameriprise
54
Ameriprise
Minnesota
$33.5M +$15.6M +751,650 +79%
Aberdeen Group
55
Aberdeen Group
United Kingdom
$31.7M +$4.35M +209,566 +15%
Citadel Advisors
56
Citadel Advisors
Florida
$30.6M -$178M -8,553,808 -85%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$27.3M +$17.8M +856,666 +170%
Asset Management One
58
Asset Management One
Japan
$25.4M -$21.2K -1,019 -0.1%
Aviva
59
Aviva
United Kingdom
$25.1M +$2.74M +132,013 +12%
ZIM
60
Zacks Investment Management
Illinois
$24.8M +$317K +15,292 +1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$24.3M +$69.9K +3,367 +0.3%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$24.1M -$1.94M -93,352 -7%
Axa
63
Axa
France
$23.9M -$1.26M -60,649 -5%
CS
64
Credit Suisse
Switzerland
$23.5M -$24M -1,154,862 -50%
UBS Group
65
UBS Group
Switzerland
$22.3M +$1.29M +62,230 +6%
Walleye Capital
66
Walleye Capital
New York
$22.1M +$22.9M +1,100,834 New
WorldQuant Millennium Advisors
67
WorldQuant Millennium Advisors
New York
$22.1M +$21.7M +1,047,626 +2,055%
AllianceBernstein
68
AllianceBernstein
Tennessee
$21.7M +$3.8M +182,982 +20%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$21M -$219K -10,552 -1%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$20.5M +$360K +17,322 +2%
Canada Life
71
Canada Life
Manitoba, Canada
$19.7M +$513K +24,713 +3%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$19.6M -$16M -769,798 -45%
Ohio Public Employees Retirement System (OPERS)
73
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.6M -$603K -29,049 -3%
SO
74
STRS Ohio
Ohio
$19.3M +$1M +48,177 +5%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$18.8M -$9.52M -458,704 -33%

DOC Hedge Fund Activity: Q2 2023 in Review

609 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2023, worth a combined $10.3B — down 8% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new DOC positions and 47 closed out — a net gain of 21 holders — while 231 added to existing stakes and 219 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $139M. The largest seller was Norges Bank, cutting an estimated $182M.

  • 609 institutional investors held Healthpeak Properties (DOC) as of Q2 2023, up from 591 in Q1 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q2 2023, down 8% quarter-over-quarter.
  • 68 funds opened new Healthpeak Properties positions in Q2 2023 and 47 closed out, a net change of +21 holders.
  • The largest Healthpeak Properties buyer in Q2 2023 was JP Morgan Chase, an estimated $139M added.
  • The largest Healthpeak Properties seller in Q2 2023 was Norges Bank, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2023.