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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
51
Zacks Investment Management
Illinois
$28.3M +$3.57M +202,867 +17%
AAMU
52
APG Asset Management US
New York
$27.6M -$10.5M -594,930 -30%
Prudential Financial
53
Prudential Financial
New Jersey
$26.5M +$2.35M +133,444 +11%
AllianceBernstein
54
AllianceBernstein
Tennessee
$26.2M +$4.28M +243,268 +23%
WorldQuant Millennium Advisors
55
WorldQuant Millennium Advisors
New York
$24.5M -$5.09M -289,409 -19%
ACM
56
AEW Capital Management
Massachusetts
$23.9M +$63.7K +3,620 +0.3%
CS
57
Credit Suisse
Switzerland
$22.8M -$542K -30,795 -3%
Axa
58
Axa
France
$22.6M -$1.97M -112,174 -9%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$22.6M +$2.03M +115,207 +11%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$22.6M -$3.9M -221,618 -16%
Asset Management One
61
Asset Management One
Japan
$22M -$2M -113,935 -9%
MPM
62
MBB Public Markets
Illinois
$21.5M +$4.13M +234,732 +28%
Canada Life
63
Canada Life
Manitoba, Canada
$21.4M +$1.51M +85,826 +9%
Mitsubishi UFJ Trust & Banking
64
Mitsubishi UFJ Trust & Banking
Japan
$21.2M -$10.9M -620,912 -37%
SO
65
STRS Ohio
Ohio
$20.9M +$3.06M +173,700 +20%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$20.8M +$6.68M +379,981 +57%
Alyeska Investment Group
67
Alyeska Investment Group
Illinois
$20.8M +$18.4M +1,048,699 New
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$20.6M -$484K -27,528 -3%
UBS Group
69
UBS Group
Switzerland
$20.4M -$117K -6,627 -0.6%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$20.3M -$154K -8,744 -0.8%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.1M +$122K +6,960 +0.7%
Balyasny Asset Management
72
Balyasny Asset Management
Illinois
$20M -$19.9M -1,132,506 -53%
Victory Capital Management
73
Victory Capital Management
Texas
$18.5M +$8.67M +492,646 +112%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$18.1M +$2.43M +138,082 +18%
Marshall Wace
75
Marshall Wace
United Kingdom
$17.8M +$15.8M +896,723 New

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.