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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
726
Rogco LP
Oklahoma
-$80.9K -4,088 Closed
Kayne Anderson Rudnick Investment Management
727
Kayne Anderson Rudnick Investment Management
California
-$70.7K -3,569 Closed
HFM
728
Harvest Fund Management
China
-$40K -2,000 Closed
PS
729
Planned Solutions
California
-$31.5K -1,590 Closed
GWS
730
Glassman Wealth Services
Virginia
-$31.1K -1,570 Closed
PHK
731
Point72 Hong Kong
Hong Kong
-$21.8K -1,100 Closed
TWM
732
Tradition Wealth Management
Minnesota
-$18K -903 Closed
GAMC
733
Garner Asset Management Corp
Texas
-$12.1K -675 Closed
GWMIA
734
Global Wealth Management Investment Advisory
Florida
-$11.1K -560 Closed
CT
735
Cambridge Trust
Massachusetts
-$9.31K -470 Closed
ACM
736
Adelante Capital Management
California
-$9K -439 Closed
SIS
737
Sound Income Strategies
Florida
-$8K -404 Closed
DMBA
738
Deseret Mutual Benefit Administrators
Utah
-$7.41K -374 Closed
BWP
739
Baldwin Wealth Partners
Massachusetts
-$5.94K -300 Closed
TCWA
740
Turtle Creek Wealth Advisors
Texas
-$4.34K -219 Closed
FFA
741
Frazier Financial Advisors
Ohio
-$3.56K -180 Closed
MFC
742
Mechanics Financial Corp
Ohio
-$2.97K -150 Closed
LF
743
Lee Financial
Texas
-$2.26K -114 Closed
CA
744
Clearstead Advisors
Ohio
-$1.78K -90 Closed
LA
745
LM Advisors
California
-$1.25K -63 Closed
SC
746
SouthState Corp
Florida
-$950 -48 Closed
AGWCA
747
Annis Gardner Whiting Capital Advisors
Florida
-$436 -22 Closed
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$357 -18 Closed
KFI
749
Key Financial Inc
Pennsylvania
-$343 -17 Closed
ACA
750
Atlas Capital Advisors
Wyoming
-$138 -7 Closed

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.