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Healthpeak Properties
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Overview Fund Activity

754 hedge funds and large institutions have $13.3B invested in Healthpeak Properties in 2024 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 272 increasing their positions, 288 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+26
Holders Change %
+3.57%
% of All Funds
10.04%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.09%
New
105
Increased
272
Reduced
288
Closed
69
Calls
$17.2M
Puts
$2.37M
Net Calls
+$14.8M
Net Calls Change
-$688K

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$368M
2
RC
2
Resolution Capital
Australia
$123M
3
LPC
3
Long Pond Capital
New York
$86.9M
4
Northern Trust
4
Northern Trust
Illinois
$213M
5
BlackRock
5
BlackRock
New York
$1.7B

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$27.3M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5M
4
LIMS
4
Lasalle Investment Management Securities
Maryland
$9.35M
5
ACM
5
AEW Capital Management
Massachusetts
$2.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTWM
726
Cherry Tree Wealth Management
Minnesota
$1.36K – – –
WCM
727
WealthTrak Capital Management
Virginia
$1.32K +$1.32K +65 New
Kayne Anderson Rudnick Investment Management
728
Kayne Anderson Rudnick Investment Management
California
$1.31K +$1.31K +64 New
TFM
729
TFC Financial Management
Massachusetts
$1.26K -$162 -8 -11%
Q1WB
730
Quest 10 Wealth Builders
Virginia
$1.18K +$1.18K +58 New
TCA
731
Trifecta Capital Advisors
Illinois
$1.01K – – –
AW
732
Avion Wealth
Texas
$1K +$301 +25 +43%
BFP
733
Briaud Financial Planning
Texas
$1K +$1K +54 New
FPF
734
First Pacific Financial
Washington
$913 +$913 +45 New
WTC
735
WhitTier Trust Company
Nevada
$891 – – –
GGI
736
Godsey & Gibb Inc
Virginia
$776 – – –
BFPW
737
BOK Financial Private Wealth
Colorado
$771 +$771 +38 New
TWD
738
True Wealth Design
Ohio
$645 +$645 +32 New
CWC
739
Carolinas Wealth Consulting
North Carolina
$609 -$305 -15 -33%
BWL
740
Bogart Wealth LLC
Virginia
$547 +$547 +27 New
CT
741
Colonial Trust
South Carolina
$519 +$259 +13 +100%
FMP
742
Financial Management Professionals
Texas
$486 – – –
PWA
743
Principia Wealth Advisory
Texas
$426 +$426 +21 New
DFA
744
DHJJ Financial Advisors
Illinois
$345 +$284 +14 +467%
GEA
745
Glen Eagle Advisors
New Jersey
$308 – – –
NL
746
NVWM LLC
Pennsylvania
$304 – – –
SIC
747
SJS Investment Consulting
Ohio
$276 +$20 +1 +8%
SMAM
748
Sugar Maple Asset Management
Wisconsin
$203 +$203 +10 New
AWM
749
Activest Wealth Management
Florida
$203 +$203 +10 New
WW
750
Winnow Wealth
Texas
$134 +$134 +7 New
28 29
30
31 32