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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
CPG
726
Cornerstone Planning Group
New Jersey
$2.21K +$758 +35 +51%
CWM
727
Centricity Wealth Management
Ohio
$2.03K +$2.17K +100 New
EAM
728
Eukles Asset Management
Ohio
$1.74K
CSWM
729
Cassady Schiller Wealth Management
Ohio
$1.6K +$173 +8 +11%
BWAM
730
Boyd Watterson Asset Management
Ohio
$1.58K
CTWM
731
Cherry Tree Wealth Management
Minnesota
$1.36K
WCM
732
WealthTrak Capital Management
Virginia
$1.32K +$1.41K +65 New
Kayne Anderson Rudnick Investment Management
733
Kayne Anderson Rudnick Investment Management
California
$1.31K +$1.39K +64 New
TFM
734
TFC Financial Management
Massachusetts
$1.26K -$173 -8 -11%
Q1WB
735
Quest 10 Wealth Builders
Virginia
$1.18K +$1.26K +58 New
TCA
736
Trifecta Capital Advisors
Illinois
$1.01K
AW
737
Avion Wealth
Texas
$1K +$542 +25 +43%
BFP
738
Briaud Financial Planning
Texas
$1K +$1.17K +54 New
FPF
739
First Pacific Financial
Washington
$913 +$975 +45 New
WTC
740
WhitTier Trust Company
Nevada
$891
GGI
741
Godsey & Gibb Inc
Virginia
$776
BFPW
742
BOK Financial Private Wealth
Colorado
$771 +$823 +38 New
CWP
743
Clark Wealth Partners
Illinois
$649 +$693 +32 New
TWD
744
True Wealth Design
Ohio
$645 +$693 +32 New
CWC
745
Carolinas Wealth Consulting
North Carolina
$609 -$325 -15 -33%
BWL
746
Bogart Wealth LLC
Virginia
$547 +$585 +27 New
CT
747
Colonial Trust
South Carolina
$519 +$282 +13 +100%
FMP
748
Financial Management Professionals
Texas
$486
PWA
749
Principia Wealth Advisory
Texas
$426 +$455 +21 New
DFA
750
DHJJ Financial Advisors
Illinois
$345 +$303 +14 +467%

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.