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Healthpeak Properties

754 hedge funds and large institutions have $13.4B invested in Healthpeak Properties in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 345 increasing their positions, 226 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $12.9M | Put options by funds: $3.91M

53% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 226

2.11% more ownership

Funds ownership: 92.93%95.04% (+2.1%)

3% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 78

1% more capital invested

Capital invested by funds: $13.3B → $13.4B (+$123M)

1% less funds holding

Funds holding: 761754 (-7)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
754
Holders Change
-7
Holders Change %
-0.92%
% of All Funds
10.11%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
80
Increased
345
Reduced
226
Closed
78
Calls
$12.9M
Puts
$3.91M
Net Calls
+$8.99M
Net Calls Change
-$5.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
726
Trifecta Capital Advisors
Illinois
$1.01K
HFS
727
Horizon Financial Services
North Carolina
$1.01K +$1.01K +50 New
AW
728
Avion Wealth
Texas
$1K
BFP
729
Briaud Financial Planning
Texas
$1K
FPF
730
First Pacific Financial
Washington
$910
NMG
731
New Millennium Group
Utah
$880 -$320K -15,820 -100%
CIAM
732
Caitong International Asset Management
Hong Kong
$869 -$21.4K -1,060 -96%
GGI
733
Godsey & Gibb Inc
Virginia
$774
CWP
734
Clark Wealth Partners
Illinois
$708 +$61 +3 +9%
HHGA
735
Halbert Hargrove Global Advisors
California
$661 +$667 +33 New
CWC
736
Carolinas Wealth Consulting
North Carolina
$607
PWA
737
Principia Wealth Advisory
Texas
$596 +$222 +11 +52%
KIM
738
Kestra Investment Management
Texas
$567 -$44.3K -2,191 -99%
CT
739
Colonial Trust
South Carolina
$525
TWD
740
True Wealth Design
Ohio
$522 -$121 -6 -19%
APW
741
Aventura Private Wealth
Florida
$513 +$506 +25 New
FMP
742
Financial Management Professionals
Texas
$485
NL
743
NVWM LLC
Pennsylvania
$404 +$101 +5 +33%
GA
744
GoalVest Advisory
New York
$404 +$405 +20 New
DFA
745
DHJJ Financial Advisors
Illinois
$344
GEA
746
Glen Eagle Advisors
New Jersey
$312
ACA
747
American Capital Advisory
Idaho
$284 +$283 +14 New
SIC
748
SJS Investment Consulting
Ohio
$279
WW
749
Winnow Wealth
Texas
$204 +$81 +4 +57%
WTC
750
WhitTier Trust Company
Nevada
$202 -$688 -34 -77%