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Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
751
Marcum Wealth
Ohio
-$192K -10,224 Closed
LNC
752
Lincoln National Corp
Pennsylvania
-$191K -10,172 Closed
WBC
753
Westpac Banking Corp
Australia
-$185K -9,843 Closed
FIM
754
Fernwood Investment Management
Massachusetts
-$179K -9,526 Closed
A
755
Allianz
Germany
-$69.4K -3,700 Closed
BAMF
756
BI Asset Management Fondsmaeglerselskab
Denmark
-$56K -2,995 Closed
SIM
757
Sentry Investment Management
Wisconsin
-$52K -2,748 Closed
Group One Trading
758
Group One Trading
Illinois
-$48.5K -2,541 Closed
M
759
Mirova
France
-$40.6K -2,168 Closed
Walleye Trading
760
Walleye Trading
New York
-$34.1K -1,818 Closed
OCM
761
Orion Capital Management
California
-$31.9K -1,700 Closed
PPC
762
Park Place Capital
Alabama
-$12.6K -670 Closed
FSWA
763
Financial Synergies Wealth Advisors
Texas
-$11.1K -590 Closed
QL
764
Quarry LP
New York
-$9.32K -497 Closed
ST
765
Smithfield Trust
Pennsylvania
-$9K -471 Closed
KWAG
766
Kiely Wealth Advisory Group
North Carolina
-$7.64K -400 Closed
ETC
767
Exchange Traded Concepts
Oklahoma
-$5.33K -284 Closed
PO
768
Private Ocean
California
-$5.08K -271 Closed
DSA
769
Davis Selected Advisers
Arizona
-$5.16K -270 -0.1%
OPTFSNA
770
Old Point Trust & Financial Services N A
Virginia
-$4.69K -250 Closed
DJSG
771
D.J. St. Germain
Massachusetts
-$4.66K -244 Closed
CWP
772
Concord Wealth Partners
Virginia
-$4.31K -230 Closed
YAL
773
Your Advocates Ltd
Texas
-$2.81K -150 Closed
FGAM
774
Financial Gravity Asset Management
Texas
-$1.42K -75 Closed
LWANC
775
Laurel Wealth Advisors (North Carolina)
North Carolina
-$1.27K -68 Closed

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.