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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
MSWM
801
McGlone Suttner Wealth Management
Wisconsin
-$251K -10,985 Closed
GLA
802
Good Life Advisors
Pennsylvania
-$251K -10,984 Closed
FPAS
803
Focus Partners Advisor Solutions
Missouri
-$241K -10,558 Closed
BCM
804
Becker Capital Management
Oregon
-$230K -10,040 Closed
BF
805
Blankinship & Foster
California
-$226K -9,865 Closed
EH
806
Equitable Holdings
New York
-$224K -9,794 Closed
CS
807
Cannell & Spears
New York
-$221K -9,655 Closed
FIM
808
Fernwood Investment Management
Massachusetts
-$218K -9,526 Closed
DA
809
Dover Advisors
Virginia
-$217K -9,500 Closed
SWA
810
Stratos Wealth Advisors
Ohio
-$216K -9,465 Closed
NSEDCP
811
NJ State Employees Deferred Compensation Plan
New Jersey
-$216K -9,436 Closed
EP
812
Edgestream Partners
New Jersey
-$206K -8,986 Closed
Optiver Holding
813
Optiver Holding
Netherlands
-$110K -4,807 Closed
CPA
814
Capital Performance Advisors
California
-$42.4K -1,856 Closed
GSEP
815
Golden State Equity Partners
California
-$41.1K -1,797 Closed
DWS
816
Dynamic Wealth Strategies
California
-$39K -1,708 Closed
PS
817
Planned Solutions
California
-$36.4K -1,590 Closed
DI
818
DAGCO Inc
Ohio
-$34.3K -1,500 Closed
CA
819
Crewe Advisors
Utah
-$17.2K -750 Closed
JPWM
820
Jamison Private Wealth Management
Georgia
-$15K -655 Closed
ATS
821
Ashton Thomas Securities
New York
-$14.9K -652 Closed
FDCP
822
Foster Dykema Cabot & Partners
Massachusetts
-$5.7K -249 Closed
TC
823
Truvestments Capital
Florida
-$3K -131 Closed
BWP
824
Baldwin Wealth Partners
Massachusetts
-$1.9K -83 Closed
CCM
825
Chilton Capital Management
Texas
-$1.81K -79 Closed

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.