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Healthpeak Properties

551 hedge funds and large institutions have $17.2B invested in Healthpeak Properties in 2013 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 205 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,739.41% more ownership

Funds ownership: 102.16%3,841.57% (+3,739%)

129% more call options, than puts

Call options by funds: $49.5M | Put options by funds: $21.6M

7% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 220

1% less funds holding

Funds holding: 558551 (-7)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

10% less capital invested

Capital invested by funds: $19.2B → $17.2B (-$2B)

11% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 57

Holders
551
Holders Change
-7
Holders Change %
-1.25%
% of All Funds
17.87%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.62%
New
51
Increased
205
Reduced
220
Closed
57
Calls
$49.5M
Puts
$21.6M
Net Calls
+$27.8M
Net Calls Change
+$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B -$13.7M -350,444 -0.6%
State Street
2
State Street
Massachusetts
$1.11B +$84.7M +2,172,306 +8%
Capital Research Global Investors
3
Capital Research Global Investors
California
$749M +$125M +3,196,278 +19%
BIT
4
BlackRock Institutional Trust
California
$688M -$48.8M -1,250,485 -6%
Morgan Stanley
5
Morgan Stanley
New York
$619M -$19.9M -509,689 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$590M -$76M -1,948,377 -11%
JP Morgan Chase
7
JP Morgan Chase
New York
$567M -$5.75M -147,495 -1%
BFA
8
BlackRock Fund Advisors
California
$546M -$46.3M -1,186,974 -8%
Cohen & Steers
9
Cohen & Steers
New York
$424M -$7.55M -193,581 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$396M +$23.9M +612,638 +6%
LIMS
11
Lasalle Investment Management Securities
Maryland
$363M -$3.84M -98,399 -1%
Invesco
12
Invesco
Georgia
$343M -$11.7M -299,933 -3%
Northern Trust
13
Northern Trust
Illinois
$324M -$7.57M -194,184 -2%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$300M -$22.8M -585,988 -7%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$248M -$31.1M -797,214 -11%
Capital World Investors
16
Capital World Investors
California
$236M -$71.2M -1,827,292 -22%
BG
17
BlackRock Group
United Kingdom
$225M -$19.6M -502,320 -8%
SAMC
18
Shinko Asset Management Company
Japan
$204M +$1.46M +37,332 +0.7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$202M +$5.65M +145,021 +3%
PI
20
PGGM Investments
Netherlands
$194M
Deutsche Bank
21
Deutsche Bank
Germany
$192M +$145M +3,715,150 +258%
Goldman Sachs
22
Goldman Sachs
New York
$175M +$27.9M +716,120 +18%
SCRM
23
Security Capital Research & Management
Illinois
$172M +$12.9M +329,642 +8%
Wells Fargo
24
Wells Fargo
California
$171M +$8.83M +226,490 +5%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$166M +$778K +19,951 +0.4%

DOC Hedge Fund Activity: Q3 2013 in Review

551 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q3 2013, worth a combined $17.2B — down 10% from $19.2B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of DOC and 51 opened new positions — a net loss of 6 holders — while 220 trimmed existing stakes and 205 added.

The largest buyer was Deutsche Bank, adding an estimated $145M. The largest seller was Fidelity Investments, cutting an estimated $76M.

  • 551 institutional investors held Healthpeak Properties (DOC) as of Q3 2013, down from 558 in Q2 2013.
  • Funds reported $17.2B of Healthpeak Properties stock for Q3 2013, down 10% quarter-over-quarter.
  • 51 funds opened new Healthpeak Properties positions in Q3 2013 and 57 closed out, a net change of -6 holders.
  • The largest Healthpeak Properties buyer in Q3 2013 was Deutsche Bank, an estimated $145M added.
  • The largest Healthpeak Properties seller in Q3 2013 was Fidelity Investments, an estimated $76M sold.

Based on aggregated 13F filings for Q3 2013.