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Healthpeak Properties

666 hedge funds and large institutions have $17.3B invested in Healthpeak Properties in 2015 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 273 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $159M | Put options by funds: $36.9M

19% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 62

16% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 235

0% more funds holding

Funds holding: 666666 (0)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

2% less capital invested

Capital invested by funds: $17.6B → $17.3B (-$321M)

301.44% less ownership

Funds ownership: 924.7%623.25% (-301%)

Holders
666
Holders Change
Holders Change %
0%
% of All Funds
17.75%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
74
Increased
273
Reduced
235
Closed
62
Calls
$159M
Puts
$36.9M
Net Calls
+$122M
Net Calls Change
+$81.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.67B +$79.2M +1,973,536 +3%
State Street
2
State Street
Massachusetts
$1.24B -$162M -4,034,398 -11%
Capital Research Global Investors
3
Capital Research Global Investors
California
$812M -$367M -9,150,050 -31%
BIT
4
BlackRock Institutional Trust
California
$782M -$4.39M -109,339 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$758M -$40.5M -1,007,813 -5%
BFA
6
BlackRock Fund Advisors
California
$629M +$7.5M +186,768 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$438M +$73.9M +1,840,752 +20%
Invesco
8
Invesco
Georgia
$428M +$70.1M +1,745,282 +19%
Morgan Stanley
9
Morgan Stanley
New York
$364M +$9.56M +238,145 +3%
Deutsche Bank
10
Deutsche Bank
Germany
$360M -$81.7M -2,034,333 -18%
JP Morgan Chase
11
JP Morgan Chase
New York
$335M +$119M +2,964,219 +53%
SAMC
12
Shinko Asset Management Company
Japan
$325M +$164K +4,096 +0%
Federated Hermes
13
Federated Hermes
Pennsylvania
$324M +$28.5M +710,128 +9%
Northern Trust
14
Northern Trust
Illinois
$308M +$7.22M +179,886 +2%
BG
15
BlackRock Group
United Kingdom
$269M -$15M -372,651 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$249M +$507K +12,627 +0.2%
Wells Fargo
17
Wells Fargo
California
$247M +$27.8M +691,412 +12%
Goldman Sachs
18
Goldman Sachs
New York
$198M +$3.19M +79,567 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$193M +$16.9M +420,390 +9%
ACM
20
AEW Capital Management
Massachusetts
$182M -$3.4M -84,656 -2%
Cohen & Steers
21
Cohen & Steers
New York
$171M +$175M +4,354,508 New
SCCM
22
Schafer Cullen Capital Management
New York
$161M +$19.7M +490,386 +14%
Norges Bank
23
Norges Bank
Norway
$158M +$11.1M +276,411 +7%
PI
24
PGGM Investments
Netherlands
$155M -$46.5M -1,157,132 -23%
LIMS
25
Lasalle Investment Management Securities
Maryland
$128M +$44.7M +1,112,890 +52%

DOC Hedge Fund Activity: Q1 2015 in Review

666 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2015, worth a combined $17.3B — down 1.8% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new DOC positions and 62 closed out — a net gain of 12 holders — while 273 added to existing stakes and 235 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $175M. The largest seller was Capital Research Global Investors, cutting an estimated $367M.

  • 666 institutional investors held Healthpeak Properties (DOC) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $17.3B of Healthpeak Properties stock for Q1 2015, down 1.8% quarter-over-quarter.
  • 74 funds opened new Healthpeak Properties positions in Q1 2015 and 62 closed out, a net change of +12 holders.
  • The largest Healthpeak Properties buyer in Q1 2015 was Cohen & Steers, an estimated $175M added.
  • The largest Healthpeak Properties seller in Q1 2015 was Capital Research Global Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2015.