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Healthpeak Properties

571 hedge funds and large institutions have $9.62B invested in Healthpeak Properties in 2018 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 214 increasing their positions, 193 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 193

6% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 77

2% less funds holding

Funds holding: 581571 (-10)

3.61% less ownership

Funds ownership: 231.5%227.89% (-3.6%)

11% less capital invested

Capital invested by funds: $10.8B → $9.62B (-$1.2B)

12% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $12.1M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
571
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
13.09%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
72
Increased
214
Reduced
193
Closed
77
Calls
$10.7M
Puts
$12.1M
Net Calls
-$1.41M
Net Calls Change
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B -$98.1M -4,222,040 -5%
BlackRock
2
BlackRock
New York
$1.04B -$75.9M -3,267,366 -7%
State Street
3
State Street
Massachusetts
$627M -$4.09M -175,885 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$351M -$11.2M -480,896 -3%
SCRM
5
Security Capital Research & Management
Illinois
$245M +$27.4M +1,178,491 +13%
Deutsche Bank
6
Deutsche Bank
Germany
$226M +$176M +7,585,934 +354%
Goldman Sachs
7
Goldman Sachs
New York
$225M +$4.4M +189,385 +2%
Invesco
8
Invesco
Georgia
$208M -$51.6M -2,219,606 -20%
PI
9
PGGM Investments
Netherlands
$200M +$14.1M +608,000 +8%
LIMS
10
Lasalle Investment Management Securities
Maryland
$186M +$29.2M +1,255,593 +19%
Northern Trust
11
Northern Trust
Illinois
$183M +$6.83M +294,020 +4%
CIM
12
Centersquare Investment Management
Pennsylvania
$176M +$176M +7,579,971 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$164M +$4.47M +192,367 +3%
Morgan Stanley
14
Morgan Stanley
New York
$156M +$22.1M +950,804 +16%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$145M -$168M -7,220,772 -54%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$145M +$8.61M +370,770 +6%
N
17
Nuveen
North Carolina
$135M +$25M +1,075,964 +23%
Citadel Advisors
18
Citadel Advisors
Florida
$134M +$61.9M +2,663,946 +86%
AAMU
19
APG Asset Management US
New York
$119M +$23.5M +1,012,000 +25%
Charles Schwab
20
Charles Schwab
California
$111M +$7.58M +326,167 +7%
Norges Bank
21
Norges Bank
Norway
$104M
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$103M -$1.26M -54,305 -1%
Principal Financial Group
23
Principal Financial Group
Iowa
$97M +$118K +5,096 +0.1%
Legal & General Group
24
Legal & General Group
United Kingdom
$86.8M +$4.59M +197,774 +6%
Barrow, Hanley, Mewhinney & Strauss
25
Barrow, Hanley, Mewhinney & Strauss
Texas
$77.4M -$511K -21,993 -0.7%

DOC Hedge Fund Activity: Q1 2018 in Review

571 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2018, worth a combined $9.62B — down 11% from $10.8B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of DOC and 72 opened new positions — a net loss of 5 holders — while 193 trimmed existing stakes and 214 added.

The largest buyer was Deutsche Bank, adding an estimated $176M. The largest seller was Cohen & Steers, exiting entirely with an estimated $224M sold.

  • 571 institutional investors held Healthpeak Properties (DOC) as of Q1 2018, down from 581 in Q4 2017.
  • Funds reported $9.62B of Healthpeak Properties stock for Q1 2018, down 11% quarter-over-quarter.
  • 72 funds opened new Healthpeak Properties positions in Q1 2018 and 77 closed out, a net change of -5 holders.
  • The largest Healthpeak Properties buyer in Q1 2018 was Deutsche Bank, an estimated $176M added.
  • The largest Healthpeak Properties seller in Q1 2018 was Cohen & Steers, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2018.