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Healthpeak Properties

613 hedge funds and large institutions have $10.3B invested in Healthpeak Properties in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more call options, than puts

Call options by funds: $6.51M | Put options by funds: $5.14M

10% more capital invested

Capital invested by funds: $9.41B → $10.3B (+$899M)

5% more funds holding

Funds holding: 585613 (+28)

4.54% more ownership

Funds ownership: 213.78%218.32% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 221

Holders
613
Holders Change
+28
Holders Change %
+4.79%
% of All Funds
8.94%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
218
Reduced
221
Closed
66
Calls
$6.51M
Puts
$5.14M
Net Calls
+$1.37M
Net Calls Change
+$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B +$2.2M +125,062 +0.1%
BlackRock
2
BlackRock
New York
$1.13B +$30.2M +1,714,221 +3%
State Street
3
State Street
Massachusetts
$815M +$28.9M +1,640,798 +4%
Invesco
4
Invesco
Georgia
$492M +$12.4M +704,077 +3%
Morgan Stanley
5
Morgan Stanley
New York
$368M +$174M +9,874,099 +113%
JP Morgan Chase
6
JP Morgan Chase
New York
$340M +$12.5M +708,364 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$261M +$4.56M +259,045 +2%
CIM
8
Centersquare Investment Management
Pennsylvania
$237M +$47M +2,673,665 +29%
RC
9
Resolution Capital
Australia
$228M -$2.7M -153,222 -1%
Legal & General Group
10
Legal & General Group
United Kingdom
$188M +$1.9M +108,061 +1%
American Century Companies
11
American Century Companies
Missouri
$181M +$1.84M +104,599 +1%
Norges Bank
12
Norges Bank
Norway
$165M +$18.1M +1,029,257 +14%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$160M -$1.7M -96,861 -1%
Charles Schwab
14
Charles Schwab
California
$149M +$4.86M +276,387 +4%
Northern Trust
15
Northern Trust
Illinois
$148M -$38.3M -2,175,560 -23%
N
16
Nuveen
North Carolina
$143M +$10.1M +572,350 +9%
PI
17
PGGM Investments
Netherlands
$123M
CCM
18
Cullen Capital Management
New York
$118M -$47.9M -2,720,502 -31%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$113M -$10M -568,357 -9%
UBS AM
20
UBS AM
Illinois
$105M +$6.41M +364,579 +7%
CIMLRA
21
CBRE Investment Management Listed Real Assets
Pennsylvania
$93.1M +$15.9M +901,583 +24%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$82.7M +$14M +796,748 +24%
Barclays
23
Barclays
United Kingdom
$78M +$38.5M +2,186,871 +125%
NI
24
Nuance Investments
Missouri
$70.3M -$9.61M -546,282 -13%
LIMS
25
Lasalle Investment Management Securities
Maryland
$67.1M +$23M +1,307,478 +63%

DOC Hedge Fund Activity: Q4 2023 in Review

613 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2023, worth a combined $10.3B — up 9.6% from $9.41B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new DOC positions and 66 closed out — a net gain of 38 holders — while 218 added to existing stakes and 221 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $174M. The largest seller was Boston Partners, exiting entirely with an estimated $112M sold.

  • 613 institutional investors held Healthpeak Properties (DOC) as of Q4 2023, up from 585 in Q3 2023.
  • Funds reported $10.3B of Healthpeak Properties stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 104 funds opened new Healthpeak Properties positions in Q4 2023 and 66 closed out, a net change of +38 holders.
  • The largest Healthpeak Properties buyer in Q4 2023 was Morgan Stanley, an estimated $174M added.
  • The largest Healthpeak Properties seller in Q4 2023 was Boston Partners, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.