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Healthpeak Properties

678 hedge funds and large institutions have $12.1B invested in Healthpeak Properties in 2024 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 340 increasing their positions, 135 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 135

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

95% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 75

47% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $7.65M

17% more capital invested

Capital invested by funds: $10.3B → $12.1B (+$1.74B)

11% more funds holding

Funds holding: 613678 (+65)

127.67% less ownership

Funds ownership: 218.32%90.65% (-128%)

Holders
678
Holders Change
+65
Holders Change %
+10.6%
% of All Funds
9.77%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.13%
New
146
Increased
340
Reduced
135
Closed
75
Calls
$11.3M
Puts
$7.65M
Net Calls
+$3.62M
Net Calls Change
+$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.15B +$489M +26,905,114 +31%
BlackRock
2
BlackRock
New York
$1.48B +$396M +21,815,741 +38%
State Street
3
State Street
Massachusetts
$896M +$121M +6,651,915 +16%
Invesco
4
Invesco
Georgia
$416M -$48.6M -2,676,373 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$382M +$57.6M +3,172,322 +18%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$327M +$77.7M +4,274,349 +32%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$320M +$310M +17,054,205 New
Morgan Stanley
8
Morgan Stanley
New York
$235M -$110M -6,040,997 -33%
Legal & General Group
9
Legal & General Group
United Kingdom
$213M +$34.5M +1,897,466 +20%
CIM
10
Centersquare Investment Management
Pennsylvania
$207M -$15M -828,234 -7%
Norges Bank
11
Norges Bank
Norway
$201M +$43.4M +2,388,770 +29%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$191M +$38.5M +2,118,722 +26%
Charles Schwab
13
Charles Schwab
California
$185M +$42.7M +2,348,507 +31%
American Century Companies
14
American Century Companies
Missouri
$173M +$1.83M +100,444 +1%
Northern Trust
15
Northern Trust
Illinois
$161M +$20M +1,098,628 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$145M +$37M +2,036,652 +36%
Cohen & Steers
17
Cohen & Steers
New York
$141M +$137M +7,541,727 New
CCM
18
Cullen Capital Management
New York
$137M +$24.9M +1,371,961 +23%
N
19
Nuveen
North Carolina
$136M +$1.19M +65,613 +0.9%
Citadel Advisors
20
Citadel Advisors
Florida
$134M +$128M +7,038,333 +7,887%
PI
21
PGGM Investments
Netherlands
$122M +$5.48M +301,790 +5%
UBS AM
22
UBS AM
Illinois
$119M +$18.7M +1,031,607 +19%
Bank of America
23
Bank of America
North Carolina
$111M +$47.4M +2,607,309 +79%
CIMLRA
24
CBRE Investment Management Listed Real Assets
Pennsylvania
$97.5M +$9.03M +497,189 +11%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$92.6M +$13.9M +764,658 +18%

DOC Hedge Fund Activity: Q1 2024 in Review

678 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q1 2024, worth a combined $12.1B — up 17% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new DOC positions and 75 closed out — a net gain of 71 holders — while 340 added to existing stakes and 135 trimmed.

The largest buyer was Vanguard Group, adding an estimated $489M. The largest seller was Resolution Capital, cutting an estimated $159M.

  • 678 institutional investors held Healthpeak Properties (DOC) as of Q1 2024, up from 613 in Q4 2023.
  • Funds reported $12.1B of Healthpeak Properties stock for Q1 2024, up 17% quarter-over-quarter.
  • 146 funds opened new Healthpeak Properties positions in Q1 2024 and 75 closed out, a net change of +71 holders.
  • The largest Healthpeak Properties buyer in Q1 2024 was Vanguard Group, an estimated $489M added.
  • The largest Healthpeak Properties seller in Q1 2024 was Resolution Capital, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2024.