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Healthpeak Properties

707 hedge funds and large institutions have $12.6B invested in Healthpeak Properties in 2024 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 277 increasing their positions, 237 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $13M | Put options by funds: $4.75M

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

17% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 237

4% more funds holding

Funds holding: 678707 (+29)

4% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$500M)

0.45% more ownership

Funds ownership: 90.65%91.1% (+0.45%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
707
Holders Change
+29
Holders Change %
+4.28%
% of All Funds
10.21%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
107
Increased
277
Reduced
237
Closed
71
Calls
$13M
Puts
$4.75M
Net Calls
+$8.25M
Net Calls Change
+$4.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.21B -$33.4M -1,748,105 -2%
BlackRock
2
BlackRock
New York
$1.51B -$36M -1,884,978 -2%
State Street
3
State Street
Massachusetts
$929M -$7.25M -379,684 -0.8%
Invesco
4
Invesco
Georgia
$437M +$2.41M +126,294 +0.6%
Cohen & Steers
5
Cohen & Steers
New York
$386M +$233M +12,180,472 +162%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$349M +$6.94M +363,365 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$343M -$54.5M -2,852,055 -14%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$314M -$19.7M -1,032,598 -6%
Morgan Stanley
9
Morgan Stanley
New York
$256M +$9.67M +506,237 +4%
Legal & General Group
10
Legal & General Group
United Kingdom
$226M +$3.24M +169,857 +1%
CIM
11
Centersquare Investment Management
Pennsylvania
$204M -$14.3M -747,950 -7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$203M +$3.16M +165,372 +2%
Charles Schwab
13
Charles Schwab
California
$191M -$2.89M -151,130 -2%
Norges Bank
14
Norges Bank
Norway
$180M -$29.4M -1,540,322 -14%
American Century Companies
15
American Century Companies
Missouri
$177M -$3.75M -196,327 -2%
Northern Trust
16
Northern Trust
Illinois
$166M -$1.6M -83,743 -1%
N
17
Nuveen
North Carolina
$154M +$11.4M +596,348 +8%
PI
18
PGGM Investments
Netherlands
$144M +$15.6M +814,869 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$136M -$15.4M -804,135 -10%
Bank of America
20
Bank of America
North Carolina
$130M +$13.6M +710,424 +12%
CCM
21
Cullen Capital Management
New York
$128M -$15.5M -810,031 -11%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$100M -$1.75M -91,743 -2%
Millennium Management
23
Millennium Management
New York
$93.4M +$74.1M +3,879,915 +438%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$91.5M -$5.18M -271,449 -5%
Goldman Sachs
25
Goldman Sachs
New York
$86.9M +$27.4M +1,432,573 +48%

DOC Hedge Fund Activity: Q2 2024 in Review

707 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q2 2024, worth a combined $12.6B — up 4.2% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new DOC positions and 71 closed out — a net gain of 36 holders — while 277 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $233M. The largest seller was Citadel Advisors, cutting an estimated $106M.

  • 707 institutional investors held Healthpeak Properties (DOC) as of Q2 2024, up from 678 in Q1 2024.
  • Funds reported $12.6B of Healthpeak Properties stock for Q2 2024, up 4.2% quarter-over-quarter.
  • 107 funds opened new Healthpeak Properties positions in Q2 2024 and 71 closed out, a net change of +36 holders.
  • The largest Healthpeak Properties buyer in Q2 2024 was Cohen & Steers, an estimated $233M added.
  • The largest Healthpeak Properties seller in Q2 2024 was Citadel Advisors, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2024.