HEALTHPEAK PROPERTIES INC (DOC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

HEALTHPEAK PROPERTIES INC (DOC)

732 + Investors. Track Smart Money conviction in DOC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DOC

Based on 720 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DOC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

720 hedge funds hold DOC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding DOC is almost the same as a year ago (+13 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 49% buying

351 buying368 selling

Last quarter: 368 funds reduced or exited vs 351 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new DOC position: 79 → 83 → 100 → 112. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 17% medium ■ 18% new

465 out of 720 hedge funds have held DOC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +2%, value -14%

Value

-14%

+2%

Last quarter: funds added +2% more shares while total portfolio value only changed -14%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

90 → 79 → 83 → 100 → 112 new funds/Q

New funds entering each quarter: 79 → 83 → 100 → 112. A growing number of institutions are discovering DOC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new

Of 732 current holders: 487 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds

41 of 720 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DOC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	732	712	2.81%
13F Shares	655M	641M	2.07%
Total Value	$10.49B	$12.24B	-14.29%
New Positions	112	103	+9
Increased Positions	255	294	-39
Closed Positions	93	81	+12
Reduced Positions	293	242	+51
Total Calls	8	9	-11.11%
Total Puts	5	8	-37.5%
PUT/CALL Ratio	0.62	0.89	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

732

712

2.81%

13F Shares

655M

641M

2.07%

Total Value

$10.49B

$12.24B

-14.29%

New Positions

112

103

Increased Positions

255

294

-39

Closed Positions

+12

Reduced Positions

293

242

+51

Total Calls

-11.11%

Total Puts

-37.5%

PUT/CALL Ratio

0.62

0.89

Bullish

Institutional Holders (2026 Q1)

732 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DOC. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of DOC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pensionfund PDN	2.05%	215,473	$4K
2	Pensionfund Sabic	1.88%	94,755	$2K
3	Vert Asset Management LLC	1.80%	345,412	$5.7M
4	WOLFF WIESE MAGANA LLC	1.61%	177,172	$2.9M
5	MFG WEALTH MANAGEMENT, INC.	1.29%	94,424	$1.6M
6	Clean Yield Group	0.90%	194,316	$3.2M
7	Miller Global Investments, LLC	0.81%	53,638	$881K
8	TWIN CITY PRIVATE WEALTH, LLC	0.78%	62,529	$1.0M
9	Douglas Lane & Associates, LLC	0.70%	2,965,159	$48.7M
10	Alpha Omega Wealth Management LLC	0.69%	258,933	$4.3M
11	HF Advisory Group, LLC	0.67%	119,490	$2.0M
12	Northside Capital Management, LLC	0.67%	461,323	$7.6M
13	MERIDIAN INVESTMENT COUNSEL INC.	0.63%	159,891	$2.6M
14	Old North State Wealth Management, LLC	0.61%	80,271	$1.3M
15	Foster Victor Wealth Advisors, LLC	0.51%	529,418	$8.9M
16	Parrish Capital LLC	0.49%	33,905	$545K
17	Argent Advisors, Inc.	0.34%	76,153	$1.3M
18	Kentucky Trust Co	0.34%	39,426	$648K
19	Harrington Investments, INC	0.29%	33,421	$549K
20	Advisors Capital Management, LLC	0.29%	1,500,597	$24.7M
21	Bayforest Capital Ltd	0.26%	14,186	$233K
22	DIAMANT ASSET MANAGEMENT, INC.	0.23%	316,113	$316K
23	Quantum Portfolio Management LLC	0.21%	29,372	$483K
24	OPPENHEIMER ASSET MANAGEMENT INC.	0.20%	1,050,821	$17.3M
25	TRUST CO OF TOLEDO NA /OH/	0.19%	121,595	$2.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — HEALTHPEAK PROPERTIES INC (DOC)

What does the Smart Money Trend signal show for DOC?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DOC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DOC?

More sellers than buyers — 49% buying: Last quarter: 368 funds reduced or exited vs 351 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DOC holders?

Elite ownership — 60% AUM from top-100 funds: 41 of 720 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DOC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DOC?

65% of holders stayed for 2+ years: 465 out of 720 hedge funds have held DOC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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HEALTHPEAK PROPERTIES INC (DOC)

Smart Money Signals — DOC

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

More sellers than buyers — 49% buying

More new buyers each quarter (+12 vs last Q)

65% of holders stayed for 2+ years

Buying through price weakness — shares +2%, value -14%

Growing discovery — still being found

Deep conviction — 67% of holders stayed 2+ years

Elite ownership — 60% AUM from top-100 funds

Hedge Fund Ownership: DOC

Market Analysis: DOC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DOC

Hedge Fund Positioning: DOC

Statistics: DOC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — HEALTHPEAK PROPERTIES INC (DOC)

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