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Peak shares owned by Curated Wealth Partners

Quarter-by-quarter ownership of Peak (DOC) shares owned by Curated Wealth Partners from 13F filings

Historical chart of Curated Wealth Partners investment in Peak

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All positions including Peak held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Curated Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $828k 33k 24.93

More positions owned by Curated Wealth Partners

S&p Global (SPGI)
Procter & Gamble Company (PG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Target Corporation (TGT)
Broadcom (AVGO)
Charles Schwab Corporation (SCHW)
Parker-Hannifin Corporation (PH)
Brightstar Lottery Shs Usd (BRSL)
Tesla Motors (TSLA)
Amphenol Corp Cl A (APH)
Cummins (CMI)
Packaging Corporation of America (PKG)
ResMed (RMD)
Abbott Laboratories (ABT)
Trane Technologies SHS (TT)

View all positions for Curated Wealth Partners

Top funds holding Peak

BlackRock
Vanguard Portfolio Management
State Street Corporation
Vanguard Capital Management
Hanna Zanoni
Geode Capital Management
Invesco
Principal Financial Group
Bank of New York Mellon
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Cullen Capital Management
Dimensional Fund Advisors
FMR

View all funds holding Peak