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Peak shares owned by Equita Financial Network

Quarter-by-quarter ownership of Peak (DOC) shares owned by Equita Financial Network from 13F filings

Historical chart of Equita Financial Network investment in Peak

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All positions including Peak held by Equita Financial Network consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Equita Financial Network

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 72k 22.87
2024-06-30 $1.4M 71k 19.60
2024-03-31 $1.3M 70k 18.74

More positions owned by Equita Financial Network

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Extend Mkt Etf (VXF)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Equita Financial Network

Top funds holding Peak

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Cohen & Steers Capital Management
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft

View all funds holding Peak