Peak shares owned by Naviter Wealth
Historical chart of Naviter Wealth investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Naviter Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Peak by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $571k | 36k | 16.08 |
| 2025-09-30 | $815k | 43k | 19.15 |
| 2025-06-30 | $783k | 45k | 17.51 |
| 2025-03-31 | $800k | 40k | 20.19 |
| 2024-12-31 | $772k | 38k | 20.27 |
| 2023-12-31 | $659k | 33k | 19.80 |
| 2023-09-30 | $632k | 34k | 18.36 |
| 2023-06-30 | $628k | 31k | 20.10 |
| 2023-03-31 | $577k | 26k | 21.97 |
| 2022-12-31 | $517k | 19k | 27.20 |
| 2022-09-30 | $322k | 14k | 22.94 |