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Peak shares owned by Patton Fund Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Patton Fund Management from 13F filings

Historical chart of Patton Fund Management investment in Peak

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All positions including Peak held by Patton Fund Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Patton Fund Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $237k 12k 19.15
2025-06-30 $216k 12k 17.51
2024-03-31 $248k 13k 18.75

More positions owned by Patton Fund Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Rus Mid Cap Etf (IWR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust Dj Reit Etf (RWR)
Ishares Gold Tr Ishares New (IAU)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Micron Technology (MU)
Fox Corp Cl A Com (FOXA)
W.R. Berkley Corporation (WRB)

View all positions for Patton Fund Management

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Principal Financial Group
Hanna Zanoni
Geode Capital Management
Invesco
Centersquare Investment Management
Morgan Stanley
Charles Schwab Investment Management
Cullen Capital Management
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak