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Peak shares owned by Prudent Man Advisors

Quarter-by-quarter ownership of Peak (DOC) shares owned by Prudent Man Advisors from 13F filings

Historical chart of Prudent Man Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Prudent Man Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Prudent Man Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $212k 9.3k 22.87

More positions owned by Prudent Man Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Russell 2000 Etf (IWM)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Prudent Man Advisors

Top funds holding Peak

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Invesco
Geode Capital Management
Hanna Zanoni
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
Cullen Capital Management
Deutsche Bank Aktiengesellschaft
Northern Trust
Ubs Global Asset Management Americas

View all funds holding Peak