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Peak shares owned by Tectonic Advisors

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

Historical chart of Tectonic Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Tectonic Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.6M 332k 22.87
2024-06-30 $5.8M 296k 19.60
2024-03-31 $5.0M 265k 18.75

More positions owned by Tectonic Advisors

Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Abslute Selct Vl (ABEQ)
Vista Energy S.a.b. De C.v. Sponsored Ads (VIST)
Tcw Etf Trust Flexible Income (FLXR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Tectonic Advisors

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