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Peak shares owned by Trifecta Capital Advisors

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

Historical chart of Trifecta Capital Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Trifecta Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $938 50 18.76
2023-12-31 $990 50 19.80

More positions owned by Trifecta Capital Advisors

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Alphabet Cap Stk Cl C (GOOG)
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Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
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Ishares Tr Core S&p Mcp Etf (IJH)
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Caterpillar (CAT)

View all positions for Trifecta Capital Advisors

Top funds holding Peak

Vanguard Group
Jpmorgan Chase & Co
Legal & General Group
Norges Bank Investment Management
Dimensional Fund Advisors
Bank of New York Mellon
Charles Schwab Investment Management
PGGM Vermogensbeheer B.V.
Cullen Capital Management
Ubs Global Asset Management Americas
Sumitomo Mitsui Trust Holdings
Ing Clarion Real Estate Securities
Barclays
Bank of America Corporation
Kempen Capital Management

View all funds holding Peak