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Peak shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $487k 25k 19.15
2025-03-31 $1.9M 96k 20.22
2024-12-31 $1.9M 96k 20.27
2024-09-30 $2.3M 99k 22.87

More positions owned by Waterloo Capital

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Wal-Mart Stores (WMT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Apple (AAPL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Access Treasury 0-1 Year Etf Acces Treasury (GBIL)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

View all positions for Waterloo Capital

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