Tectonic Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Peak by Tectonic Advisors

Quarter filed Position value Share count Share price at filing
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)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Unified Ser Tr Abslute Selct Vl (ABEQ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Real Estate Etf (VNQ)
Enterprise Products Partners (EPD)

View all positions for Tectonic Advisors

Top funds holding Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon
Cohen & Steers Capital Management
Cullen Capital Management

View all funds holding Peak