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This page summarizes the PEAK holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether PEAK is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing PEAK Share Count |
|---|
| JJJ Advisors Inc. |
10 |
3,057 |
+3,047 |
+30470.00% |
| Sunbelt Securities Inc. |
108 |
8,021 |
+7,913 |
+7326.85% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
199 |
2,999 |
+2,800 |
+1407.04% |
| Optimum Investment Advisors |
630 |
6,746 |
+6,116 |
+970.79% |
| Ronald Blue Trust Inc. |
407 |
3,995 |
+3,588 |
+881.57% |
| Global Retirement Partners LLC |
1,081 |
5,859 |
+4,778 |
+442.00% |
| Cambridge Investment Research Advisors Inc. |
59,032 |
246,132 |
+187,100 |
+316.95% |
| Vanderbilt University |
11,005 |
45,441 |
+34,436 |
+312.91% |
| Private Trust Co. NA |
1,393 |
4,265 |
+2,872 |
+206.17% |
| Wolff Wiese Magana LLC |
48,648 |
145,946 |
+97,298 |
+200.00% |
| Perpetual Ltd |
33,080 |
90,330 |
+57,250 |
+173.07% |
| Raymond James Financial Services Advisors Inc. |
22,984 |
61,187 |
+38,203 |
+166.22% |
| Robeco Institutional Asset Management B.V. |
580,247 |
1,338,269 |
+758,022 |
+130.64% |
| Natixis Advisors L.P. |
126,985 |
278,756 |
+151,771 |
+119.52% |
| NBC Securities Inc. |
1,944 |
4,020 |
+2,076 |
+106.79% |
| Mirador Capital Partners LP |
15,271 |
29,851 |
+14,580 |
+95.48% |
| Lindbrook Capital LLC |
1,519 |
2,925 |
+1,406 |
+92.56% |
| Los Angeles Capital Management & Equity Research Inc. |
779,319 |
1,377,935 |
+598,616 |
+76.81% |
| Benjamin F. Edwards & Company Inc. |
3,403 |
5,964 |
+2,561 |
+75.26% |
| Massmutual Trust Co. FSB ADV |
2,310 |
4,046 |
+1,736 |
+75.15% |
| Pensionfund Sabic |
77,707 |
131,755 |
+54,048 |
+69.55% |
| Gulf International Bank UK Ltd |
45,326 |
76,026 |
+30,700 |
+67.73% |
| Spire Wealth Management |
1,097 |
1,839 |
+742 |
+67.64% |
| UMB Bank N A MO |
1,072 |
1,745 |
+673 |
+62.78% |
| Spirit of America Management Corp NY |
12,568 |
20,217 |
+7,649 |
+60.86% |
| Pensionfund DSM Netherlands |
179,593 |
285,473 |
+105,880 |
+58.96% |
| Private Wealth Management Group LLC |
231 |
367 |
+136 |
+58.87% |
| AdvisorNet Financial Inc |
1,037 |
1,600 |
+563 |
+54.29% |
| Raymond James & Associates |
644,436 |
988,723 |
+344,287 |
+53.42% |
| Atlas Brown Inc. |
12,825 |
18,777 |
+5,952 |
+46.41% |
| Glass Jacobson Investment Advisors llc |
468 |
672 |
+204 |
+43.59% |
| Kingswood Wealth Advisors LLC |
24,536 |
35,005 |
+10,469 |
+42.67% |
| Presima Inc. |
69,407 |
97,677 |
+28,270 |
+40.73% |
| Wealthfront Advisers LLC |
149,376 |
209,299 |
+59,923 |
+40.12% |
| Allworth Financial LP |
1,874 |
2,624 |
+750 |
+40.02% |
| Park Avenue Securities LLC |
15,811 |
22,053 |
+6,242 |
+39.48% |
| New York State Teachers Retirement System |
552,763 |
757,418 |
+204,655 |
+37.02% |
| Bank of New York Mellon Corp |
5,718,288 |
7,754,940 |
+2,036,652 |
+35.62% |
| Allspring Global Investments Holdings LLC |
27,058 |
36,328 |
+9,270 |
+34.26% |
| Wealth Enhancement Advisory Services LLC |
65,398 |
87,189 |
+21,791 |
+33.32% |
| Van ECK Associates Corp |
221,402 |
294,279 |
+72,877 |
+32.92% |
| DekaBank Deutsche Girozentrale |
260,870 |
342,625 |
+81,755 |
+31.34% |
| Principal Financial Group Inc. |
616,768 |
809,747 |
+192,979 |
+31.29% |
| CWM LLC |
30,431 |
39,880 |
+9,449 |
+31.05% |
| Czech National Bank |
95,816 |
124,558 |
+28,742 |
+30.00% |
| Adviser Investments LLC |
31,951 |
41,495 |
+9,544 |
+29.87% |
| State of Michigan Retirement System |
149,793 |
193,993 |
+44,200 |
+29.51% |
| Maryland State Retirement & Pension System |
43,218 |
55,783 |
+12,565 |
+29.07% |
| IFM Investors Pty Ltd |
103,234 |
132,870 |
+29,636 |
+28.71% |
| Assenagon Asset Management S.A. |
16,810 |
21,609 |
+4,799 |
+28.55% |
| Veriti Management LLC |
24,603 |
30,981 |
+6,378 |
+25.92% |
| Armor Investment Advisors LLC |
33,233 |
41,778 |
+8,545 |
+25.71% |
| New Mexico Educational Retirement Board |
28,427 |
35,700 |
+7,273 |
+25.58% |
| Commonwealth Equity Services LLC |
369,223 |
462,233 |
+93,010 |
+25.19% |
| California Public Employees Retirement System |
1,041,770 |
1,302,864 |
+261,094 |
+25.06% |
| Valley National Advisers Inc. |
382 |
477 |
+95 |
+24.87% |
| Steel Peak Wealth Management LLC |
37,165 |
46,274 |
+9,109 |
+24.51% |
| Hartford Investment Management Co. |
36,502 |
45,438 |
+8,936 |
+24.48% |
| Louisiana State Employees Retirement System |
33,100 |
41,200 |
+8,100 |
+24.47% |
| Securian Asset Management Inc |
34,574 |
41,695 |
+7,121 |
+20.60% |
| Janney Montgomery Scott LLC |
526,655 |
634,022 |
+107,367 |
+20.39% |
| Farmers & Merchants Investments Inc. |
355 |
424 |
+69 |
+19.44% |
| North Star Investment Management Corp. |
1,729 |
2,065 |
+336 |
+19.43% |
| Sumitomo Mitsui Trust Holdings Inc. |
4,176,250 |
4,940,908 |
+764,658 |
+18.31% |
| Private Advisor Group LLC |
13,292 |
15,628 |
+2,336 |
+17.57% |
| Fifth Third Bancorp |
49,191 |
57,286 |
+8,095 |
+16.46% |
| Zurcher Kantonalbank Zurich Cantonalbank |
442,076 |
510,976 |
+68,900 |
+15.59% |
| LDR Capital Management LLC |
230,434 |
263,981 |
+33,547 |
+14.56% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
155,300 |
177,700 |
+22,400 |
+14.42% |
| Raymond James Trust N.A. |
11,571 |
13,136 |
+1,565 |
+13.53% |
| State of Alaska Department of Revenue |
457,812 |
518,790 |
+60,978 |
+13.32% |
| Vert Asset Management LLC |
200,330 |
224,258 |
+23,928 |
+11.94% |
| Harrington Investments INC |
32,632 |
36,379 |
+3,747 |
+11.48% |
| TFC Financial Management |
28 |
31 |
+3 |
+10.71% |
| Woodward Diversified Capital LLC |
10,188 |
11,252 |
+1,064 |
+10.44% |
| Sarasin & Partners LLP |
426,983 |
469,999 |
+43,016 |
+10.07% |
| CVA Family Office LLC |
2,949 |
3,229 |
+280 |
+9.49% |
| Yousif Capital Management LLC |
97,025 |
105,955 |
+8,930 |
+9.20% |
| Ballentine Partners LLC |
13,015 |
14,178 |
+1,163 |
+8.94% |
| Retirement Systems of Alabama |
447,800 |
483,476 |
+35,676 |
+7.97% |
| Parkside Financial Bank & Trust |
12,203 |
13,091 |
+888 |
+7.28% |
| Versant Capital Management Inc |
129 |
136 |
+7 |
+5.43% |
| V Square Quantitative Management LLC |
16,250 |
16,950 |
+700 |
+4.31% |
| Venturi Wealth Management LLC |
360 |
373 |
+13 |
+3.61% |
| GAMMA Investing LLC |
8,108 |
8,400 |
+292 |
+3.60% |
| Brown Advisory Inc. |
42,280 |
43,117 |
+837 |
+1.98% |
| Princeton Global Asset Management LLC |
165 |
168 |
+3 |
+1.82% |
| Proequities Inc. |
7,033 |
7,147 |
+114 |
+1.62% |
| Beach Investment Counsel Inc. PA |
57,737 |
58,336 |
+599 |
+1.04% |
| 13F Filers Reporting New Positions In PEAK |
|---|
| Romano Brothers AND Company |
0 |
69,401 |
+69,401 |
+100% |
| Caldwell Sutter Capital Inc. |
0 |
400 |
+400 |
+100% |
| OLD National Bancorp IN |
0 |
19,535 |
+19,535 |
+100% |
| Carret Asset Management LLC |
0 |
40,604 |
+40,604 |
+100% |
| James Investment Research Inc. |
0 |
14,247 |
+14,247 |
+100% |
| Lee Financial Group Hawaii Inc. |
0 |
29,165 |
+29,165 |
+100% |
| Atlantic Union Bankshares Corp |
0 |
16,216 |
+16,216 |
+100% |
| Connable Office Inc. |
0 |
23,648 |
+23,648 |
+100% |
| Tompkins Financial Corp |
0 |
5,020 |
+5,020 |
+100% |
| Baillie Gifford & Co. |
0 |
35,086 |
+35,086 |
+100% |
| Moody National Bank Trust Division |
0 |
26,430 |
+26,430 |
+100% |
| Thompson Investment Management Inc. |
0 |
2,696 |
+2,696 |
+100% |
| Regions Financial Corp |
0 |
10,639 |
+10,639 |
+100% |
| Dumont & Blake Investment Advisors LLC |
0 |
21,023 |
+21,023 |
+100% |
| Hanson & Doremus Investment Management |
0 |
1,883 |
+1,883 |
+100% |
| Capstone Investment Advisors LLC |
0 |
12,650 |
+12,650 |
+100% |
| Mather Group LLC. |
0 |
417 |
+417 |
+100% |
| Boston Trust Walden Corp |
0 |
1,315,911 |
+1,315,911 |
+100% |
| Annex Advisory Services LLC |
0 |
115,790 |
+115,790 |
+100% |
| Financial Management Professionals Inc. |
0 |
24 |
+24 |
+100% |
| Oakworth Capital Inc. |
0 |
111 |
+111 |
+100% |
| Riverview Trust Co |
0 |
1,512 |
+1,512 |
+100% |
| Brookstone Capital Management |
0 |
471,934 |
+471,934 |
+100% |
| Sequoia Financial Advisors LLC |
0 |
23,569 |
+23,569 |
+100% |
| BTC Capital Management Inc. |
0 |
14,599 |
+14,599 |
+100% |
| Barry Investment Advisors LLC |
0 |
19,605 |
+19,605 |
+100% |
| First Personal Financial Services |
0 |
230 |
+230 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
34,331 |
+34,331 |
+100% |
| Verdence Capital Advisors LLC |
0 |
18,743 |
+18,743 |
+100% |
| Valeo Financial Advisors LLC |
0 |
14,460 |
+14,460 |
+100% |
| Carmichael Hill & Associates Inc. |
0 |
195 |
+195 |
+100% |
| Your Advocates Ltd. LLP |
0 |
150 |
+150 |
+100% |
| Aurum Wealth Management Group LLC |
0 |
10,224 |
+10,224 |
+100% |
| Secure Asset Management LLC |
0 |
15,088 |
+15,088 |
+100% |
| Center for Financial Planning Inc. |
0 |
363 |
+363 |
+100% |
| Concord Wealth Partners |
0 |
230 |
+230 |
+100% |
| Rise Advisors LLC |
0 |
1,253 |
+1,253 |
+100% |
| SJS Investment Consulting Inc. |
0 |
13 |
+13 |
+100% |
| Simplicity Wealth LLC |
0 |
31,325 |
+31,325 |
+100% |
| Leeward Investments LLC MA |
0 |
634,310 |
+634,310 |
+100% |
| Coston McIsaac & Partners |
0 |
308 |
+308 |
+100% |
| Fortitude Family Office LLC |
0 |
132 |
+132 |
+100% |
| Park Place Capital Corp |
0 |
670 |
+670 |
+100% |
| Consolidated Portfolio Review Corp |
0 |
42,306 |
+42,306 |
+100% |
| PFG Investments LLC |
0 |
52,355 |
+52,355 |
+100% |
| HTLF Bank |
0 |
24,507 |
+24,507 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
31,402 |
+31,402 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
590 |
+590 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
791 |
791 |
UNCH |
0.00% |
| Hazlett Burt & Watson Inc. |
800 |
800 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
219 |
219 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
244 |
244 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
16,875 |
16,875 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
78 |
78 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
755 |
755 |
UNCH |
0.00% |
| Livforsakringsbolaget Skandia Omsesidigt |
2,326 |
2,326 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
67 |
67 |
UNCH |
0.00% |
| Private Ocean LLC |
271 |
271 |
UNCH |
0.00% |
| St. Johns Investment Management Company LLC |
110 |
110 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
104 |
104 |
UNCH |
0.00% |
| First PREMIER Bank |
400 |
400 |
UNCH |
0.00% |
| Pinnacle Bank |
2,740 |
2,740 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
230 |
230 |
UNCH |
0.00% |
| Diamant Asset Management Inc. |
24,640 |
24,640 |
UNCH |
0.00% |
| Silvant Capital Management LLC |
4,479 |
4,479 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,620 |
1,620 |
UNCH |
0.00% |
| Key Financial Inc |
17 |
17 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
225 |
225 |
UNCH |
0.00% |
| Hexagon Capital Partners LLC |
2,908 |
2,908 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
810 |
810 |
UNCH |
0.00% |
| Creative Capital Management Investments LLC |
210 |
210 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
50 |
50 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
67 |
67 |
UNCH |
0.00% |
| Peoples Bank KS |
800 |
800 |
UNCH |
0.00% |
| Sachetta LLC |
82 |
82 |
UNCH |
0.00% |
| 13F Filers Decreasing PEAK Share Count |
|---|
| Exchange Traded Concepts LLC |
8,730 |
284 |
-8,446 |
-96.75% |
| Gradient Investments LLC |
306 |
44 |
-262 |
-85.62% |
| Planning Capital Management Corp |
400 |
60 |
-340 |
-85.00% |
| Capital Advisors Ltd. LLC |
302 |
54 |
-248 |
-82.12% |
| PSI Advisors LLC |
670 |
170 |
-500 |
-74.63% |
| Duncker Streett & Co. Inc. |
1,550 |
500 |
-1,050 |
-67.74% |
| Financial Perspectives Inc |
1,923 |
649 |
-1,274 |
-66.25% |
| Benjamin Edwards Inc. |
5,909 |
2,517 |
-3,392 |
-57.40% |
| Fortis Group Advisors LLC |
930 |
465 |
-465 |
-50.00% |
| DNB Asset Management AS |
187,090 |
104,669 |
-82,421 |
-44.05% |
| Barrett & Company Inc. |
2,241 |
1,414 |
-827 |
-36.90% |
| Bruce G. Allen Investments LLC |
1,308 |
907 |
-401 |
-30.66% |
| SYSTM Wealth Solutions LLC |
12,186 |
8,470 |
-3,716 |
-30.49% |
| City State Bank |
2,035 |
1,535 |
-500 |
-24.57% |
| Mirae Asset Global Investments Co. Ltd. |
128,313 |
99,656 |
-28,657 |
-22.33% |
| Pacifica Partners Inc. |
1,066 |
866 |
-200 |
-18.76% |
| Handelsinvest Investeringsforvaltning |
35,400 |
29,981 |
-5,419 |
-15.31% |
| Stiles Financial Services Inc |
18,359 |
15,812 |
-2,547 |
-13.87% |
| MV Capital Management Inc. |
1,526 |
1,370 |
-156 |
-10.22% |
| International Assets Investment Management LLC |
29,280 |
26,316 |
-2,964 |
-10.12% |
| Creative Financial Designs Inc. ADV |
4,348 |
3,998 |
-350 |
-8.05% |
| Amalgamated Bank |
130,958 |
123,527 |
-7,431 |
-5.67% |
| Cornerstone Capital Inc. |
411,898 |
389,569 |
-22,329 |
-5.42% |
| Pasadena Private Wealth LLC |
21,801 |
20,876 |
-925 |
-4.24% |
| Sumitomo Life Insurance Co. |
16,016 |
15,476 |
-540 |
-3.37% |
| MCF Advisors LLC |
244 |
243 |
-1 |
-0.41% |
| 13F Filers Exiting PEAK |
|---|
| Turtle Creek Wealth Advisors LLC |
219 |
0 |
-219 |
-100.00% |
| Lecap Asset Management Ltd. |
42,843 |
0 |
-42,843 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
9,234 |
0 |
-9,234 |
-100.00% |
| Canvas Wealth Advisors LLC |
12,918 |
0 |
-12,918 |
-100.00% |
| Naviter Wealth LLC |
33,295 |
0 |
-33,295 |
-100.00% |
| Planned Solutions Inc. |
1,590 |
0 |
-1,590 |
-100.00% |
| Oak Thistle LLC |
26,259 |
0 |
-26,259 |
-100.00% |
| Sound Income Strategies LLC |
404 |
0 |
-404 |
-100.00% |
| CAPROCK Group Inc. |
10,433 |
0 |
-10,433 |
-100.00% |
| Curbstone Financial Management Corp |
20,300 |
0 |
-20,300 |
-100.00% |
| Atlas Capital Advisors LLC |
7 |
0 |
-7 |
-100.00% |
| Baldwin Brothers Inc. MA |
300 |
0 |
-300 |
-100.00% |
| Advisors Management Group Inc. ADV |
94,148 |
0 |
-94,148 |
-100.00% |
See Summary: Institutional Holders of PEAK
See Details: Top 10 Hedge Funds Holding PEAK
Also See: PEAK Insider Buying
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