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Peak shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of Peak (DOC) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in Peak

Tip: Access up to 7 years of quarterly data

All positions including Peak held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $173k 9.0k 19.15

More positions owned by Cape Investment Advisory

Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Booking Holdings (BKNG)
Charles Schwab Corporation (SCHW)
Ishares Tr Core S&p500 Etf (IVV)
Iqvia Holdings (IQV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Walt Disney Company (DIS)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Applied Materials (AMAT)
Anthem (ELV)

View all positions for Cape Investment Advisory

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
Charles Schwab Investment Management
Cullen Capital Management
Dimensional Fund Advisors
Northern Trust
Ubs Global Asset Management Americas
PGGM Vermogensbeheer B.V.

View all funds holding Peak