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Peak shares owned by CSM Advisors

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

Historical chart of CSM Advisors investment in Peak

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Peak by CSM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 14k 19.12
2025-06-30 $10M 585k 17.51

More positions owned by CSM Advisors

Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Vanguard Index Tr Growth (VUG)
Vanguard Index Tr Value (VTV)
Alphabet Class C (GOOG)
Jpmorgan Chase & Co Common (JPM)
Us Bancorp Del Common (USB)
Cummins Common (CMI)
Johnson & Johnson Common (JNJ)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Hartford Insurance Common (HIG)
Ishares Msci Eurozone (EZU)
Chevron Corp Common (CVX)
Cisco Systems Common (CSCO)
Microsoft Corp Common (MSFT)

View all positions for CSM Advisors

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