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Peak shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Peak

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All positions including Peak held by Marks Group Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 80k 19.15

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Intercontinental Exchange (ICE)
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Ishares Tr Eafe Value Etf (EFV)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Moody's Corporation (MCO)
Msci (MSCI)
Meta Platforms Cl A (META)
Emcor (EME)
Nvent Electric SHS (NVT)
Visa Com Cl A (V)
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View all positions for Marks Group Wealth Management

Top funds holding Peak

Vanguard Group
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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