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Peak shares owned by Smith Asset Management

Quarter-by-quarter ownership of Peak (DOC) shares owned by Smith Asset Management from 13F filings

Historical chart of Smith Asset Management investment in Peak

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All positions including Peak held by Smith Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Peak by Smith Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $526k 27k 19.15
2025-06-30 $483k 28k 17.51
2025-03-31 $558k 28k 20.22
2024-12-31 $561k 28k 20.27

More positions owned by Smith Asset Management

Nuveen Multi-Strategy Income & Growth (JPC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ares Capital Corporation (ARCC)
AllianceBernstein Global Hgh Incm (AWF)
Calamos Strategic Total Retu Com Sh Ben Int (CSQ)
DNP Select Income Fund (DNP)
Cohen & Steers Total Return Real (RFI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Barings Corporate Investors (MCI)
First Trust Enhanced Equity Income Fund (FFA)
BlackRock Credit All Inc Trust IV (BTZ)
Reaves Util Income Com Sh Ben Int (UTG)
Vanguard World Inf Tech Etf (VGT)
Blackrock Enhanced Intl Div Com Bene Inter (BGY)
Cohen & Steers Slt Pfd Incm (PSF)

View all positions for Smith Asset Management

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