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Peak shares owned by Carret Asset Management

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

Historical chart of Carret Asset Management investment in Peak

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

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Quarterly reported holdings in Peak by Carret Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $761k 41k 18.75

More positions owned by Carret Asset Management

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Microsoft Corporation (MSFT)
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Berkshire Hathaway (BRK.B)
Penumbra (PEN)
Alphabet Inc Class A cs (GOOGL)
Oracle Corporation (ORCL)
Johnson & Johnson (JNJ)
American Express Company (AXP)
Chevron Corporation (CVX)
Amazon (AMZN)
Pepsi (PEP)
Facebook Inc cl a (META)
Merck & Co (MRK)

View all positions for Carret Asset Management

Top funds holding Peak

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Hanna Zanoni
Morgan Stanley
Legal & General Group
Centersquare Investment Management
Dimensional Fund Advisors
Charles Schwab Investment Management
American Century Companies
Northern Trust
Bank of New York Mellon
Cohen & Steers Capital Management
Cullen Capital Management

View all funds holding Peak