Peakstone Realty Trust
PKSTDelisted May 6, 2026- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001600626
Peakstone Realty Trust was delisted on May 6, 2026; its insiders filed their last Form 4 on May 6, 2026; 219 institutions reported holding it in 13F filings for Q1 2026, worth $485.8M in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in Peakstone Realty Trust as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 181
- +179 vs. Q1 2023
- Shares held
- 10.0M
- +9.97M (+32,304.6%) vs. Q1 2023
- Total value
- $277.9M
- +$276.8M (+26,678.5%) vs. Q1 2023
- New holders
- 180
- 1 more added
- Sold out
- 1
- 0 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PKST on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3 | $52.6K |
| Q1 2026 | 219 | $485.8M |
| Q4 2025 | 204 | $313.3M |
| Q3 2025 | 197 | $267.6M |
| Q2 2025 | 199 | $249.8M |
| Q1 2025 | 203 | $230.5M |
| Q4 2024 | 214 | $189.0M |
| Q3 2024 | 187 | $211.5M |
| Q2 2024 | 179 | $161.2M |
| Q1 2024 | 178 | $233.0M |
| Q4 2023 | 189 | $285.0M |
| Q3 2023 | 196 | $206.2M |
| Q2 2023 | 181 | $277.9M |
| Q1 2023 | 2 | $1.04M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JB Capital LLC | 11,773 | $328.7K | 0.03% | +11,773 | New |
| IHT Wealth Management, LLC | 13,412 | $333.0K | 0.02% | +13,412 | New |
| Balboa Wealth Partners | 12,178 | $340.0K | 0.12% | +12,178 | New |
| Concorde Asset Management, LLC | 12,446 | $347.5K | 0.32% | +12,446 | New |
| Strategic Blueprint, LLC | 12,514 | $349.4K | 0.03% | +12,514 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,950 | $361.6K | 0.00% | +12,950 | New |
| State of Alaska, Department of Revenue | 13,020 | $362.0K | 0.00% | +13,020 | New |
| American International Group, Inc. | 13,394 | $374.0K | 0.00% | +13,394 | New |
| Mather Group, LLC. | 13,541 | $378.1K | 0.01% | +13,541 | New |
| Petra Financial Advisors Inc | 14,134 | $394.6K | 0.35% | +14,134 | New |
| Mariner, LLC | 14,293 | $399.1K | 0.00% | +14,293 | New |
| MetLife Investment Management | 14,831 | $414.1K | 0.00% | +14,831 | New |
| Dynamic Advisor Solutions LLC | 15,380 | $429.4K | 0.02% | +15,380 | New |
| Wealth Enhancement & Preservation of GA, LLC | 15,390 | $429.7K | 0.41% | +15,390 | New |
| Avantax Advisory Services, Inc. | 15,928 | $444.7K | 0.01% | +15,928 | New |
| SeaCrest Wealth Management, LLC | 16,115 | $449.9K | 0.06% | +16,115 | New |
| Ashton Thomas Private Wealth, LLC | 16,181 | $451.8K | 0.03% | +2,587+19.0% | Added |
| Lincoln National Corp | 17,306 | $483.2K | 0.01% | +17,306 | New |
| HighTower Advisors, LLC | 17,355 | $485.0K | 0.00% | +17,355 | New |
| O'Dell Group, LLC | 17,497 | $488.5K | 0.14% | +17,497 | New |
| Creative Planning | 18,005 | $502.7K | 0.00% | +18,005 | New |
| Glass Jacobson Investment Advisors llc | 18,074 | $504.6K | 0.23% | +18,074 | New |
| Paradiem, LLC | 18,146 | $506.6K | 0.14% | +18,146 | New |
| Trust Co of Oklahoma | 18,336 | $511.9K | 0.19% | +18,336 | New |
| Captrust Financial Advisors | 18,688 | $521.8K | 0.00% | +18,688 | New |
| Kolinsky Wealth Management, LLC | 18,650 | $528.2K | 0.50% | +18,650 | New |
| Coppell Advisory Solutions LLC | 20,902 | $591.9K | 0.17% | +20,902 | New |
| Luken Investment Analytics, LLC | 22,000 | $614.2K | 0.34% | +22,000 | New |
| Atria Wealth Solutions, Inc. | 22,028 | $615.0K | 0.01% | +22,028 | New |
| Great Lakes Advisors, LLC | 22,622 | $631.6K | 0.01% | +22,622 | New |
| Strid Group, LLC | 23,521 | $656.7K | 0.13% | +23,521 | New |
| FirstPurpose Wealth LLC | 23,761 | $663.4K | 0.28% | +23,761 | New |
| Mercer Global Advisors Inc | 24,266 | $678.0K | 0.00% | +24,266 | New |
| Integrated Advisors Network LLC | 25,236 | $704.6K | 0.04% | +25,236 | New |
| FFG Retirement Advisors LLC | 25,520 | $712.5K | 0.57% | +25,520 | New |
| Goldman Sachs Group Inc | 27,146 | $757.9K | 0.00% | +27,146 | New |
| Alliancebernstein L.P. | 28,650 | $799.9K | 0.00% | +28,650 | New |
| Coldstream Capital Management Inc | 28,672 | $800.5K | 0.03% | +28,672 | New |
| J.W. Cole Advisors, Inc. | 28,711 | $801.6K | 0.06% | +28,711 | New |
| InterOcean Capital Group, LLC | 28,848 | $805.4K | 0.03% | +28,848 | New |
| Cypress Wealth Services, LLC | 36,817 | $809.6K | 0.21% | +36,817 | New |
| Van Leeuwen & Company, LLC | 33,141 | $821.6K | 0.52% | +33,141 | New |
| Triumph Capital Management | 29,333 | $825.6K | 0.37% | +29,333 | New |
| Keystone Wealth Services, LLC | 29,825 | $832.7K | 0.31% | +29,825 | New |
| Integrated Wealth Concepts LLC | 32,820 | $880.5K | 0.02% | +32,820 | New |
| JPMorgan Chase & Co | 32,516 | $907.8K | 0.00% | +32,516 | New |
| Envestnet Asset Management Inc | 33,474 | $934.6K | 0.00% | +33,474 | New |
| Capital Wealth Management, LLC | 33,637 | $939.1K | 0.51% | +33,637 | New |
| Paradigm Financial Partners, LLC | 34,257 | $956.5K | 0.26% | +34,257 | New |
| Choice Wealth Advisors, LLC | 35,175 | $982.1K | 0.67% | +35,175 | New |
| Harbour Investments, Inc. | 36,406 | $1.02M | 0.05% | +36,406 | New |
| My Legacy Advisors, LLC | 44,665 | $1.08M | 0.42% | +44,665 | New |
| Arete Wealth Advisors, LLC | 38,794 | $1.08M | 0.10% | +38,794 | New |
| Morgan Stanley | 39,599 | $1.11M | 0.00% | +39,599 | New |
| Bank of America Corp | 41,881 | $1.17M | 0.00% | +41,881 | New |
| Rhumbline Advisers | 42,356 | $1.18M | 0.00% | +42,356 | New |
| Retirement Financial Solutions, LLC | 43,701 | $1.22M | 0.84% | +43,701 | New |
| Royal Bank of Canada | 44,912 | $1.25M | 0.00% | +44,912 | New |
| Ameritas Advisory Services, LLC | 56,164 | $1.48M | 0.19% | +56,164 | New |
| Advisory Services Network, LLC | 54,939 | $1.53M | 0.04% | +54,939 | New |
| Cetera Advisors LLC | 57,927 | $1.62M | 0.03% | +57,927 | New |
| Cetera Investment Advisers | 67,862 | $1.89M | 0.02% | +67,862 | New |
| Beacon Capital Management, LLC | 69,466 | $1.94M | 0.51% | +69,466 | New |
| CWM, LLC | 73,406 | $2.05M | 0.01% | +73,406 | New |
| Nuveen Asset Management, LLC | 76,974 | $2.15M | 0.00% | +76,974 | New |
| Cetera Advisor Networks LLC | 89,530 | $2.50M | 0.02% | +89,530 | New |
| TCP Asset Management, LLC | 90,784 | $2.53M | 1.08% | +90,784 | New |
| Bank of New York Mellon Corp | 101,245 | $2.83M | 0.00% | +101,245 | New |
| Commonwealth Equity Services, LLC | 121,355 | $3.39M | 0.01% | +121,355 | New |
| Independent Financial Group, LLC | 135,537 | $3.78M | 0.26% | +135,537 | New |
| LPL Financial LLC | 199,648 | $4.95M | 0.00% | +199,648 | New |
| AE Wealth Management LLC | 229,408 | $6.38M | 0.04% | +229,408 | New |
| Northern Trust Corp | 241,634 | $6.75M | 0.00% | +241,634 | New |
| Cambridge Investment Research Advisors, Inc. | 312,055 | $8.71M | 0.04% | +312,055 | New |
| Advisor Group Holdings, Inc. | 343,287 | $9.59M | 0.02% | +343,287 | New |
| Centaurus Financial, Inc. | 362,936 | $10.1M | 0.89% | +362,936 | New |
| Charles Schwab Investment Management Inc | 425,736 | $11.9M | 0.00% | +425,736 | New |
| State Street Corp | 560,770 | $15.8M | 0.00% | +560,770 | New |
| Geode Capital Management, LLC | 603,791 | $16.9M | 0.00% | +603,791 | New |
| Vanguard Group Inc | 1,742,340 | $48.6M | 0.00% | +1,742,340 | New |
| BlackRock Inc. | 2,109,575 | $58.9M | 0.00% | +2,109,575 | New |
| Private Asset Management Inc | 0 | $0 | 0.00% | −17,256−100.0% | Sold out |