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, Q3 2023
Institutional positions in Peakstone Realty Trust as of Sep 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
- 196
- +18 vs. Q2 2023
- Shares held
- 12.3M
- +2.30M (+23.1%) vs. Q2 2023
- Total value
- $206.2M
- −$71.2M (−25.7%) vs. Q2 2023
- New holders
- 42
- 75 more added
- Sold out
- 24
- 43 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| Sanctuary Wealth Management, L.L.C. | 1 | $17 | 0.00% | +1 | New |
| Citigroup Inc | 82 | $1.36K | 0.00% | −8,203−99.0% | Reduced |
| Private Trust Co NA | 88 | $1.73K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 114 | $1.90K | 0.00% | +114 | New |
| PrairieView Partners, LLC | 174 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $2.15K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 144 | $2.40K | 0.00% | +1+0.7% | Added |
| FSC Wealth Advisors, LLC | 156 | $2.60K | 0.00% | +77+97.5% | Added |
| Retirement Group, LLC | 203 | $3.38K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 211 | $3.51K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 239 | $3.98K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 240 | $3.99K | 0.00% | −576−70.6% | Reduced |
| Northwest Capital Management Inc | 280 | $4.66K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 280 | $4.66K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 312 | $5.19K | 0.00% | +312 | New |
| Stonebridge Capital Advisors LLC | 383 | $6.37K | 0.00% | +383 | New |
| Fifth Third Bancorp | 412 | $6.86K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 437 | $7.27K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 533 | $7.31K | 0.00% | +533 | New |
| Cullen/Frost Bankers, Inc. | 484 | $8.06K | 0.00% | +4+0.8% | Added |
| Avion Wealth | 559 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 580 | $9.00K | 0.00% | +580 | New |
| Moisand Fitzgerald Tamayo, LLC | 554 | $9.22K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 559 | $9.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 587 | $9.77K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 616 | $10.3K | 0.00% | +616 | New |
| Farther Finance Advisors, LLC | 637 | $10.6K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 653 | $10.9K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 773 | $12.0K | 0.00% | +773 | New |
| Tower Research Capital LLC (TRC) | 763 | $12.7K | 0.00% | −790−50.9% | Reduced |
| Richard W. Paul & Associates, LLC | 901 | $15.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 899 | $15.0K | 0.01% | +287+46.9% | Added |
| RVW Wealth, LLC | 916 | $15.2K | 0.00% | +916 | New |
| FMR LLC | 946 | $15.7K | 0.00% | +463+95.9% | Added |
| McIlrath & Eck, LLC | 983 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 989 | $16.5K | 0.00% | −694−41.2% | Reduced |
| AdvisorNet Financial, Inc | 1,062 | $17.7K | 0.00% | +349+48.9% | Added |
| Sound Income Strategies, LLC | 1,234 | $20.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,337 | $22.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,351 | $22.5K | 0.01% | −51−3.6% | Reduced |
| Flaharty Asset Management, LLC | 1,388 | $23.1K | 0.00% | +1,388 | New |
| Carmel Capital Partners, LLC | 1,479 | $24.6K | 0.01% | −551−27.1% | Reduced |
| Huntington National Bank | 1,538 | $25.6K | 0.00% | +1,538 | New |
| Fortis Group Advisors, LLC | 1,563 | $26.0K | 0.01% | +1,563 | New |
| Key Financial Inc | 1,631 | $27.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,191 | $36.5K | 0.00% | −483−18.1% | Reduced |
| MCF Advisors LLC | 2,175 | $36.5K | 0.00% | −466−17.6% | Reduced |
| Gradient Investments LLC | 2,315 | $38.5K | 0.00% | −692−23.0% | Reduced |
| Creative Financial Designs Inc | 2,457 | $40.9K | 0.00% | −487−16.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,515 | $41.8K | 0.00% | +2,515 | New |
| Larson Financial Group LLC | 2,529 | $42.1K | 0.00% | −492−16.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,576 | $42.9K | 0.02% | +48+1.9% | Added |
| Sunbelt Securities, Inc. | 2,733 | $45.5K | 0.01% | +703+34.6% | Added |
| Proequities, Inc. | 2,987 | $50.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,250 | $54.1K | 0.00% | +1,713+111.5% | Added |
| Trivant Custom Portfolio Group, LLC | 3,346 | $55.7K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 3,357 | $56.0K | 0.00% | +651+24.1% | Added |
| Citadel Advisors LLC | 3,522 | $58.6K | 0.00% | +3,522 | New |
| Ameritas Investment Partners, Inc. | 3,628 | $60.4K | 0.00% | +1,330+57.9% | Added |
| Sugarloaf Wealth Management, LLC | 3,864 | $64.3K | 0.02% | +3,864 | New |
| GWM Advisors LLC | 3,865 | $64.3K | 0.00% | −393−9.2% | Reduced |
| Global Retirement Partners, LLC | 4,553 | $72.0K | 0.00% | −23−0.5% | Reduced |
| Atticus Wealth Management, LLC | 5,021 | $83.6K | 0.03% | −354−6.6% | Reduced |
| Allworth Financial LP | 5,459 | $90.8K | 0.00% | +339+6.6% | Added |
| Northwestern Mutual Wealth Management Co | 5,699 | $94.8K | 0.00% | −544−8.7% | Reduced |
| UBS Group AG | 7,323 | $121.9K | 0.00% | +2,516+52.3% | Added |
| STRS Ohio | 7,600 | $126.0K | 0.00% | +1,800+31.0% | Added |
| Focused Wealth Management, Inc | 7,883 | $131.2K | 0.02% | +13+0.2% | Added |
| C2C Wealth Management, LLC | 10,017 | $161.3K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,053 | $167.3K | 0.01% | +2,248+28.8% | Added |
| CI Private Wealth, LLC | 10,065 | $167.5K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 10,200 | $169.7K | 0.00% | +10,200 | New |
| Csenge Advisory Group | 10,232 | $170.3K | 0.01% | +1,556+17.9% | Added |
| Arizona State Retirement System | 10,234 | $170.3K | 0.00% | +10,234 | New |
| State Board of Administration of Florida Retirement System | 10,330 | $171.9K | 0.00% | +2,430+30.8% | Added |
| Midwest Professional Planners, LTD. | 10,435 | $173.6K | 0.08% | +10,435 | New |
| MBL Wealth, LLC | 10,590 | $176.2K | 0.02% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 11,135 | $185.3K | 0.11% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,231 | $186.9K | 0.00% | +1,554+16.1% | Added |
| New York State Common Retirement Fund | 11,395 | $189.6K | 0.00% | +295+2.7% | Added |
| Daiwa Securities Group Inc. | 11,421 | $190.0K | 0.00% | +11,262+7,083.0% | Added |
| SageView Advisory Group, LLC | 11,612 | $193.2K | 0.01% | +1,254+12.1% | Added |
| Wells Fargo & Company | 11,645 | $193.8K | 0.00% | −50−0.4% | Reduced |
| Balboa Wealth Partners | 11,665 | $194.1K | 0.07% | −513−4.2% | Reduced |
| David Loasby | 12,577 | $198.8K | 0.02% | +726+6.1% | Added |
| Kovack Advisors, Inc. | 12,252 | $203.9K | 0.03% | +12,252 | New |
| Invesco Ltd. | 12,528 | $208.5K | 0.00% | +1,801+16.8% | Added |
| Ashton Thomas Private Wealth, LLC | 12,737 | $211.9K | 0.02% | −3,444−21.3% | Reduced |
| Arete Wealth Advisors, LLC | 12,860 | $214.0K | 0.04% | −25,934−66.9% | Reduced |
| Barclays PLC | 13,027 | $216.8K | 0.00% | +7,493+135.4% | Added |
| Nisa Investment Advisors, LLC | 13,057 | $217.3K | 0.00% | +3,542+37.2% | Added |
| Murchinson Ltd. | 13,057 | $217.3K | 0.03% | +13,057 | New |
| Gladstone Institutional Advisory LLC | 13,069 | $217.5K | 0.01% | +13,069 | New |
| Avantax Advisory Services, Inc. | 13,079 | $217.6K | 0.00% | −2,849−17.9% | Reduced |
| Dynamic Advisor Solutions LLC | 13,139 | $218.6K | 0.01% | −2,241−14.6% | Reduced |
| Castleview Partners, LLC | 13,207 | $219.8K | 0.20% | +2,725+26.0% | Added |
| Manufacturers Life Insurance Company, The | 13,314 | $221.5K | 0.00% | +2,743+25.9% | Added |