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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 13,502 | $224.7K | 0.00% | +2,204+19.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,742 | $228.7K | 0.00% | +13,742 | New |
| Mariner, LLC | 13,795 | $229.5K | 0.00% | −498−3.5% | Reduced |
| Teacher Retirement System of Texas | 13,901 | $231.0K | 0.00% | +13,901 | New |
| Susquehanna International Group, LLP | 14,022 | $233.3K | 0.00% | +4,944+54.5% | Added |
| Concorde Asset Management, LLC | 14,276 | $237.6K | 0.21% | +1,830+14.7% | Added |
| IHT Wealth Management, LLC | 14,358 | $238.9K | 0.01% | +946+7.1% | Added |
| Trust Co of Oklahoma | 14,362 | $239.0K | 0.10% | −3,974−21.7% | Reduced |
| O'Dell Group, LLC | 14,710 | $244.8K | 0.07% | −2,787−15.9% | Reduced |
| Deutsche Bank AG | 14,713 | $244.8K | 0.00% | +3,815+35.0% | Added |
| Creative Planning | 15,155 | $252.2K | 0.00% | −2,850−15.8% | Reduced |
| HighTower Advisors, LLC | 15,434 | $259.0K | 0.00% | −1,921−11.1% | Reduced |
| Lincoln National Corp | 16,232 | $270.1K | 0.01% | −1,074−6.2% | Reduced |
| SG Americas Securities, LLC | 16,354 | $272.0K | 0.00% | +16,354 | New |
| Truist Financial Corp | 17,041 | $283.6K | 0.00% | +17,041 | New |
| State of Alaska, Department of Revenue | 17,123 | $284.0K | 0.00% | +4,103+31.5% | Added |
| SeaCrest Wealth Management, LLC | 17,139 | $285.2K | 0.04% | +1,024+6.4% | Added |
| Janus Henderson Group PLC | 17,212 | $287.2K | 0.00% | +17,212 | New |
| Captrust Financial Advisors | 17,528 | $291.7K | 0.00% | −1,160−6.2% | Reduced |
| American International Group, Inc. | 18,067 | $300.6K | 0.00% | +4,673+34.9% | Added |
| Glass Jacobson Investment Advisors llc | 18,077 | $300.8K | 0.14% | +30.0% | Added |
| Paradiem, LLC | 18,146 | $301.9K | 0.09% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 18,650 | $310.3K | 0.31% | 00.0% | Unchanged |
| MetLife Investment Management | 19,448 | $323.6K | 0.00% | +4,617+31.1% | Added |
| Mercer Global Advisors Inc | 21,059 | $350.0K | 0.00% | −3,207−13.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,334 | $355.0K | 0.00% | +8,384+64.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 21,620 | $359.8K | 0.00% | +21,620 | New |
| FirstPurpose Wealth LLC | 21,824 | $363.2K | 0.16% | −1,937−8.2% | Reduced |
| Atria Wealth Solutions, Inc. | 22,285 | $370.8K | 0.01% | +257+1.2% | Added |
| Luken Investment Analytics, LLC | 22,512 | $374.6K | 0.22% | +512+2.3% | Added |
| Great Lakes Advisors, LLC | 22,662 | $377.1K | 0.00% | +40+0.2% | Added |
| Strid Group, LLC | 23,521 | $391.4K | 0.08% | 00.0% | Unchanged |
| FFG Retirement Advisors LLC | 23,619 | $393.0K | 0.33% | −1,901−7.4% | Reduced |
| Retirement Financial Solutions, LLC | 23,911 | $397.9K | 0.27% | −19,790−45.3% | Reduced |
| Integrated Advisors Network LLC | 24,250 | $403.5K | 0.02% | −986−3.9% | Reduced |
| Ignite Planners, LLC | 26,955 | $424.8K | 0.13% | +26,955 | New |
| Credit Suisse AG | 25,635 | $426.6K | 0.00% | +25,635 | New |
| Thrivent Financial for Lutherans | 26,790 | $446.0K | 0.00% | +26,790 | New |
| J.W. Cole Advisors, Inc. | 27,415 | $456.2K | 0.03% | −1,296−4.5% | Reduced |
| Coldstream Capital Management Inc | 28,078 | $467.2K | 0.02% | −594−2.1% | Reduced |
| Alliancebernstein L.P. | 28,650 | $476.7K | 0.00% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 28,848 | $480.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30,535 | $508.1K | 0.18% | +30,535 | New |
| Envestnet Asset Management Inc | 31,178 | $518.8K | 0.00% | −2,296−6.9% | Reduced |
| Cypress Wealth Services, LLC | 31,714 | $527.7K | 0.15% | −5,103−13.9% | Reduced |
| Keystone Wealth Services, LLC | 32,925 | $547.9K | 0.21% | +3,100+10.4% | Added |
| Integrated Wealth Concepts LLC | 33,217 | $552.7K | 0.01% | +397+1.2% | Added |
| Capital Wealth Management, LLC | 33,637 | $559.7K | 0.31% | 00.0% | Unchanged |
| Raffles Associates LP | 33,987 | $565.5K | 0.75% | +33,987 | New |
| Van Leeuwen & Company, LLC | 34,353 | $571.6K | 0.36% | +1,212+3.7% | Added |
| Choice Wealth Advisors, LLC | 35,185 | $585.5K | 0.41% | +100.0% | Added |
| Paradigm Financial Partners, LLC | 36,322 | $589.5K | 0.16% | +2,065+6.0% | Added |
| Cetera Advisor Networks LLC | 36,210 | $602.5K | 0.00% | −53,320−59.6% | Reduced |
| My Legacy Advisors, LLC | 44,150 | $610.6K | 0.25% | −515−1.2% | Reduced |
| Legal & General Group Plc | 37,994 | $632.2K | 0.00% | +37,994 | New |
| Harbour Investments, Inc. | 38,038 | $633.0K | 0.03% | +1,632+4.5% | Added |
| Nomura Asset Management Co Ltd | 39,100 | $650.6K | 0.00% | +39,100 | New |
| California State Teachers Retirement System | 39,765 | $661.7K | 0.00% | +30,508+329.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,166 | $685.0K | 0.00% | +41,166 | New |
| Drive Wealth Management, LLC | 45,693 | $761.8K | 0.28% | +45,693 | New |
| Advisory Services Network, LLC | 50,799 | $845.3K | 0.02% | −4,140−7.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 52,139 | $867.6K | 0.02% | +52,139 | New |
| Triumph Capital Management | 52,055 | $877.9K | 0.40% | +22,722+77.5% | Added |
| Goldman Sachs Group Inc | 53,049 | $882.7K | 0.00% | +25,903+95.4% | Added |
| Cetera Advisors LLC | 53,473 | $889.8K | 0.01% | −4,454−7.7% | Reduced |
| Rhumbline Advisers | 55,076 | $916.5K | 0.00% | +12,720+30.0% | Added |
| Asset Management One Co.,Ltd. | 55,955 | $931.1K | 0.00% | +55,855+55,855.0% | Added |
| Ameritas Advisory Services, LLC | 63,095 | $936.3K | 0.05% | +6,931+12.3% | Added |
| Morgan Stanley | 57,394 | $955.0K | 0.00% | +17,795+44.9% | Added |
| Bank of America Corp | 60,605 | $1.01M | 0.00% | +18,724+44.7% | Added |
| JPMorgan Chase & Co | 61,365 | $1.02M | 0.00% | +28,849+88.7% | Added |
| Royal Bank of Canada | 61,789 | $1.03M | 0.00% | +16,877+37.6% | Added |
| Cetera Investment Advisers | 68,181 | $1.13M | 0.01% | +319+0.5% | Added |
| Sigma Planning Corp | 78,317 | $1.30M | 0.05% | +78,317 | New |
| Swiss National Bank | 79,100 | $1.32M | 0.00% | +79,100 | New |
| Nuveen Asset Management, LLC | 87,847 | $1.46M | 0.00% | +10,873+14.1% | Added |
| CWM, LLC | 87,988 | $1.46M | 0.01% | +14,582+19.9% | Added |
| Voya Investment Management LLC | 100,116 | $1.67M | 0.00% | +89,065+805.9% | Added |
| Sofos Investments, Inc. | 32,946 | $1.72M | 0.03% | +32,946 | New |
| TCP Asset Management, LLC | 108,016 | $1.80M | 0.77% | +17,232+19.0% | Added |
| Beacon Capital Management, LLC | 69,466 | $1.94M | 0.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 118,650 | $1.97M | 0.00% | −2,705−2.2% | Reduced |
| Bank of New York Mellon Corp | 122,329 | $2.04M | 0.00% | +21,084+20.8% | Added |
| Independent Financial Group, LLC | 185,344 | $3.08M | 0.20% | +49,807+36.7% | Added |
| Weiss Asset Management LP | 208,322 | $3.47M | 0.28% | +208,322 | New |
| AE Wealth Management LLC | 224,425 | $3.75M | 0.02% | −4,983−2.2% | Reduced |
| LPL Financial LLC | 266,588 | $4.44M | 0.00% | +66,940+33.5% | Added |
| Northern Trust Corp | 307,535 | $5.12M | 0.00% | +65,901+27.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 324,232 | $5.39M | 0.03% | +12,177+3.9% | Added |
| Advisor Group Holdings, Inc. | 453,728 | $7.55M | 0.01% | +110,441+32.2% | Added |
| Charles Schwab Investment Management Inc | 455,330 | $7.58M | 0.00% | +29,594+7.0% | Added |
| Centaurus Financial, Inc. | 485,729 | $8.08M | 0.70% | +122,793+33.8% | Added |
| Geode Capital Management, LLC | 714,092 | $11.9M | 0.00% | +110,301+18.3% | Added |
| State Street Corp | 751,781 | $12.7M | 0.00% | +191,011+34.1% | Added |
| Vanguard Group Inc | 1,823,509 | $30.3M | 0.00% | +81,169+4.7% | Added |
| BlackRock Inc. | 2,510,632 | $41.8M | 0.00% | +401,057+19.0% | Added |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −20,902−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −14,134−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −13,541−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |