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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 13,069 | $217.5K | 0.01% | +13,069 | New |
| 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 |
| Barclays PLC | 13,027 | $216.8K | 0.00% | +7,493+135.4% | Added |
| Arete Wealth Advisors, LLC | 12,860 | $214.0K | 0.04% | −25,934−66.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,737 | $211.9K | 0.02% | −3,444−21.3% | Reduced |
| Invesco Ltd. | 12,528 | $208.5K | 0.00% | +1,801+16.8% | Added |
| Kovack Advisors, Inc. | 12,252 | $203.9K | 0.03% | +12,252 | New |
| David Loasby | 12,577 | $198.8K | 0.02% | +726+6.1% | Added |
| Balboa Wealth Partners | 11,665 | $194.1K | 0.07% | −513−4.2% | Reduced |
| Wells Fargo & Company | 11,645 | $193.8K | 0.00% | −50−0.4% | Reduced |
| SageView Advisory Group, LLC | 11,612 | $193.2K | 0.01% | +1,254+12.1% | Added |
| Daiwa Securities Group Inc. | 11,421 | $190.0K | 0.00% | +11,262+7,083.0% | Added |
| New York State Common Retirement Fund | 11,395 | $189.6K | 0.00% | +295+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 11,231 | $186.9K | 0.00% | +1,554+16.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,135 | $185.3K | 0.11% | 00.0% | Unchanged |
| MBL Wealth, LLC | 10,590 | $176.2K | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 10,435 | $173.6K | 0.08% | +10,435 | New |
| State Board of Administration of Florida Retirement System | 10,330 | $171.9K | 0.00% | +2,430+30.8% | Added |
| Arizona State Retirement System | 10,234 | $170.3K | 0.00% | +10,234 | New |
| Csenge Advisory Group | 10,232 | $170.3K | 0.01% | +1,556+17.9% | Added |
| UBS Asset Management Americas Inc | 10,200 | $169.7K | 0.00% | +10,200 | New |
| CI Private Wealth, LLC | 10,065 | $167.5K | 0.00% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 10,053 | $167.3K | 0.01% | +2,248+28.8% | Added |
| C2C Wealth Management, LLC | 10,017 | $161.3K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,883 | $131.2K | 0.02% | +13+0.2% | Added |
| STRS Ohio | 7,600 | $126.0K | 0.00% | +1,800+31.0% | Added |
| UBS Group AG | 7,323 | $121.9K | 0.00% | +2,516+52.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,699 | $94.8K | 0.00% | −544−8.7% | Reduced |
| Allworth Financial LP | 5,459 | $90.8K | 0.00% | +339+6.6% | Added |
| Atticus Wealth Management, LLC | 5,021 | $83.6K | 0.03% | −354−6.6% | Reduced |
| Global Retirement Partners, LLC | 4,553 | $72.0K | 0.00% | −23−0.5% | Reduced |
| GWM Advisors LLC | 3,865 | $64.3K | 0.00% | −393−9.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,864 | $64.3K | 0.02% | +3,864 | New |
| Ameritas Investment Partners, Inc. | 3,628 | $60.4K | 0.00% | +1,330+57.9% | Added |
| Citadel Advisors LLC | 3,522 | $58.6K | 0.00% | +3,522 | New |
| Amalgamated Bank | 3,357 | $56.0K | 0.00% | +651+24.1% | Added |
| Trivant Custom Portfolio Group, LLC | 3,346 | $55.7K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,250 | $54.1K | 0.00% | +1,713+111.5% | Added |
| Proequities, Inc. | 2,987 | $50.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,733 | $45.5K | 0.01% | +703+34.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,576 | $42.9K | 0.02% | +48+1.9% | Added |
| Larson Financial Group LLC | 2,529 | $42.1K | 0.00% | −492−16.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,515 | $41.8K | 0.00% | +2,515 | New |
| Creative Financial Designs Inc | 2,457 | $40.9K | 0.00% | −487−16.5% | Reduced |
| Gradient Investments LLC | 2,315 | $38.5K | 0.00% | −692−23.0% | Reduced |
| MCF Advisors LLC | 2,175 | $36.5K | 0.00% | −466−17.6% | Reduced |
| IFP Advisors, Inc | 2,191 | $36.5K | 0.00% | −483−18.1% | Reduced |
| Key Financial Inc | 1,631 | $27.1K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,563 | $26.0K | 0.01% | +1,563 | New |
| Huntington National Bank | 1,538 | $25.6K | 0.00% | +1,538 | New |
| Carmel Capital Partners, LLC | 1,479 | $24.6K | 0.01% | −551−27.1% | Reduced |
| Flaharty Asset Management, LLC | 1,388 | $23.1K | 0.00% | +1,388 | New |
| PSI Advisors, LLC | 1,351 | $22.5K | 0.01% | −51−3.6% | Reduced |
| Silicon Valley Capital Partners | 1,337 | $22.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,352 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,234 | $20.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,062 | $17.7K | 0.00% | +349+48.9% | Added |
| Cary Street Partner Investment Advisory LLC | 989 | $16.5K | 0.00% | −694−41.2% | Reduced |
| McIlrath & Eck, LLC | 983 | $16.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 946 | $15.7K | 0.00% | +463+95.9% | Added |
| RVW Wealth, LLC | 916 | $15.2K | 0.00% | +916 | New |
| TSFG, LLC | 899 | $15.0K | 0.01% | +287+46.9% | Added |
| Richard W. Paul & Associates, LLC | 901 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 763 | $12.7K | 0.00% | −790−50.9% | Reduced |
| Kozak & Associates, Inc. | 773 | $12.0K | 0.00% | +773 | New |
| Insight Financial Services | 653 | $10.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 637 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 616 | $10.3K | 0.00% | +616 | New |
| North Star Investment Management Corp. | 587 | $9.77K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 559 | $9.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 554 | $9.22K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 559 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 580 | $9.00K | 0.00% | +580 | New |
| Cullen/Frost Bankers, Inc. | 484 | $8.06K | 0.00% | +4+0.8% | Added |
| Semmax Financial Advisors Inc. | 533 | $7.31K | 0.00% | +533 | New |
| Impact Partnership Wealth, LLC | 437 | $7.27K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 412 | $6.86K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 383 | $6.37K | 0.00% | +383 | New |
| SOA Wealth Advisors, LLC. | 312 | $5.19K | 0.00% | +312 | New |
| Tradewinds Capital Management, LLC | 280 | $4.66K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 280 | $4.66K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 240 | $3.99K | 0.00% | −576−70.6% | Reduced |
| Center for Financial Planning, Inc. | 239 | $3.98K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 211 | $3.51K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 203 | $3.38K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 156 | $2.60K | 0.00% | +77+97.5% | Added |
| GPS Wealth Strategies Group, LLC | 144 | $2.40K | 0.00% | +1+0.7% | Added |
| Cedar Mountain Advisors, LLC | 129 | $2.15K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $2.09K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 174 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 114 | $1.90K | 0.00% | +114 | New |
| Private Trust Co NA | 88 | $1.73K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 82 | $1.36K | 0.00% | −8,203−99.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1 | $17 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | +5 | New |
| 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 |