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, Q4 2023
Institutional positions in Peakstone Realty Trust as of Dec 31, 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
- 189
- −7 vs. Q3 2023
- Shares held
- 14.4M
- +2.09M (+17.0%) vs. Q3 2023
- Total value
- $285.0M
- +$78.8M (+38.2%) vs. Q3 2023
- New holders
- 26
- 60 more added
- Sold out
- 33
- 63 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4 | $80 | 0.00% | +4 | New |
| South State Corp. | 69 | $1.38K | 0.00% | +69 | New |
| FSC Wealth Advisors, LLC | 79 | $1.57K | 0.00% | −77−49.4% | Reduced |
| Private Trust Co NA | 88 | $1.75K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $2.57K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 183 | $3.00K | 0.00% | −397−68.4% | Reduced |
| PrairieView Partners, LLC | 174 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 191 | $3.81K | 0.00% | −2,000−91.3% | Reduced |
| Retirement Group, LLC | 203 | $4.05K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 225 | $4.48K | 0.00% | +225 | New |
| Center for Financial Planning, Inc. | 239 | $4.76K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 240 | $4.78K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 257 | $5.12K | 0.00% | +257 | New |
| Northwest Capital Management Inc | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 312 | $6.22K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 345 | $6.88K | 0.00% | +345 | New |
| Semmax Financial Advisors Inc. | 533 | $7.63K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 437 | $8.71K | 0.01% | +437 | New |
| Sofos Investments, Inc. | 437 | $8.71K | 0.00% | −32,509−98.7% | Reduced |
| Cambridge Trust Co | 449 | $8.95K | 0.00% | +449 | New |
| EverSource Wealth Advisors, LLC | 455 | $9.06K | 0.00% | +455 | New |
| GPS Wealth Strategies Group, LLC | 480 | $9.57K | 0.00% | +336+233.3% | Added |
| Cullen/Frost Bankers, Inc. | 491 | $9.79K | 0.00% | +7+1.4% | Added |
| Avion Wealth | 559 | $11.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 559 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 571 | $11.4K | 0.00% | +571 | New |
| North Star Investment Management Corp. | 587 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 773 | $12.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 636 | $12.7K | 0.00% | −426−40.1% | Reduced |
| Burkett Financial Services, LLC | 636 | $12.7K | 0.01% | +636 | New |
| Farther Finance Advisors, LLC | 637 | $12.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 899 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 983 | $19.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,016 | $20.2K | 0.00% | +604+146.6% | Added |
| First Pacific Financial | 1,115 | $22.2K | 0.01% | +1,115 | New |
| SRS Capital Advisors, Inc. | 1,184 | $23.6K | 0.00% | +568+92.2% | Added |
| Silicon Valley Capital Partners | 1,337 | $26.6K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,351 | $26.9K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,352 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,476 | $29.4K | 0.06% | +1,476 | New |
| Key Financial Inc | 1,631 | $32.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,813 | $36.1K | 0.00% | −920−33.7% | Reduced |
| MCF Advisors LLC | 2,175 | $43.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,315 | $46.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,545 | $50.7K | 0.00% | +16+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,586 | $51.5K | 0.03% | +10+0.4% | Added |
| Sound Income Strategies, LLC | 2,828 | $56.4K | 0.00% | +1,594+129.2% | Added |
| Proequities, Inc. | 2,987 | $60.2K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,145 | $62.7K | 0.01% | +3,145 | New |
| FMR LLC | 3,184 | $63.5K | 0.00% | +2,238+236.6% | Added |
| Metropolitan Life Insurance Co | 3,248 | $64.7K | 0.00% | −2−0.1% | Reduced |
| Trivant Custom Portfolio Group, LLC | 3,346 | $66.7K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 3,375 | $67.0K | 0.00% | +18+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 3,373 | $67.2K | 0.02% | −491−12.7% | Reduced |
| Ameritas Investment Partners, Inc. | 3,628 | $72.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,554 | $74.4K | 0.00% | +10.0% | Added |
| Atticus Wealth Management, LLC | 3,761 | $75.1K | 0.03% | −1,260−25.1% | Reduced |
| Creative Financial Designs Inc | 4,150 | $82.7K | 0.01% | +1,693+68.9% | Added |
| Citigroup Inc | 5,170 | $103.0K | 0.00% | +5,088+6,204.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,435 | $108.3K | 0.00% | −264−4.6% | Reduced |
| Allworth Financial LP | 5,469 | $109.0K | 0.00% | +10+0.2% | Added |
| UBS Group AG | 6,915 | $137.8K | 0.00% | −408−5.6% | Reduced |
| GWM Advisors LLC | 7,400 | $147.5K | 0.00% | +3,535+91.5% | Added |
| STRS Ohio | 7,600 | $151.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,906 | $157.6K | 0.03% | +23+0.3% | Added |
| Fortis Group Advisors, LLC | 9,020 | $179.8K | 0.04% | +7,457+477.1% | Added |
| Tower Research Capital LLC (TRC) | 9,515 | $189.6K | 0.00% | +8,752+1,147.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,895 | $197.0K | 0.06% | −20,640−67.6% | Reduced |
| Arizona State Retirement System | 10,058 | $200.5K | 0.00% | −176−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 10,330 | $205.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 10,368 | $206.6K | 0.05% | +10,368 | New |
| CI Private Wealth, LLC | 10,422 | $207.7K | 0.00% | +357+3.5% | Added |
| MBL Wealth, LLC | 10,590 | $211.1K | 0.03% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 10,837 | $216.0K | 0.00% | −584−5.1% | Reduced |
| Dynamic Advisor Solutions LLC | 12,808 | $218.1K | 0.01% | −331−2.5% | Reduced |
| O'Dell Group, LLC | 10,978 | $218.8K | 0.06% | −3,732−25.4% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,135 | $221.9K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,158 | $222.4K | 0.01% | −39,641−78.0% | Reduced |
| Sawtooth Solutions, LLC | 11,165 | $222.5K | 0.01% | +11,165 | New |
| Bleakley Financial Group, LLC | 11,165 | $222.5K | 0.01% | +11,165 | New |
| Modern Wealth Management, LLC | 11,186 | $222.9K | 0.03% | +11,186 | New |
| TownSquare Capital, LLC | 11,531 | $229.8K | 0.00% | −1,971−14.6% | Reduced |
| Mariner, LLC | 11,681 | $232.8K | 0.00% | −2,114−15.3% | Reduced |
| Kolinsky Wealth Management, LLC | 11,707 | $233.3K | 0.21% | −6,943−37.2% | Reduced |
| Nisa Investment Advisors, LLC | 11,726 | $233.7K | 0.00% | −1,331−10.2% | Reduced |
| Lincoln National Corp | 12,093 | $241.0K | 0.00% | −4,139−25.5% | Reduced |
| Ignite Planners, LLC | 13,706 | $252.5K | 0.07% | −13,249−49.2% | Reduced |
| Manufacturers Life Insurance Company, The | 13,768 | $274.4K | 0.00% | +454+3.4% | Added |
| Wells Fargo & Company | 13,941 | $277.8K | 0.00% | +2,296+19.7% | Added |
| Trust Co of Oklahoma | 14,162 | $282.2K | 0.11% | −200−1.4% | Reduced |
| HighTower Advisors, LLC | 14,424 | $287.0K | 0.00% | −1,010−6.5% | Reduced |
| Kestra Advisory Services, LLC | 14,348 | $289.2K | 0.00% | +14,348 | New |
| SeaCrest Wealth Management, LLC | 17,420 | $296.7K | 0.04% | +281+1.6% | Added |
| Creative Planning | 15,016 | $299.3K | 0.00% | −139−0.9% | Reduced |
| HighPoint Advisor Group LLC | 18,680 | $303.0K | 0.02% | +18,680 | New |
| New York State Common Retirement Fund | 15,213 | $303.2K | 0.00% | +3,818+33.5% | Added |