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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 15,585 | $310.6K | 0.21% | +1,309+9.2% | Added |
| Invesco Ltd. | 16,196 | $322.8K | 0.00% | +3,668+29.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 16,385 | $326.6K | 0.00% | +5,154+45.9% | Added |
| SageView Advisory Group, LLC | 21,667 | $328.5K | 0.01% | +10,055+86.6% | Added |
| Deutsche Bank AG | 16,755 | $333.9K | 0.00% | +2,042+13.9% | Added |
| State of Alaska, Department of Revenue | 17,006 | $338.0K | 0.00% | −117−0.7% | Reduced |
| Atria Wealth Solutions, Inc. | 17,177 | $342.3K | 0.00% | −5,108−22.9% | Reduced |
| Janus Henderson Group PLC | 17,184 | $342.6K | 0.00% | −28−0.2% | Reduced |
| AQR Capital Management LLC | 17,189 | $342.6K | 0.00% | +17,189 | New |
| FirstPurpose Wealth LLC | 17,619 | $351.1K | 0.13% | −4,205−19.3% | Reduced |
| American International Group, Inc. | 17,995 | $358.6K | 0.00% | −72−0.4% | Reduced |
| Coppell Advisory Solutions LLC | 18,072 | $360.2K | 0.07% | +18,072 | New |
| Glass Jacobson Investment Advisors llc | 18,083 | $360.4K | 0.15% | +60.0% | Added |
| Paradiem, LLC | 18,146 | $361.6K | 0.10% | 00.0% | Unchanged |
| Truist Financial Corp | 18,513 | $369.0K | 0.00% | +1,472+8.6% | Added |
| MetLife Investment Management | 19,448 | $387.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 20,259 | $404.0K | 0.00% | −800−3.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,620 | $405.1K | 0.00% | +1,000+4.6% | Added |
| SG Americas Securities, LLC | 20,484 | $408.0K | 0.00% | +4,130+25.3% | Added |
| Strid Group, LLC | 20,801 | $414.6K | 0.08% | −2,720−11.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,364 | $425.8K | 0.00% | +30+0.1% | Added |
| Cypress Wealth Services, LLC | 21,482 | $428.1K | 0.11% | −10,232−32.3% | Reduced |
| Luken Investment Analytics, LLC | 22,512 | $448.7K | 0.24% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 22,644 | $451.3K | 0.00% | +12,444+122.0% | Added |
| FFG Retirement Advisors LLC | 23,619 | $470.7K | 0.36% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24,112 | $480.6K | 0.34% | +10,905+82.6% | Added |
| Integrated Advisors Network LLC | 24,250 | $483.3K | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 24,340 | $485.1K | 0.01% | −4,508−15.6% | Reduced |
| Envestnet Asset Management Inc | 24,352 | $485.3K | 0.00% | −6,826−21.9% | Reduced |
| Raymond James & Associates | 25,211 | $502.5K | 0.00% | +25,211 | New |
| Capital Wealth Management, LLC | 25,550 | $509.2K | 0.26% | −8,087−24.0% | Reduced |
| Van Leeuwen & Company, LLC | 25,807 | $514.3K | 0.30% | −8,546−24.9% | Reduced |
| Retirement Financial Solutions, LLC | 25,809 | $514.4K | 0.29% | +1,898+7.9% | Added |
| Creekmur Asset Management LLC | 25,939 | $517.0K | 0.16% | +25,939 | New |
| Integrated Wealth Concepts LLC | 26,406 | $526.3K | 0.01% | −6,811−20.5% | Reduced |
| State of Wisconsin Investment Board | 26,711 | $532.4K | 0.00% | +26,711 | New |
| Ameritas Advisory Services, LLC | 31,714 | $536.0K | 0.03% | −31,381−49.7% | Reduced |
| J.W. Cole Advisors, Inc. | 26,983 | $537.8K | 0.03% | −432−1.6% | Reduced |
| Alliancebernstein L.P. | 27,770 | $553.5K | 0.00% | −880−3.1% | Reduced |
| Sigma Planning Corp | 30,407 | $606.0K | 0.05% | −47,910−61.2% | Reduced |
| Cetera Advisor Networks LLC | 30,741 | $612.7K | 0.00% | −5,469−15.1% | Reduced |
| Credit Suisse AG | 31,341 | $624.6K | 0.00% | +5,706+22.3% | Added |
| Keystone Wealth Services, LLC | 31,428 | $626.4K | 0.21% | −1,497−4.5% | Reduced |
| Choice Wealth Advisors, LLC | 32,892 | $655.5K | 0.41% | −2,293−6.5% | Reduced |
| Paradigm Financial Partners, LLC | 33,042 | $658.5K | 0.16% | −3,280−9.0% | Reduced |
| Raffles Associates LP | 33,987 | $677.4K | 0.86% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 44,382 | $714.5K | 0.26% | +232+0.5% | Added |
| Harbour Investments, Inc. | 36,042 | $718.3K | 0.03% | −1,996−5.2% | Reduced |
| California State Teachers Retirement System | 37,983 | $757.0K | 0.00% | −1,782−4.5% | Reduced |
| Legal & General Group Plc | 37,994 | $757.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 38,900 | $775.3K | 0.00% | −200−0.5% | Reduced |
| Thrivent Financial for Lutherans | 39,345 | $784.0K | 0.00% | +12,555+46.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 41,166 | $820.4K | 0.00% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 43,118 | $869.0K | 0.28% | −2,575−5.6% | Reduced |
| Jane Street Group, LLC | 49,654 | $989.6K | 0.00% | +49,654 | New |
| Prime Capital Investment Advisors, LLC | 49,861 | $993.7K | 0.01% | −2,278−4.4% | Reduced |
| Goldman Sachs Group Inc | 53,392 | $1.06M | 0.00% | +343+0.6% | Added |
| Rhumbline Advisers | 55,021 | $1.10M | 0.00% | −55−0.1% | Reduced |
| Beacon Capital Management, LLC | 66,286 | $1.10M | 0.31% | −3,180−4.6% | Reduced |
| Barclays PLC | 56,837 | $1.13M | 0.00% | +43,810+336.3% | Added |
| Cetera Investment Advisers | 57,728 | $1.15M | 0.01% | −10,453−15.3% | Reduced |
| Asset Management One Co.,Ltd. | 58,978 | $1.24M | 0.00% | +3,023+5.4% | Added |
| JPMorgan Chase & Co | 62,745 | $1.25M | 0.00% | +1,380+2.2% | Added |
| Cetera Advisors LLC | 64,227 | $1.28M | 0.02% | +10,754+20.1% | Added |
| Swiss National Bank | 70,900 | $1.41M | 0.00% | −8,200−10.4% | Reduced |
| Bank of America Corp | 78,826 | $1.57M | 0.00% | +18,221+30.1% | Added |
| CWM, LLC | 84,753 | $1.69M | 0.01% | −3,235−3.7% | Reduced |
| Royal Bank of Canada | 84,917 | $1.69M | 0.00% | +23,128+37.4% | Added |
| Nuveen Asset Management, LLC | 89,140 | $1.78M | 0.00% | +1,293+1.5% | Added |
| Triumph Capital Management | 88,930 | $1.79M | 0.76% | +36,875+70.8% | Added |
| Susquehanna International Group, LLP | 97,589 | $1.94M | 0.00% | +83,567+596.0% | Added |
| TCP Asset Management, LLC | 107,055 | $2.13M | 0.79% | −961−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 113,649 | $2.27M | 0.00% | −5,001−4.2% | Reduced |
| Voya Investment Management LLC | 121,702 | $2.43M | 0.00% | +21,586+21.6% | Added |
| Millennium Management LLC | 132,193 | $2.63M | 0.00% | +132,193 | New |
| Bank of New York Mellon Corp | 153,447 | $3.06M | 0.00% | +31,118+25.4% | Added |
| Morgan Stanley | 167,378 | $3.34M | 0.00% | +109,984+191.6% | Added |
| AE Wealth Management LLC | 219,330 | $3.50M | 0.02% | −5,095−2.3% | Reduced |
| Independent Financial Group, LLC | 186,379 | $3.71M | 0.20% | +1,035+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 283,068 | $5.64M | 0.02% | −41,164−12.7% | Reduced |
| LPL Financial LLC | 288,071 | $5.74M | 0.00% | +21,483+8.1% | Added |
| Advisor Group Holdings, Inc. | 296,280 | $5.90M | 0.01% | −157,448−34.7% | Reduced |
| Northern Trust Corp | 321,934 | $6.42M | 0.00% | +14,399+4.7% | Added |
| Charles Schwab Investment Management Inc | 465,779 | $9.28M | 0.00% | +10,449+2.3% | Added |
| Centaurus Financial, Inc. | 505,509 | $10.1M | 0.77% | +19,780+4.1% | Added |
| Geode Capital Management, LLC | 821,894 | $16.4M | 0.00% | +107,802+15.1% | Added |
| State Street Corp | 837,867 | $16.9M | 0.00% | +86,086+11.5% | Added |
| BlackRock Inc. | 2,720,467 | $54.2M | 0.00% | +209,835+8.4% | Added |
| Vanguard Group Inc | 3,571,925 | $71.2M | 0.00% | +1,748,416+95.9% | Added |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −208,322−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −28,078−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −22,662−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −17,528−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −14,358−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,901−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −13,742−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −13,079−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −13,069−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −13,057−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,860−100.0% | Sold out |