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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 11,726 | $233.7K | 0.00% | −1,331−10.2% | Reduced |
| Kolinsky Wealth Management, LLC | 11,707 | $233.3K | 0.21% | −6,943−37.2% | Reduced |
| Mariner, LLC | 11,681 | $232.8K | 0.00% | −2,114−15.3% | Reduced |
| TownSquare Capital, LLC | 11,531 | $229.8K | 0.00% | −1,971−14.6% | Reduced |
| Modern Wealth Management, LLC | 11,186 | $222.9K | 0.03% | +11,186 | New |
| 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 |
| Advisory Services Network, LLC | 11,158 | $222.4K | 0.01% | −39,641−78.0% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,135 | $221.9K | 0.07% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10,978 | $218.8K | 0.06% | −3,732−25.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,808 | $218.1K | 0.01% | −331−2.5% | Reduced |
| Daiwa Securities Group Inc. | 10,837 | $216.0K | 0.00% | −584−5.1% | Reduced |
| MBL Wealth, LLC | 10,590 | $211.1K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 10,422 | $207.7K | 0.00% | +357+3.5% | Added |
| XTX Topco Ltd | 10,368 | $206.6K | 0.05% | +10,368 | New |
| State Board of Administration of Florida Retirement System | 10,330 | $205.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,058 | $200.5K | 0.00% | −176−1.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9,895 | $197.0K | 0.06% | −20,640−67.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,515 | $189.6K | 0.00% | +8,752+1,147.1% | Added |
| Fortis Group Advisors, LLC | 9,020 | $179.8K | 0.04% | +7,457+477.1% | Added |
| Focused Wealth Management, Inc | 7,906 | $157.6K | 0.03% | +23+0.3% | Added |
| STRS Ohio | 7,600 | $151.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 7,400 | $147.5K | 0.00% | +3,535+91.5% | Added |
| UBS Group AG | 6,915 | $137.8K | 0.00% | −408−5.6% | Reduced |
| Allworth Financial LP | 5,469 | $109.0K | 0.00% | +10+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 5,435 | $108.3K | 0.00% | −264−4.6% | Reduced |
| Citigroup Inc | 5,170 | $103.0K | 0.00% | +5,088+6,204.9% | Added |
| Creative Financial Designs Inc | 4,150 | $82.7K | 0.01% | +1,693+68.9% | Added |
| Atticus Wealth Management, LLC | 3,761 | $75.1K | 0.03% | −1,260−25.1% | Reduced |
| Global Retirement Partners, LLC | 4,554 | $74.4K | 0.00% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 3,628 | $72.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,373 | $67.2K | 0.02% | −491−12.7% | Reduced |
| Amalgamated Bank | 3,375 | $67.0K | 0.00% | +18+0.5% | Added |
| Trivant Custom Portfolio Group, LLC | 3,346 | $66.7K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,248 | $64.7K | 0.00% | −2−0.1% | Reduced |
| FMR LLC | 3,184 | $63.5K | 0.00% | +2,238+236.6% | Added |
| ICA Group Wealth Management, LLC | 3,145 | $62.7K | 0.01% | +3,145 | New |
| Proequities, Inc. | 2,987 | $60.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,828 | $56.4K | 0.00% | +1,594+129.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,586 | $51.5K | 0.03% | +10+0.4% | Added |
| Larson Financial Group LLC | 2,545 | $50.7K | 0.00% | +16+0.6% | Added |
| Gradient Investments LLC | 2,315 | $46.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,175 | $43.6K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,813 | $36.1K | 0.00% | −920−33.7% | Reduced |
| Key Financial Inc | 1,631 | $32.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,476 | $29.4K | 0.06% | +1,476 | New |
| Tradition Wealth Management, LLC | 1,352 | $27.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,351 | $26.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,337 | $26.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,184 | $23.6K | 0.00% | +568+92.2% | Added |
| First Pacific Financial | 1,115 | $22.2K | 0.01% | +1,115 | New |
| Fifth Third Bancorp | 1,016 | $20.2K | 0.00% | +604+146.6% | Added |
| McIlrath & Eck, LLC | 983 | $19.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 899 | $18.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 637 | $12.7K | 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 |
| Kozak & Associates, Inc. | 773 | $12.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 587 | $11.7K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 571 | $11.4K | 0.00% | +571 | New |
| Plante Moran Financial Advisors, LLC | 559 | $11.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 559 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 491 | $9.79K | 0.00% | +7+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 480 | $9.57K | 0.00% | +336+233.3% | Added |
| EverSource Wealth Advisors, LLC | 455 | $9.06K | 0.00% | +455 | New |
| Cambridge Trust Co | 449 | $8.95K | 0.00% | +449 | New |
| Sofos Investments, Inc. | 437 | $8.71K | 0.00% | −32,509−98.7% | Reduced |
| Abich Financial Wealth Management LLC | 437 | $8.71K | 0.01% | +437 | New |
| Semmax Financial Advisors Inc. | 533 | $7.63K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 345 | $6.88K | 0.00% | +345 | New |
| SOA Wealth Advisors, LLC. | 312 | $6.22K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 280 | $5.58K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 257 | $5.12K | 0.00% | +257 | New |
| US Bancorp | 240 | $4.78K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 239 | $4.76K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 225 | $4.48K | 0.00% | +225 | New |
| Retirement Group, LLC | 203 | $4.05K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 191 | $3.81K | 0.00% | −2,000−91.3% | Reduced |
| Simplex Trading, LLC | 183 | $3.00K | 0.00% | −397−68.4% | Reduced |
| PrairieView Partners, LLC | 174 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $2.57K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $2.50K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 88 | $1.75K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $1.57K | 0.00% | −77−49.4% | Reduced |
| South State Corp. | 69 | $1.38K | 0.00% | +69 | New |
| The PNC Financial Services Group, Inc. | 4 | $80 | 0.00% | +4 | New |
| Sanctuary Wealth Management, L.L.C. | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| 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 |