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, Q1 2024
Institutional positions in Peakstone Realty Trust as of Mar 31, 2024. 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
- 178
- −9 vs. Q4 2023
- Shares held
- 14.4M
- +95.0K (+0.7%) vs. Q4 2023
- Total value
- $233.0M
- −$51.4M (−18.1%) vs. Q4 2023
- New holders
- 22
- 57 more added
- Sold out
- 31
- 61 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Creative Planning | 17,158 | $277.0K | 0.00% | +2,142+14.3% | Added |
| Deutsche Bank AG | 17,186 | $277.2K | 0.00% | +431+2.6% | Added |
| Glass Jacobson Investment Advisors llc | 17,457 | $281.6K | 0.11% | −626−3.5% | Reduced |
| Coppell Advisory Solutions Corp. | 17,725 | $285.9K | 0.05% | +17,725 | New |
| American International Group, Inc. | 17,842 | $287.8K | 0.00% | −153−0.9% | Reduced |
| Paradiem, LLC | 18,146 | $292.7K | 0.07% | 00.0% | Unchanged |
| Truist Financial Corp | 18,516 | $298.7K | 0.00% | +30.0% | Added |
| Strid Group, LLC | 19,029 | $306.9K | 0.06% | −1,772−8.5% | Reduced |
| MetLife Investment Management | 19,448 | $313.7K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,626 | $316.6K | 0.00% | +19,626 | New |
| Concorde Asset Management, LLC | 19,668 | $317.2K | 0.22% | +4,083+26.2% | Added |
| Mercer Global Advisors Inc | 19,884 | $321.0K | 0.00% | −375−1.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 20,950 | $337.9K | 0.00% | +4,565+27.9% | Added |
| Capital Wealth Management, LLC | 20,994 | $338.6K | 0.16% | −4,556−17.8% | Reduced |
| Luken Investment Analytics, LLC | 22,116 | $356.7K | 0.18% | −396−1.8% | Reduced |
| Retirement Financial Solutions, LLC | 22,407 | $361.4K | 0.19% | −3,402−13.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,620 | $364.9K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 22,644 | $365.2K | 0.00% | 00.0% | Unchanged |
| FFG Retirement Advisors LLC | 23,619 | $381.0K | 0.27% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 24,008 | $387.2K | 0.01% | −332−1.4% | Reduced |
| Castleview Partners, LLC | 24,216 | $390.6K | 0.22% | +104+0.4% | Added |
| Integrated Advisors Network LLC | 24,310 | $392.1K | 0.02% | +60+0.2% | Added |
| J.W. Cole Advisors, Inc. | 24,600 | $396.8K | 0.02% | −2,383−8.8% | Reduced |
| Integrated Wealth Concepts LLC | 24,723 | $398.8K | 0.01% | −1,683−6.4% | Reduced |
| Van Leeuwen & Company, LLC | 25,094 | $404.8K | 0.21% | −713−2.8% | Reduced |
| Alliancebernstein L.P. | 26,100 | $421.0K | 0.00% | −1,670−6.0% | Reduced |
| Envestnet Asset Management Inc | 26,566 | $428.5K | 0.00% | +2,214+9.1% | Added |
| Bank of America Corp | 27,292 | $440.2K | 0.00% | −51,534−65.4% | Reduced |
| Thrivent Financial for Lutherans | 27,287 | $441.0K | 0.00% | −12,058−30.6% | Reduced |
| Raffles Associates LP | 30,987 | $499.8K | 0.58% | −3,000−8.8% | Reduced |
| Keystone Wealth Services, LLC | 31,649 | $510.5K | 0.17% | +221+0.7% | Added |
| Guardian Wealth Advisors, LLC | 31,758 | $512.3K | 0.06% | +31,758 | New |
| Aptus Capital Advisors, LLC | 32,389 | $522.4K | 0.01% | +32,389 | New |
| Barclays PLC | 32,535 | $524.8K | 0.00% | −24,302−42.8% | Reduced |
| Choice Wealth Advisors, LLC | 32,591 | $525.7K | 0.32% | −301−0.9% | Reduced |
| Harbour Investments, Inc. | 32,927 | $531.1K | 0.02% | −3,115−8.6% | Reduced |
| Credit Suisse AG | 34,199 | $551.6K | 0.00% | +2,858+9.1% | Added |
| California State Teachers Retirement System | 36,008 | $580.8K | 0.00% | −1,975−5.2% | Reduced |
| Legal & General Group Plc | 37,994 | $612.8K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 40,001 | $645.2K | 0.00% | −1,165−2.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 41,464 | $668.8K | 0.01% | −8,397−16.8% | Reduced |
| Drive Wealth Management, LLC | 42,703 | $689.0K | 0.19% | −415−1.0% | Reduced |
| Nomura Asset Management Co Ltd | 43,000 | $693.6K | 0.00% | +4,100+10.5% | Added |
| Ameritas Advisory Services, LLC | 48,813 | $698.5K | 0.03% | +17,099+53.9% | Added |
| Goldman Sachs Group Inc | 44,041 | $710.4K | 0.00% | −9,351−17.5% | Reduced |
| Royal Bank of Canada | 44,967 | $725.0K | 0.00% | −39,950−47.0% | Reduced |
| My Legacy Advisors, LLC | 45,106 | $727.6K | 0.24% | +724+1.6% | Added |
| Asset Management One Co.,Ltd. | 51,712 | $834.1K | 0.00% | −7,266−12.3% | Reduced |
| AQR Capital Management LLC | 53,816 | $868.1K | 0.00% | +36,627+213.1% | Added |
| State of Wisconsin Investment Board | 54,055 | $871.9K | 0.00% | +27,344+102.4% | Added |
| Citadel Advisors LLC | 54,114 | $872.9K | 0.00% | +54,114 | New |
| Rhumbline Advisers | 56,481 | $911.0K | 0.00% | +1,460+2.7% | Added |
| Beacon Capital Management, LLC | 59,853 | $965.4K | 0.20% | −6,433−9.7% | Reduced |
| Swiss National Bank | 70,900 | $1.14M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 73,891 | $1.19M | 0.00% | +11,146+17.8% | Added |
| Sigma Planning Corp | 83,905 | $1.35M | 0.04% | +53,498+175.9% | Added |
| Nuveen Asset Management, LLC | 85,796 | $1.38M | 0.00% | −3,344−3.8% | Reduced |
| CWM, LLC | 88,348 | $1.43M | 0.01% | +3,595+4.2% | Added |
| Morgan Stanley | 103,696 | $1.67M | 0.00% | −63,682−38.0% | Reduced |
| TCP Asset Management, LLC | 110,136 | $1.78M | 0.47% | +3,081+2.9% | Added |
| Kestra Advisory Services, LLC | 111,375 | $1.82M | 0.01% | +97,027+676.2% | Added |
| Commonwealth Equity Services, LLC | 114,417 | $1.85M | 0.00% | +768+0.7% | Added |
| Invesco Ltd. | 121,639 | $1.96M | 0.00% | +105,443+651.0% | Added |
| Millennium Management LLC | 138,467 | $2.23M | 0.00% | +6,274+4.7% | Added |
| Bank of New York Mellon Corp | 143,796 | $2.32M | 0.00% | −9,651−6.3% | Reduced |
| Voya Investment Management LLC | 153,529 | $2.48M | 0.00% | +31,827+26.2% | Added |
| Cetera Investment Advisers | 159,396 | $2.57M | 0.01% | +101,668+176.1% | Added |
| Independent Financial Group, LLC | 197,627 | $3.19M | 0.15% | +11,248+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 255,788 | $4.13M | 0.02% | −27,280−9.6% | Reduced |
| Advisor Group Holdings, Inc. | 259,809 | $4.19M | 0.01% | −36,471−12.3% | Reduced |
| LPL Financial LLC | 291,219 | $4.70M | 0.00% | +3,148+1.1% | Added |
| Northern Trust Corp | 315,243 | $5.08M | 0.00% | −6,691−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 579,610 | $9.35M | 0.00% | +113,831+24.4% | Added |
| Centaurus Financial, Inc. | 773,471 | $12.5M | 0.87% | +267,962+53.0% | Added |
| Geode Capital Management, LLC | 838,980 | $13.5M | 0.00% | +17,086+2.1% | Added |
| State Street Corp | 882,607 | $14.4M | 0.00% | +44,740+5.3% | Added |
| BlackRock Inc. | 2,670,628 | $43.1M | 0.00% | −49,839−1.8% | Reduced |
| Vanguard Group Inc | 3,618,361 | $58.4M | 0.00% | +46,436+1.3% | Added |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −219,330−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −97,589−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −64,227−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,654−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −33,042−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −30,741−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −21,364−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −21,667−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −12,093−100.0% | Sold out |
| Kolinsky Wealth Management, LLC | 0 | $0 | 0.00% | −11,707−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,531−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −10,978−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,368−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −10,058−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −7,906−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,016−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −587−100.0% | Sold out |