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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 11,206 | $180.8K | 0.02% | +20+0.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 11,135 | $179.6K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,757 | $173.5K | 0.00% | −401−3.6% | Reduced |
| MBL Wealth, LLC | 10,590 | $170.8K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 10,541 | $170.0K | 0.07% | +10,541 | New |
| PFG Investments, LLC | 10,506 | $169.5K | 0.01% | +10,506 | New |
| CI Private Wealth, LLC | 10,422 | $168.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,377 | $168.0K | 0.00% | +10,377 | New |
| Balyasny Asset Management LLC | 10,074 | $162.5K | 0.00% | +10,074 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9,785 | $157.8K | 0.05% | −110−1.1% | Reduced |
| GWM Advisors LLC | 7,414 | $119.6K | 0.00% | +14+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 7,279 | $117.4K | 0.00% | +1,844+33.9% | Added |
| Citigroup Inc | 7,164 | $115.6K | 0.00% | +1,994+38.6% | Added |
| STRS Ohio | 7,100 | $114.0K | 0.00% | −500−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 6,950 | $112.1K | 0.05% | +4,364+168.8% | Added |
| Quantbot Technologies LP | 6,481 | $104.5K | 0.01% | +6,136+1,778.6% | Added |
| UBS Group AG | 6,339 | $102.2K | 0.00% | −576−8.3% | Reduced |
| Fortis Group Advisors, LLC | 5,309 | $85.6K | 0.02% | −3,711−41.1% | Reduced |
| Creative Financial Designs Inc | 4,885 | $78.8K | 0.01% | +735+17.7% | Added |
| Global Retirement Partners, LLC | 4,554 | $73.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,442 | $71.6K | 0.00% | −1,027−18.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,628 | $58.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,373 | $54.4K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3,346 | $54.0K | 0.03% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,258 | $52.6K | 0.00% | +10+0.3% | Added |
| FMR LLC | 3,171 | $51.1K | 0.00% | −13−0.4% | Reduced |
| Gen-Wealth Partners Inc | 3,150 | $50.8K | 0.03% | +3,150 | New |
| Proequities, Inc. | 2,987 | $48.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,956 | $47.7K | 0.00% | +2,956 | New |
| ICA Group Wealth Management, LLC | 2,917 | $47.1K | 0.01% | −228−7.2% | Reduced |
| Sound Income Strategies, LLC | 2,651 | $42.8K | 0.00% | −177−6.3% | Reduced |
| Atticus Wealth Management, LLC | 2,642 | $42.6K | 0.01% | −1,119−29.8% | Reduced |
| Larson Financial Group LLC | 2,561 | $41.3K | 0.00% | +16+0.6% | Added |
| Gradient Investments LLC | 2,315 | $37.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,175 | $35.4K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,051 | $33.0K | 0.01% | +1,152+128.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,917 | $31.4K | 0.00% | +1,917 | New |
| Sunbelt Securities, Inc. | 1,821 | $29.4K | 0.00% | +8+0.4% | Added |
| SRS Capital Advisors, Inc. | 1,650 | $26.6K | 0.00% | +466+39.4% | Added |
| Key Financial Inc | 1,631 | $26.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,566 | $25.3K | 0.00% | +1,566 | New |
| Continuum Advisory, LLC | 1,618 | $24.1K | 0.00% | +1,618 | New |
| PSI Advisors, LLC | 1,351 | $21.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,476 | $20.6K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 1,235 | $20.0K | 0.00% | −2,140−63.4% | Reduced |
| First Pacific Financial | 1,115 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 995 | $16.0K | 0.00% | +12+1.2% | Added |
| Kozak & Associates, Inc. | 798 | $11.5K | 0.00% | +25+3.2% | Added |
| Tower Research Capital LLC (TRC) | 651 | $10.5K | 0.00% | −8,864−93.2% | Reduced |
| Burkett Financial Services, LLC | 645 | $10.4K | 0.01% | +9+1.4% | Added |
| Farther Finance Advisors, LLC | 637 | $9.79K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 571 | $9.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 437 | $8.71K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 539 | $8.69K | 0.00% | +539 | New |
| Cullen/Frost Bankers, Inc. | 498 | $8.04K | 0.00% | +7+1.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 485 | $8.00K | 0.00% | +485 | New |
| Semmax Financial Advisors Inc. | 533 | $7.94K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 487 | $7.85K | 0.00% | +7+1.5% | Added |
| Abich Financial Wealth Management LLC | 437 | $7.05K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 469 | $6.55K | 0.00% | +14+3.1% | Added |
| Public Employees Retirement System of Ohio | 405 | $6.53K | 0.00% | +405 | New |
| SOA Wealth Advisors, LLC. | 312 | $5.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 287 | $4.63K | 0.00% | +287 | New |
| Tradewinds Capital Management, LLC | 280 | $4.52K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 280 | $4.52K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 257 | $4.14K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 239 | $3.85K | 0.00% | −1−0.4% | Reduced |
| Retirement Group, LLC | 203 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $2.08K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $2.03K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 139 | $2.00K | 0.00% | −44−24.0% | Reduced |
| FSC Wealth Advisors, LLC | 79 | $1.27K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 39 | $629 | 0.00% | +39 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $112 | 0.00% | +7 | New |
| The PNC Financial Services Group, Inc. | 6 | $97 | 0.00% | +2+50.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $2 | 0.00% | −1,337−100.0% | Reduced |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |