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, Q3 2024
Institutional positions in Peakstone Realty Trust as of Sep 30, 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
- 187
- +11 vs. Q2 2024
- Shares held
- 15.7M
- +3.28M (+26.4%) vs. Q2 2024
- Total value
- $211.5M
- +$79.5M (+60.2%) vs. Q2 2024
- New holders
- 29
- 55 more added
- Sold out
- 18
- 69 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 12,084 | $164.7K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,010 | $164.0K | 0.00% | +1,148+10.6% | Added |
| Price T Rowe Associates Inc | 11,729 | $160.0K | 0.00% | +172+1.5% | Added |
| Engineers Gate Manager LP | 11,737 | $160.0K | 0.00% | +11,737 | New |
| Journey Strategic Wealth LLC | 11,696 | $159.4K | 0.01% | +11,696 | New |
| SeaCrest Wealth Management, LLC | 11,532 | $157.2K | 0.02% | −19−0.2% | Reduced |
| Accel Wealth Management | 11,264 | $153.5K | 0.06% | −650−5.5% | Reduced |
| Warren Averett Asset Management, LLC | 10,836 | $147.7K | 0.00% | +10,836 | New |
| PFG Investments, LLC | 10,642 | $145.1K | 0.01% | +631+6.3% | Added |
| New York State Common Retirement Fund | 10,605 | $144.5K | 0.00% | +5,000+89.2% | Added |
| MBL Wealth, LLC | 10,590 | $144.3K | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,466 | $142.7K | 0.00% | +293+2.9% | Added |
| IHT Wealth Management, LLC | 10,352 | $141.1K | 0.00% | +10,352 | New |
| State Board of Administration of Florida Retirement System | 10,330 | $140.8K | 0.00% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 10,136 | $138.2K | 0.00% | +10,136 | New |
| Trust Co of Oklahoma | 10,109 | $137.8K | 0.04% | −2,637−20.7% | Reduced |
| CI Private Wealth, LLC | 10,065 | $137.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,438 | $128.6K | 0.00% | +2,695+40.0% | Added |
| Mather Group, LLC. | 9,323 | $127.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 8,982 | $122.4K | 0.00% | +5,290+143.3% | Added |
| Advisory Services Network, LLC | 10,912 | $115.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,701 | $105.0K | 0.00% | +422+5.8% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,616 | $103.0K | 0.03% | −1,448−16.0% | Reduced |
| STRS Ohio | 7,100 | $96.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,904 | $94.1K | 0.00% | −529−7.1% | Reduced |
| SRS Capital Advisors, Inc. | 6,718 | $91.6K | 0.01% | +2,033+43.4% | Added |
| Fortis Group Advisors, LLC | 6,279 | $85.6K | 0.02% | +970+18.3% | Added |
| Newbridge Financial Services Group, Inc. | 5,817 | $79.3K | 0.03% | −243−4.0% | Reduced |
| Rothschild Investment LLC | 4,835 | $65.9K | 0.00% | +4,825+48,250.0% | Added |
| Creekmur Asset Management LLC | 3,921 | $53.4K | 0.01% | −3,419−46.6% | Reduced |
| Ameritas Investment Partners, Inc. | 3,628 | $49.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,568 | $48.6K | 0.00% | −215−5.7% | Reduced |
| UBS Group AG | 3,479 | $47.4K | 0.00% | −2,149−38.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,373 | $46.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3,346 | $45.6K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,995 | $40.8K | 0.00% | +1,504+100.9% | Added |
| Proequities, Inc. | 2,442 | $33.8K | 0.00% | −545−18.2% | Reduced |
| Creative Financial Designs Inc | 2,340 | $31.9K | 0.00% | −1,626−41.0% | Reduced |
| Sunbelt Securities, Inc. | 2,287 | $31.2K | 0.00% | +89+4.0% | Added |
| Fortitude Family Office, LLC | 2,235 | $30.5K | 0.01% | +2,235 | New |
| MCF Advisors LLC | 2,175 | $29.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2,051 | $28.0K | 0.01% | −882−30.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,917 | $26.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,901 | $25.9K | 0.00% | +1+0.1% | Added |
| Simplex Trading, LLC | 1,858 | $25.0K | 0.00% | +950+104.6% | Added |
| Larson Financial Group LLC | 1,810 | $24.7K | 0.00% | −797−30.6% | Reduced |
| Sound Income Strategies, LLC | 1,732 | $23.6K | 0.00% | −291−14.4% | Reduced |
| Atticus Wealth Management, LLC | 1,713 | $23.3K | 0.01% | −3−0.2% | Reduced |
| Key Financial Inc | 1,631 | $22.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,579 | $21.5K | 0.00% | +1,217+336.2% | Added |
| CoreCap Advisors, LLC | 1,566 | $21.3K | 0.00% | −905−36.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,411 | $19.7K | 0.00% | +364+34.8% | Added |
| Public Employees Retirement System of Ohio | 1,418 | $19.3K | 0.00% | +502+54.8% | Added |
| Continuum Advisory, LLC | 1,487 | $19.3K | 0.00% | −131−8.1% | Reduced |
| PSI Advisors, LLC | 1,351 | $18.4K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 1,235 | $17.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,025 | $14.0K | 0.00% | +15+1.5% | Added |
| McIlrath & Eck, LLC | 1,016 | $13.8K | 0.00% | +11+1.1% | Added |
| Gen-Wealth Partners Inc | 993 | $13.1K | 0.01% | −1,093−52.4% | Reduced |
| Vista Private Wealth Partners. LLC | 831 | $11.3K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 828 | $11.3K | 0.00% | +828 | New |
| ORG Partners LLC | 787 | $10.7K | 0.00% | +787 | New |
| The PNC Financial Services Group, Inc. | 690 | $9.40K | 0.00% | +666+2,775.0% | Added |
| Burkett Financial Services, LLC | 667 | $9.09K | 0.00% | +10+1.5% | Added |
| Farther Finance Advisors, LLC | 655 | $8.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 619 | $8.44K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 571 | $7.78K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 515 | $7.01K | 0.00% | −471−47.8% | Reduced |
| Meeder Asset Management Inc | 481 | $6.56K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 476 | $6.49K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 431 | $5.73K | 0.00% | −102−19.1% | Reduced |
| SOA Wealth Advisors, LLC. | 312 | $4.25K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 280 | $3.82K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 153 | $2.09K | 0.00% | +2+1.3% | Added |
| Point72 (DIFC) Ltd | 144 | $1.96K | 0.00% | +144 | New |
| Cedar Mountain Advisors, LLC | 129 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 127 | $1.73K | 0.00% | +127 | New |
| Salem Investment Counselors Inc | 124 | $1.72K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 79 | $1.08K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $654 | 0.00% | +48 | New |
| GeoWealth Management, LLC | 19 | $259 | 0.00% | +19 | New |
| Capital Performance Advisors LLP | 11 | $150 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 3 | $37 | 0.00% | +3 | New |
| Sanctuary Wealth Management, L.L.C. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 185,940 | – | – | +175,008+1,600.9% | Added |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −42,476−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −28,076−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −19,954−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −17,574−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −15,875−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −12,357−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −11,779−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,619−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −10,208−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,864−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |