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 2025
Institutional positions in Peakstone Realty Trust as of Mar 31, 2025. 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
- 203
- −5 vs. Q4 2024
- Shares held
- 18.3M
- +1.34M (+7.9%) vs. Q4 2024
- Total value
- $230.5M
- +$42.7M (+22.7%) vs. Q4 2024
- New holders
- 33
- 71 more added
- Sold out
- 38
- 60 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 26 | $0 | 0.00% | +26 | New |
| True Wealth Design, LLC | 4 | $51 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 30 | $378 | 0.00% | +30 | New |
| Parkside Financial Bank & Trust | 50 | $630 | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 63 | $778 | 0.00% | +63 | New |
| FSC Wealth Advisors, LLC | 79 | $995 | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 96 | $1.21K | 0.00% | +96 | New |
| US Bancorp | 99 | $1.25K | 0.00% | +99 | New |
| N.E.W. Advisory Services LLC | 114 | $1.44K | 0.00% | +114 | New |
| Salem Investment Counselors Inc | 124 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $1.63K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 159 | $2.00K | 0.00% | +3+1.9% | Added |
| Rossby Financial, LCC | 200 | $2.38K | 0.00% | +200 | New |
| The PNC Financial Services Group, Inc. | 207 | $2.61K | 0.00% | −188−47.6% | Reduced |
| Lindbrook Capital, LLC | 217 | $2.73K | 0.00% | +217 | New |
| Quadrant Capital Group LLC | 229 | $2.89K | 0.00% | +157+218.1% | Added |
| Skopos Labs, Inc. | 272 | $3.43K | 0.00% | +205+306.0% | Added |
| Northwest Capital Management Inc | 280 | $3.53K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 307 | $3.87K | 0.00% | +275+859.4% | Added |
| Simplex Trading, LLC | 336 | $4.00K | 0.00% | −1,896−84.9% | Reduced |
| EverSource Wealth Advisors, LLC | 322 | $4.06K | 0.00% | +322 | New |
| Continuum Advisory, LLC | 344 | $4.33K | 0.00% | −1,143−76.9% | Reduced |
| Central Trust Co | 344 | $4.33K | 0.00% | +344 | New |
| MJT & Associates Financial Advisory Group, Inc. | 350 | $4.41K | 0.00% | +350 | New |
| Semmax Financial Advisors Inc. | 431 | $5.07K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 416 | $5.19K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 421 | $5.30K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $5.32K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 533 | $6.72K | 0.00% | +10+1.9% | Added |
| Gen-Wealth Partners Inc | 581 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 619 | $7.80K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 630 | $7.94K | 0.00% | −539−46.1% | Reduced |
| Whipplewood Advisors, LLC | 7 | $8.55K | 0.01% | +7 | New |
| Burkett Financial Services, LLC | 690 | $8.70K | 0.00% | +13+1.9% | Added |
| ORG Partners LLC | 787 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,045 | $13.2K | 0.00% | +14+1.4% | Added |
| Versant Capital Management, Inc | 1,102 | $13.9K | 0.00% | +1,000+980.4% | Added |
| von Borstel & Associates, Inc. | 1,097 | $14.0K | 0.00% | +1,097 | New |
| CoreCap Advisors, LLC | 1,115 | $14.0K | 0.00% | +1,030+1,211.8% | Added |
| Larson Financial Group LLC | 1,125 | $14.2K | 0.00% | −65−5.5% | Reduced |
| Fortitude Family Office, LLC | 1,159 | $14.6K | 0.01% | −558−32.5% | Reduced |
| Farther Finance Advisors, LLC | 1,152 | $14.7K | 0.00% | +497+75.9% | Added |
| CX Institutional | 1,228 | $15.0K | 0.00% | +1,228 | New |
| Tower Research Capital LLC (TRC) | 1,216 | $15.3K | 0.00% | −203−14.3% | Reduced |
| Assetmark, Inc | 1,237 | $15.6K | 0.00% | +1,237 | New |
| Amalgamated Bank | 1,235 | $16.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,351 | $17.0K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 1,391 | $17.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,454 | $18.3K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,520 | $19.2K | 0.01% | +1,520 | New |
| Signaturefd, LLC | 1,572 | $19.8K | 0.00% | +1,174+295.0% | Added |
| Key Financial Inc | 1,631 | $20.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,733 | $21.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,776 | $22.4K | 0.00% | +126+7.6% | Added |
| TSFG, LLC | 2,051 | $26.0K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2,126 | $26.8K | 0.01% | −1,345−38.7% | Reduced |
| MCF Advisors LLC | 2,175 | $27.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,207 | $27.8K | 0.00% | +43+2.0% | Added |
| Sunbelt Securities, Inc. | 2,289 | $28.8K | 0.00% | −14−0.6% | Reduced |
| California State Teachers Retirement System | 2,646 | $33.3K | 0.00% | −31,336−92.2% | Reduced |
| Spire Wealth Management | 2,702 | $34.0K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 2,740 | $34.5K | 0.00% | +2,740 | New |
| Golden State Wealth Management, LLC | 2,783 | $35.1K | 0.01% | +11+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,106 | $39.1K | 0.00% | +111+3.7% | Added |
| Legal & General Group Plc | 3,116 | $39.3K | 0.00% | −35,187−91.9% | Reduced |
| Ameriflex Group, Inc. | 3,338 | $42.1K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3,346 | $42.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,628 | $45.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,418 | $52.9K | 0.00% | +919+26.3% | Added |
| Bellwether Advisors, LLC | 4,379 | $55.2K | 0.01% | −310−6.6% | Reduced |
| Geneos Wealth Management Inc. | 4,461 | $56.2K | 0.00% | −1,574−26.1% | Reduced |
| Sofos Investments, Inc. | 4,567 | $57.5K | 0.01% | +4,567 | New |
| Medallion Wealth Advisors, LLC | 4,716 | $59.7K | 0.03% | +1,094+30.2% | Added |
| Rothschild Investment LLC | 4,900 | $61.7K | 0.00% | +20+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,125 | $64.6K | 0.02% | −696−12.0% | Reduced |
| WPG Advisers, LLC | 5,162 | $65.0K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 5,902 | $74.4K | 0.00% | +855+16.9% | Added |
| GAMMA Investing LLC | 5,949 | $75.0K | 0.01% | +4,362+274.9% | Added |
| GWM Advisors LLC | 6,942 | $87.5K | 0.00% | +21+0.3% | Added |
| Russell Investments Group, Ltd. | 7,021 | $88.5K | 0.00% | +930+15.3% | Added |
| STRS Ohio | 7,100 | $89.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,212 | $90.9K | 0.00% | −546−7.0% | Reduced |
| Fortis Group Advisors, LLC | 7,498 | $94.5K | 0.02% | +456+6.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,054 | $101.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 8,382 | $105.6K | 0.01% | +8,382 | New |
| Acadian Asset Management LLC | 8,565 | $107.0K | 0.00% | −23,568−73.3% | Reduced |
| Quest Partners LLC | 8,538 | $107.6K | 0.01% | +5,844+216.9% | Added |
| Mather Group, LLC. | 9,323 | $117.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 10,219 | $128.8K | 0.02% | +10,219 | New |
| Wealth Enhancement Advisory Services, LLC | 10,232 | $128.9K | 0.00% | +10,232 | New |
| State Board of Administration of Florida Retirement System | 10,330 | $130.2K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 10,367 | $130.6K | 0.01% | −14,851−58.9% | Reduced |
| Aptus Capital Advisors, LLC | 10,377 | $130.7K | 0.00% | −14,841−58.9% | Reduced |
| PKS Advisory Services, LLC | 10,549 | $132.9K | 0.04% | +10,549 | New |
| Journey Strategic Wealth LLC | 10,564 | $133.1K | 0.00% | −1,132−9.7% | Reduced |
| New York State Common Retirement Fund | 10,605 | $133.6K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10,915 | $137.5K | 0.00% | +185+1.7% | Added |
| Modern Wealth Management, LLC | 11,101 | $139.9K | 0.00% | +525+5.0% | Added |
| Warren Averett Asset Management, LLC | 11,245 | $141.7K | 0.00% | −881−7.3% | Reduced |