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, Q2 2025
Institutional positions in Peakstone Realty Trust as of Jun 30, 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
- 199
- −1 vs. Q1 2025
- Shares held
- 18.9M
- +626.2K (+3.4%) vs. Q1 2025
- Total value
- $249.8M
- +$19.5M (+8.5%) vs. Q1 2025
- New holders
- 23
- 62 more added
- Sold out
- 24
- 75 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Peakstone Realty Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 11,636 | $153.7K | 0.00% | −448−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 11,562 | $152.7K | 0.00% | +317+2.8% | Added |
| Nisa Investment Advisors, LLC | 11,254 | $151.7K | 0.00% | −1,986−15.0% | Reduced |
| Merit Financial Group, LLC | 11,214 | $148.1K | 0.00% | +11,214 | New |
| Modern Wealth Management, LLC | 11,072 | $146.3K | 0.00% | −29−0.3% | Reduced |
| New York State Common Retirement Fund | 10,605 | $140.1K | 0.00% | 00.0% | Unchanged |
| MBL Wealth, LLC | 10,590 | $139.9K | 0.01% | +10,590 | New |
| Journey Strategic Wealth LLC | 10,589 | $139.9K | 0.00% | +25+0.2% | Added |
| Aptus Capital Advisors, LLC | 10,387 | $137.2K | 0.00% | +10+0.1% | Added |
| Guardian Wealth Advisors, LLC | 10,380 | $137.1K | 0.01% | +13+0.1% | Added |
| State Board of Administration of Florida Retirement System | 10,330 | $136.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,225 | $121.9K | 0.01% | +3,276+55.1% | Added |
| Quest Partners LLC | 8,538 | $112.8K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 8,054 | $106.4K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 7,371 | $97.4K | 0.00% | +7,371 | New |
| Northwestern Mutual Wealth Management Co | 7,330 | $96.8K | 0.00% | +118+1.6% | Added |
| Acadian Asset Management LLC | 7,183 | $94.0K | 0.00% | −1,382−16.1% | Reduced |
| STRS Ohio | 7,100 | $93.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 7,020 | $92.7K | 0.02% | −478−6.4% | Reduced |
| GWM Advisors LLC | 6,963 | $92.0K | 0.00% | +21+0.3% | Added |
| BNP Paribas Arbitrage, SA | 5,545 | $73.2K | 0.00% | −8,944−61.7% | Reduced |
| FMR LLC | 5,490 | $72.5K | 0.00% | −412−7.0% | Reduced |
| Geneos Wealth Management Inc. | 5,381 | $71.1K | 0.00% | +920+20.6% | Added |
| WPG Advisers, LLC | 5,162 | $68.2K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,102 | $67.4K | 0.01% | −23−0.4% | Reduced |
| Rothschild Investment LLC | 4,870 | $64.3K | 0.00% | −30−0.6% | Reduced |
| Allworth Financial LP | 4,458 | $58.9K | 0.00% | +40+0.9% | Added |
| Financial Gravity Companies, Inc. | 4,338 | $57.3K | 0.01% | +4,338 | New |
| Bellwether Advisors, LLC | 4,178 | $55.2K | 0.01% | −201−4.6% | Reduced |
| Russell Investments Group, Ltd. | 4,053 | $53.5K | 0.00% | −2,968−42.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,767 | $49.8K | 0.00% | +2,551+209.8% | Added |
| Ameritas Investment Partners, Inc. | 3,628 | $47.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,347 | $44.2K | 0.00% | +231+7.4% | Added |
| Medallion Wealth Advisors, LLC | 3,241 | $43.5K | 0.02% | −1,475−31.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,995 | $39.6K | 0.00% | −111−3.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,651 | $35.0K | 0.00% | +2,651 | New |
| California State Teachers Retirement System | 2,646 | $35.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,385 | $31.5K | 0.02% | −953−28.6% | Reduced |
| Creative Financial Designs Inc | 2,249 | $29.7K | 0.00% | +42+1.9% | Added |
| MCF Advisors LLC | 2,175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,170 | $28.7K | 0.00% | +2,170 | New |
| TSFG, LLC | 2,051 | $27.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2,186 | $26.3K | 0.01% | +2,186 | New |
| Spire Wealth Management | 1,971 | $26.0K | 0.00% | −731−27.1% | Reduced |
| Sunbelt Securities, Inc. | 2,303 | $25.5K | 0.00% | +14+0.6% | Added |
| SRS Capital Advisors, Inc. | 1,776 | $23.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,773 | $23.4K | 0.00% | +1,566+756.5% | Added |
| Golden State Wealth Management, LLC | 1,645 | $21.7K | 0.00% | −1,138−40.9% | Reduced |
| Key Financial Inc | 1,631 | $21.5K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,520 | $20.1K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,503 | $19.9K | 0.00% | +1,503 | New |
| Atticus Wealth Management, LLC | 1,454 | $19.2K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,405 | $18.6K | 0.00% | −328−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,339 | $17.7K | 0.00% | +806+151.2% | Added |
| Creekmur Asset Management LLC | 1,320 | $17.4K | 0.00% | −806−37.9% | Reduced |
| Amalgamated Bank | 1,235 | $16.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,228 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,170 | $15.5K | 0.00% | +45+4.0% | Added |
| Signaturefd, LLC | 1,114 | $14.7K | 0.00% | −458−29.1% | Reduced |
| McIlrath & Eck, LLC | 1,057 | $14.0K | 0.00% | +12+1.1% | Added |
| Farther Finance Advisors, LLC | 993 | $13.1K | 0.00% | −159−13.8% | Reduced |
| Sterling Capital Management LLC | 979 | $12.9K | 0.00% | +349+55.4% | Added |
| Gitterman Wealth Management, LLC | 837 | $11.1K | 0.00% | +837 | New |
| ORG Partners LLC | 787 | $10.7K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 703 | $9.29K | 0.00% | +13+1.9% | Added |
| Whipplewood Advisors, LLC | 679 | $8.97K | 0.00% | +672+9,600.0% | Added |
| CIBC Private Wealth Group, LLC | 641 | $8.47K | 0.00% | +641 | New |
| Bare Financial Services, Inc | 619 | $8.18K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 523 | $6.91K | 0.00% | −58−10.0% | Reduced |
| Millstone Evans Group, LLC | 421 | $5.56K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 416 | $5.55K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 431 | $5.21K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 422 | $5.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 352 | $5.00K | 0.00% | +352 | New |
| MJT & Associates Financial Advisory Group, Inc. | 350 | $4.62K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 344 | $4.54K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 298 | $3.94K | 0.00% | −24−7.5% | Reduced |
| Northwest Capital Management Inc | 280 | $3.70K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 282 | $3.00K | 0.00% | −54−16.1% | Reduced |
| Versant Capital Management, Inc | 210 | $2.77K | 0.00% | −892−80.9% | Reduced |
| Rossby Financial, LCC | 200 | $2.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 162 | $2.13K | 0.00% | +3+1.9% | Added |
| Skopos Labs, Inc. | 142 | $1.88K | 0.00% | −130−47.8% | Reduced |
| Cedar Mountain Advisors, LLC | 129 | $1.70K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 124 | $1.67K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 114 | $1.51K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 109 | $1.44K | 0.00% | −198−64.5% | Reduced |
| MAI Capital Management | 72 | $952 | 0.00% | +72 | New |
| Assetmark, Inc | 71 | $938 | 0.00% | −1,166−94.3% | Reduced |
| Cornerstone Planning Group LLC | 63 | $877 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 59 | $779 | 0.00% | −40−40.4% | Reduced |
| Huntington National Bank | 54 | $713 | 0.00% | +54 | New |
| Parkside Financial Bank & Trust | 50 | $661 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $397 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $185 | 0.00% | 0 | New |
| True Wealth Design, LLC | 7 | $93 | 0.00% | +3+75.0% | Added |
| Essential Partners LLC | 1 | $13 | 0.00% | +1 | New |
| Bessemer Group Inc | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $0 | 0.00% | +31+775.0% | Added |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −31,017−100.0% | Sold out |