AWM
PKST

AE Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

AE Wealth Management’s Portfolio PKST Stock Details PKST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15,875
Closed -$172K – 1308
2024
Q2 		$172K Buy
+15,875
New +$209K ﹤0.01% 1178
2024
Q1 		– Sell
-219,330
Closed -$3.5M – 1759
2023
Q4 		$3.5M Sell
219,330
-5,095
-2% -$83K 0.02% 709
2023
Q3 		$3.75M Sell
224,425
-4,983
-2% -$106K 0.02% 628
2023
Q2 		$6.38M Buy
+229,408
New +$5.95M 0.04% 475

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AE Wealth Management's PKST Position: Q3 2024 in Review

AE Wealth Management sold out of Peakstone Realty Trust (PKST) in Q3 2024, closing a stake of 15,875 shares — an estimated $172K sold.

AE Wealth Management first reported a position in PKST in Q2 2023 and held it in 4 quarters. The position peaked at $6.38M in Q2 2023. 187 funds tracked by Wall St. Rank hold PKST as of Q3 2024.

  • AE Wealth Management reported no remaining Peakstone Realty Trust position as of Q3 2024 after selling out during the quarter.
  • AE Wealth Management sold 15,875 Peakstone Realty Trust shares in Q3 2024, an estimated $172K.
  • AE Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 4 quarters.
  • AE Wealth Management's Peakstone Realty Trust position peaked at $6.38M in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2024.

Based on AE Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.