AWM
PKST

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

Atticus 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
2025
Q3 		– Sell
-1,454
Closed -$19.2K – 506
2025
Q2 		$19.2K Hold
1,454
– – 0.01% 416
2025
Q1 		$18.3K Hold
1,454
– – 0.01% 325
2024
Q4 		$16.1K Sell
1,454
-259
-15% -$3.38K 0.01% 350
2024
Q3 		$23.3K Sell
1,713
-3
-0.2% -$39 0.01% 316
2024
Q2 		$18.2K Sell
1,716
-926
-35% -$12.2K 0.01% 322
2024
Q1 		$42.6K Sell
2,642
-1,119
-30% -$17.2K 0.01% 261
2023
Q4 		$75.1K Sell
3,761
-1,260
-25% -$20.5K 0.03% 202
2023
Q3 		$83.6K Sell
5,021
-354
-7% -$7.52K 0.03% 190
2023
Q2 		$150K Buy
+5,375
New +$139K 0.06% 149

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Atticus Wealth Management's PKST Position: Q3 2025 in Review

Atticus Wealth Management sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 1,454 shares — an estimated $19.2K sold.

Atticus Wealth Management first reported a position in PKST in Q2 2023 and held it in 9 quarters. The position peaked at $150K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Atticus Wealth Management reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 1,454 Peakstone Realty Trust shares in Q3 2025, an estimated $19.2K.
  • Atticus Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 9 quarters.
  • Atticus Wealth Management's Peakstone Realty Trust position peaked at $150K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.