BA
PKST

Bellwether Advisors’s Peakstone Realty Trust PKST Stock Holding History

Bellwether Advisors’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
-4,178
Closed -$55.2K – 450
2025
Q2 		$55.2K Sell
4,178
-201
-5% -$2.47K 0.01% 215
2025
Q1 		$55.2K Sell
4,379
-310
-7% -$3.51K 0.01% 218
2024
Q4 		$51.9K Buy
+4,689
New +$61.1K 0.01% 231

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 $950M AUM 24.12% 1-Year Est. Return

Bellwether Advisors's PKST Position: Q3 2025 in Review

Bellwether Advisors sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 4,178 shares — an estimated $55.2K sold.

Bellwether Advisors first reported a position in PKST in Q4 2024 and held it in 3 quarters. The position peaked at $55.2K in Q2 2025. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Bellwether Advisors reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 4,178 Peakstone Realty Trust shares in Q3 2025, an estimated $55.2K.
  • Bellwether Advisors first reported a position in Peakstone Realty Trust in Q4 2024 and held it in 3 quarters.
  • Bellwether Advisors's Peakstone Realty Trust position peaked at $55.2K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.