Burkett Financial Services’s Peakstone Realty Trust PKST Stock Holding History

Burkett Financial Services’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	-703	Closed	-$9.29K	–	235
2025 Q2	$9.29K	Buy	703 +13	+2%	+$160	﹤0.01%	149
2025 Q1	$8.7K	Buy	690 +13	+2%	+$147	﹤0.01%	171
2024 Q4	$7.5K	Buy	677 +10	+1%	+$130	﹤0.01%	150
2024 Q3	$9.09K	Buy	667 +10	+2%	+$131	﹤0.01%	139
2024 Q2	$6.96K	Buy	657 +12	+2%	+$158	﹤0.01%	146
2024 Q1	$10.4K	Buy	645 +9	+1%	+$138	0.01%	139
2023 Q4	$12.7K	Buy	+636	New	+$10.4K	0.01%	130

Other funds holding PKST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

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

Burkett Financial Services's PKST Position: Q3 2025 in Review

Burkett Financial Services sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 703 shares — an estimated $9.29K sold.

Burkett Financial Services first reported a position in PKST in Q4 2023 and held it in 7 quarters. The position peaked at $12.7K in Q4 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

Burkett Financial Services reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
Burkett Financial Services sold 703 Peakstone Realty Trust shares in Q3 2025, an estimated $9.29K.
Burkett Financial Services first reported a position in Peakstone Realty Trust in Q4 2023 and held it in 7 quarters.
Burkett Financial Services's Peakstone Realty Trust position peaked at $12.7K in Q4 2023.
196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Burkett Financial Services's 13F filing for Q3 2025, filed 24 Nov 2025.