Carson Wealth (CWM LLC)
PKST

Carson Wealth (CWM LLC)’s Peakstone Realty Trust PKST Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$1.14M Buy
54,436
+181
+0.3% +$3.38K ﹤0.01% 1468
2025
Q4 		$779K Sell
54,255
-2,261
-4% -$31.2K ﹤0.01% 1652
2025
Q3 		$741K Sell
56,516
-4,850
-8% -$64.6K ﹤0.01% 1576
2025
Q2 		$811K Sell
61,366
-3,718
-6% -$45.7K ﹤0.01% 1360
2025
Q1 		$820K Buy
65,084
+2,182
+3% +$24.7K ﹤0.01% 1246
2024
Q4 		$696K Sell
62,902
-2,235
-3% -$29.1K ﹤0.01% 1256
2024
Q3 		$888K Sell
65,137
-5,260
-7% -$68.9K ﹤0.01% 1108
2024
Q2 		$746K Sell
70,397
-17,951
-20% -$236K ﹤0.01% 1044
2024
Q1 		$1.43M Buy
88,348
+3,595
+4% +$55.2K 0.01% 720
2023
Q4 		$1.69M Sell
84,753
-3,235
-4% -$52.7K 0.01% 614
2023
Q3 		$1.46M Buy
87,988
+14,582
+20% +$310K 0.01% 617
2023
Q2 		$2.05M Buy
+73,406
New +$1.9M 0.01% 515

Other funds holding PKST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PKST Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Peakstone Realty Trust (PKST) stake by 0.33% in Q1 2026, buying an estimated $3.38K and bringing the position to 54,436 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

Carson Wealth (CWM LLC) first reported a position in PKST in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.05M in Q2 2023. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 54,436 shares of Peakstone Realty Trust worth $1.14M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 181 Peakstone Realty Trust shares in Q1 2026, an estimated $3.38K.
  • Peakstone Realty Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1468 holding.
  • Carson Wealth (CWM LLC) first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Peakstone Realty Trust position peaked at $2.05M in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.