CP
PKST

Castleview Partners’s Peakstone Realty Trust PKST Stock Holding History

Castleview Partners’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
Q4 		– Sell
-19,187
Closed -$262K – 612
2024
Q3 		$262K Sell
19,187
-1,158
-6% -$15.2K 0.15% 146
2024
Q2 		$216K Sell
20,345
-3,871
-16% -$50.9K 0.12% 167
2024
Q1 		$391K Buy
24,216
+104
+0.4% +$1.6K 0.22% 110
2023
Q4 		$481K Buy
24,112
+10,905
+83% +$178K 0.34% 66
2023
Q3 		$220K Buy
13,207
+2,725
+26% +$57.9K 0.2% 106
2023
Q2 		$293K Buy
+10,482
New +$272K 0.26% 85

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Castleview Partners's PKST Position: Q4 2024 in Review

Castleview Partners sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 19,187 shares — an estimated $262K sold.

Castleview Partners first reported a position in PKST in Q2 2023 and held it in 6 quarters. The position peaked at $481K in Q4 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • Castleview Partners reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Castleview Partners sold 19,187 Peakstone Realty Trust shares in Q4 2024, an estimated $262K.
  • Castleview Partners first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 6 quarters.
  • Castleview Partners's Peakstone Realty Trust position peaked at $481K in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.