CA
PKST

Cetera Advisors’s Peakstone Realty Trust PKST Stock Holding History

Cetera 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
2024
Q1 		$1.74M Buy
108,152
+43,925
+68% +$674K 0.01% 876
2023
Q4 		$1.28M Buy
64,227
+10,754
+20% +$175K 0.02% 677
2023
Q3 		$890K Sell
53,473
-4,454
-8% -$94.6K 0.01% 774
2023
Q2 		$1.62M Buy
+57,927
New +$1.5M 0.03% 538

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
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Advisors's PKST Position: Q1 2024 in Review

Cetera Advisors increased its Peakstone Realty Trust (PKST) stake by 68% in Q1 2024, buying an estimated $674K and bringing the position to 108,152 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #876.

Cetera Advisors first reported a position in PKST in Q2 2023 and has held it in 4 quarters since. 179 funds tracked by Wall St. Rank hold PKST as of Q1 2024.

  • Cetera Advisors held 108,152 shares of Peakstone Realty Trust worth $1.74M as of Q1 2024.
  • Cetera Advisors bought 43,925 Peakstone Realty Trust shares in Q1 2024, an estimated $674K.
  • Peakstone Realty Trust made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #876 holding.
  • Cetera Advisors first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 4 quarters since.
  • 179 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.