Creative Planning
PKST

Creative Planning’s Peakstone Realty Trust PKST Stock Holding History

Creative Planning’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
Q2 		– Sell
-12,351
Closed -$258K – 4380
2026
Q1 		$258K Buy
12,351
+1,086
+10% +$20.3K ﹤0.01% 3537
2025
Q4 		$162K Sell
11,265
-190
-2% -$2.62K ﹤0.01% 3615
2025
Q3 		$150K Sell
11,455
-2,160
-16% -$28.8K ﹤0.01% 3580
2025
Q2 		$180K Sell
13,615
-5,131
-27% -$63.1K ﹤0.01% 3262
2025
Q1 		$236K Buy
18,746
+2,537
+16% +$28.7K ﹤0.01% 2936
2024
Q4 		$179K Buy
16,209
+362
+2% +$4.72K ﹤0.01% 3005
2024
Q3 		$216K Sell
15,847
-157
-1% -$2.06K ﹤0.01% 2775
2024
Q2 		$170K Sell
16,004
-1,154
-7% -$15.2K ﹤0.01% 2724
2024
Q1 		$277K Buy
17,158
+2,142
+14% +$32.9K ﹤0.01% 2318
2023
Q4 		$299K Sell
15,016
-139
-0.9% -$2.27K ﹤0.01% 2090
2023
Q3 		$252K Sell
15,155
-2,850
-16% -$60.5K ﹤0.01% 2077
2023
Q2 		$503K Buy
+18,005
New +$467K ﹤0.01% 1549

Other funds holding PKST

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Creative Planning's PKST Position: Q2 2026 in Review

Creative Planning sold out of Peakstone Realty Trust (PKST) in Q2 2026, closing a stake of 12,351 shares — an estimated $258K sold.

Creative Planning first reported a position in PKST in Q2 2023 and held it in 12 quarters. The position peaked at $503K in Q2 2023. 3 funds tracked by Wall St. Rank hold PKST as of Q2 2026.

  • Creative Planning reported no remaining Peakstone Realty Trust position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 12,351 Peakstone Realty Trust shares in Q2 2026, an estimated $258K.
  • Creative Planning first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 12 quarters.
  • Creative Planning's Peakstone Realty Trust position peaked at $503K in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.