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
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

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

Creative Planning's PKST Position: Q1 2026 in Review

Creative Planning increased its Peakstone Realty Trust (PKST) stake by 9.6% in Q1 2026, buying an estimated $20.3K and bringing the position to 12,351 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3537.

Creative Planning first reported a position in PKST in Q2 2023 and has held it in 12 quarters since. The position peaked at $503K in Q2 2023. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • Creative Planning held 12,351 shares of Peakstone Realty Trust worth $258K as of Q1 2026.
  • Creative Planning bought 1,086 Peakstone Realty Trust shares in Q1 2026, an estimated $20.3K.
  • Peakstone Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3537 holding.
  • Creative Planning first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 12 quarters since.
  • Creative Planning's Peakstone Realty Trust position peaked at $503K in Q2 2023.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.