DWM
PKST

Diversify Wealth Management’s Peakstone Realty Trust PKST Stock Holding History

Diversify Wealth Management’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
2025
Q1 		– Sell
-12,143
Closed -$128K – 542
2024
Q4 		$128K Sell
12,143
-2,020
-14% -$26.3K 0.01% 503
2024
Q3 		$190K Sell
14,163
-947
-6% -$12.4K 0.02% 454
2024
Q2 		$181K Buy
+15,110
New +$199K 0.02% 419

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Diversify Wealth Management's PKST Position: Q1 2025 in Review

Diversify Wealth Management sold out of Peakstone Realty Trust (PKST) in Q1 2025, closing a stake of 12,143 shares — an estimated $128K sold.

Diversify Wealth Management first reported a position in PKST in Q2 2024 and held it in 3 quarters. The position peaked at $190K in Q3 2024. 203 funds tracked by Wall St. Rank hold PKST as of Q1 2025.

  • Diversify Wealth Management reported no remaining Peakstone Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 12,143 Peakstone Realty Trust shares in Q1 2025, an estimated $128K.
  • Diversify Wealth Management first reported a position in Peakstone Realty Trust in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Peakstone Realty Trust position peaked at $190K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.