DWM
PKST

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

Drive 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
Q2 		– Sell
-31,017
Closed -$398K – 366
2025
Q1 		$398K Buy
+31,017
New +$351K 0.09% 167
2024
Q3 		– Sell
-42,476
Closed -$460K – 346
2024
Q2 		$460K Sell
42,476
-227
-0.5% -$2.98K 0.12% 142
2024
Q1 		$689K Sell
42,703
-415
-1% -$6.37K 0.19% 100
2023
Q4 		$869K Sell
43,118
-2,575
-6% -$42K 0.28% 72
2023
Q3 		$762K Buy
+45,693
New +$970K 0.28% 79

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

Drive Wealth Management's PKST Position: Q2 2025 in Review

Drive Wealth Management sold out of Peakstone Realty Trust (PKST) in Q2 2025, closing a stake of 31,017 shares — an estimated $398K sold.

Drive Wealth Management first reported a position in PKST in Q3 2023 and held it in 5 quarters. The position peaked at $869K in Q4 2023. 198 funds tracked by Wall St. Rank hold PKST as of Q2 2025.

  • Drive Wealth Management reported no remaining Peakstone Realty Trust position as of Q2 2025 after selling out during the quarter.
  • Drive Wealth Management sold 31,017 Peakstone Realty Trust shares in Q2 2025, an estimated $398K.
  • Drive Wealth Management first reported a position in Peakstone Realty Trust in Q3 2023 and held it in 5 quarters.
  • Drive Wealth Management's Peakstone Realty Trust position peaked at $869K in Q4 2023.
  • 198 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2025.

Based on Drive Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.