GM
PKST

GeoWealth Management’s Peakstone Realty Trust PKST Stock Holding History

GeoWealth 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
2024
Q4 		– Sell
-19
Closed -$259 – 1863
2024
Q3 		$259 Buy
+19
New +$249 ﹤0.01% 1656

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GeoWealth Management's PKST Position: Q4 2024 in Review

GeoWealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 19 shares — an estimated $259 sold.

GeoWealth Management first reported a position in PKST in Q3 2024 and held it in 1 quarter. The position peaked at $259 in Q3 2024. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • GeoWealth Management reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 19 Peakstone Realty Trust shares in Q4 2024, an estimated $259.
  • GeoWealth Management first reported a position in Peakstone Realty Trust in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's Peakstone Realty Trust position peaked at $259 in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.