GWM
PKST

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

Gitterman 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
Q3 		– Sell
-837
Closed -$11.1K – 278
2025
Q2 		$11.1K Buy
+837
New +$10.3K ﹤0.01% 312

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return

Gitterman Wealth Management's PKST Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 837 shares — an estimated $11.1K sold.

Gitterman Wealth Management first reported a position in PKST in Q2 2025 and held it in 1 quarter. The position peaked at $11.1K in Q2 2025. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 837 Peakstone Realty Trust shares in Q3 2025, an estimated $11.1K.
  • Gitterman Wealth Management first reported a position in Peakstone Realty Trust in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Peakstone Realty Trust position peaked at $11.1K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.