HGERS
PKST

Householder Group Estate & Retirement Specialist’s Peakstone Realty Trust PKST Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$19K Sell
1,719
-5,897
-77% -$76.9K 0.01% 295
2024
Q3 		$103K Sell
7,616
-1,448
-16% -$19K 0.03% 350
2024
Q2 		$96K Sell
9,064
-721
-7% -$9.47K 0.03% 359
2024
Q1 		$158K Sell
9,785
-110
-1% -$1.69K 0.05% 277
2023
Q4 		$197K Sell
9,895
-20,640
-68% -$336K 0.06% 244
2023
Q3 		$508K Buy
+30,535
New +$649K 0.18% 104

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PKST Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Peakstone Realty Trust (PKST) stake by 77% in Q4 2024, selling an estimated $76.9K and leaving 1,719 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #295.

Householder Group Estate & Retirement Specialist first reported a position in PKST in Q3 2023 and has held it in 6 quarters since. The position peaked at $508K in Q3 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,719 shares of Peakstone Realty Trust worth $19K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 5,897 Peakstone Realty Trust shares in Q4 2024, an estimated $76.9K.
  • Peakstone Realty Trust made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #295 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Peakstone Realty Trust in Q3 2023 and has held it in 6 quarters since.
  • Householder Group Estate & Retirement Specialist's Peakstone Realty Trust position peaked at $508K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.