IWM
PKST

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

IHT 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
2024
Q4 		– Sell
-10,352
Closed -$141K – 1174
2024
Q3 		$141K Buy
+10,352
New +$136K ﹤0.01% 1105
2023
Q4 		– Sell
-14,358
Closed -$239K – 1018
2023
Q3 		$239K Buy
14,358
+946
+7% +$20.1K 0.01% 815
2023
Q2 		$333K Buy
+13,412
New +$348K 0.02% 682

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 $43.3B AUM 29.3% 1-Year Est. Return

IHT Wealth Management's PKST Position: Q4 2024 in Review

IHT Wealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2024, closing a stake of 10,352 shares — an estimated $141K sold.

IHT Wealth Management first reported a position in PKST in Q2 2023 and held it in 3 quarters. The position peaked at $333K in Q2 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • IHT Wealth Management reported no remaining Peakstone Realty Trust position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 10,352 Peakstone Realty Trust shares in Q4 2024, an estimated $141K.
  • IHT Wealth Management first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 3 quarters.
  • IHT Wealth Management's Peakstone Realty Trust position peaked at $333K in Q2 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.