IWC
PKST

Integrated Wealth Concepts’s Peakstone Realty Trust PKST Stock Holding History

Integrated Wealth Concepts’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
-14,456
Closed -$191K – 2070
2025
Q2 		$191K Buy
+14,456
New +$178K ﹤0.01% 1782
2024
Q3 		– Sell
-28,076
Closed -$298K – 1723
2024
Q2 		$298K Buy
28,076
+3,353
+14% +$44.1K ﹤0.01% 1324
2024
Q1 		$399K Sell
24,723
-1,683
-6% -$25.8K 0.01% 1160
2023
Q4 		$526K Sell
26,406
-6,811
-21% -$111K 0.01% 982
2023
Q3 		$553K Buy
33,217
+397
+1% +$8.43K 0.01% 945
2023
Q2 		$880K Buy
+32,820
New +$852K 0.02% 731

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

Integrated Wealth Concepts's PKST Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 14,456 shares — an estimated $191K sold.

Integrated Wealth Concepts first reported a position in PKST in Q2 2023 and held it in 6 quarters. The position peaked at $880K in Q2 2023. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 14,456 Peakstone Realty Trust shares in Q3 2025, an estimated $191K.
  • Integrated Wealth Concepts first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 6 quarters.
  • Integrated Wealth Concepts's Peakstone Realty Trust position peaked at $880K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.