JSW
PKST

Journey Strategic Wealth’s Peakstone Realty Trust PKST Stock Holding History

Journey Strategic Wealth’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
-10,589
Closed -$140K – 761
2025
Q2 		$140K Buy
10,589
+25
+0.2% +$307 ﹤0.01% 640
2025
Q1 		$133K Sell
10,564
-1,132
-10% -$12.8K ﹤0.01% 485
2024
Q4 		$129K Hold
11,696
– – ﹤0.01% 489
2024
Q3 		$159K Buy
+11,696
New +$153K 0.01% 488

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 $1.21B AUM 33.48% 1-Year Est. Return

Journey Strategic Wealth's PKST Position: Q3 2025 in Review

Journey Strategic Wealth sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 10,589 shares — an estimated $140K sold.

Journey Strategic Wealth first reported a position in PKST in Q3 2024 and held it in 4 quarters. The position peaked at $159K in Q3 2024. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Journey Strategic Wealth reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,589 Peakstone Realty Trust shares in Q3 2025, an estimated $140K.
  • Journey Strategic Wealth first reported a position in Peakstone Realty Trust in Q3 2024 and held it in 4 quarters.
  • Journey Strategic Wealth's Peakstone Realty Trust position peaked at $159K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Journey Strategic Wealth's 13F filing for Q3 2025, filed 12 Nov 2025.