MHS
PKST

M Holdings Securities’s Peakstone Realty Trust PKST Stock Holding History

M Holdings Securities’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
Q3 		– Sell
-10,868
Closed -$115K – 243
2024
Q2 		$115K Buy
+10,868
New +$143K 0.01% 298

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

M Holdings Securities's PKST Position: Q3 2024 in Review

M Holdings Securities sold out of Peakstone Realty Trust (PKST) in Q3 2024, closing a stake of 10,868 shares — an estimated $115K sold.

M Holdings Securities first reported a position in PKST in Q2 2024 and held it in 1 quarter. The position peaked at $115K in Q2 2024. 187 funds tracked by Wall St. Rank hold PKST as of Q3 2024.

  • M Holdings Securities reported no remaining Peakstone Realty Trust position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 10,868 Peakstone Realty Trust shares in Q3 2024, an estimated $115K.
  • M Holdings Securities first reported a position in Peakstone Realty Trust in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's Peakstone Realty Trust position peaked at $115K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.