MWA
PKST

Medallion Wealth Advisors’s Peakstone Realty Trust PKST Stock Holding History

Medallion Wealth Advisors’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
2026
Q1 		$36.2K Sell
1,735
-607
-26% -$11.3K 0.01% 534
2025
Q4 		$33.6K Sell
2,342
-195
-8% -$2.69K 0.01% 542
2025
Q3 		$33.3K Sell
2,537
-704
-22% -$9.38K 0.01% 539
2025
Q2 		$43.5K Sell
3,241
-1,475
-31% -$18.1K 0.02% 484
2025
Q1 		$59.7K Buy
4,716
+1,094
+30% +$12.4K 0.03% 390
2024
Q4 		$44.8K Buy
+3,622
New +$47.2K 0.02% 430

Other funds holding PKST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Medallion Wealth Advisors's PKST Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Peakstone Realty Trust (PKST) stake by 26% in Q1 2026, selling an estimated $11.3K and leaving 1,735 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #534.

Medallion Wealth Advisors first reported a position in PKST in Q4 2024 and has held it in 6 quarters since. The position peaked at $59.7K in Q1 2025. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • Medallion Wealth Advisors held 1,735 shares of Peakstone Realty Trust worth $36.2K as of Q1 2026.
  • Medallion Wealth Advisors sold 607 Peakstone Realty Trust shares in Q1 2026, an estimated $11.3K.
  • Peakstone Realty Trust made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #534 holding.
  • Medallion Wealth Advisors first reported a position in Peakstone Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Peakstone Realty Trust position peaked at $59.7K in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.