MWM
PKST

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

Modern 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
2025
Q4 		– Sell
-10,538
Closed -$138K – 880
2025
Q3 		$138K Sell
10,538
-534
-5% -$7.11K ﹤0.01% 784
2025
Q2 		$146K Sell
11,072
-29
-0.3% -$356 ﹤0.01% 754
2025
Q1 		$140K Buy
11,101
+525
+5% +$5.95K ﹤0.01% 657
2024
Q4 		$117K Buy
+10,576
New +$138K ﹤0.01% 571
2024
Q2 		– Sell
-11,206
Closed -$181K – 410
2024
Q1 		$181K Buy
11,206
+20
+0.2% +$307 0.02% 288
2023
Q4 		$223K Buy
+11,186
New +$182K 0.03% 174

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JGC
J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Modern Wealth Management's PKST Position: Q4 2025 in Review

Modern Wealth Management sold out of Peakstone Realty Trust (PKST) in Q4 2025, closing a stake of 10,538 shares — an estimated $138K sold.

Modern Wealth Management first reported a position in PKST in Q4 2023 and held it in 6 quarters. The position peaked at $223K in Q4 2023. 204 funds tracked by Wall St. Rank hold PKST as of Q4 2025.

  • Modern Wealth Management reported no remaining Peakstone Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 10,538 Peakstone Realty Trust shares in Q4 2025, an estimated $138K.
  • Modern Wealth Management first reported a position in Peakstone Realty Trust in Q4 2023 and held it in 6 quarters.
  • Modern Wealth Management's Peakstone Realty Trust position peaked at $223K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.