MYIA
PKST

Mount Yale Investment Advisors’s Peakstone Realty Trust PKST Stock Holding History

Mount Yale Investment 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
2025
Q3 		– Sell
-2,651
Closed -$35K – 1353
2025
Q2 		$35K Buy
+2,651
New +$32.6K ﹤0.01% 916

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 33.82% 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

Mount Yale Investment Advisors's PKST Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Peakstone Realty Trust (PKST) in Q3 2025, closing a stake of 2,651 shares — an estimated $35K sold.

Mount Yale Investment Advisors first reported a position in PKST in Q2 2025 and held it in 1 quarter. The position peaked at $35K in Q2 2025. 196 funds tracked by Wall St. Rank hold PKST as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Peakstone Realty Trust position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,651 Peakstone Realty Trust shares in Q3 2025, an estimated $35K.
  • Mount Yale Investment Advisors first reported a position in Peakstone Realty Trust in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Peakstone Realty Trust position peaked at $35K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.