My Legacy Advisors’s Peakstone Realty Trust PKST Stock Holding History

My Legacy 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 Q2	$215K	Sell	15,297 -9,183	-38%	-$113K	0.08%	204
2025 Q1	$308K	Sell	24,480 -6,958	-22%	-$78.8K	0.12%	169
2024 Q4	$342K	Sell	31,438 -2,449	-7%	-$31.9K	0.13%	159
2024 Q3	$462K	Sell	33,887 -11,015	-25%	-$144K	0.18%	136
2024 Q2	$476K	Sell	44,902 -204	-0.5%	-$2.68K	0.15%	147
2024 Q1	$728K	Buy	45,106 +724	+2%	+$11.1K	0.24%	119
2023 Q4	$715K	Buy	44,382 +232	+0.5%	+$3.78K	0.26%	119
2023 Q3	$611K	Sell	44,150 -515	-1%	-$10.9K	0.25%	126
2023 Q2	$1.08M	Buy	+44,665	New	+$1.16M	0.42%	67

Other funds holding PKST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

My Legacy Advisors's PKST Position: Q2 2025 in Review

My Legacy Advisors reduced its Peakstone Realty Trust (PKST) stake by 38% in Q2 2025, selling an estimated $113K and leaving 15,297 shares worth $215K. The position accounts for 0.08% of the portfolio, ranked #204.

My Legacy Advisors first reported a position in PKST in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.08M in Q2 2023. 198 funds tracked by Wall St. Rank hold PKST as of Q2 2025.

My Legacy Advisors held 15,297 shares of Peakstone Realty Trust worth $215K as of Q2 2025.
My Legacy Advisors sold 9,183 Peakstone Realty Trust shares in Q2 2025, an estimated $113K.
Peakstone Realty Trust made up 0.08% of My Legacy Advisors's portfolio in Q2 2025, its #204 holding.
My Legacy Advisors first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 9 quarters since.
My Legacy Advisors's Peakstone Realty Trust position peaked at $1.08M in Q2 2023.
198 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.