RFS
PKST

Retirement Financial Solutions’s Peakstone Realty Trust PKST Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-14,297
Closed -$158K – 44
2024
Q4 		$158K Hold
14,297
– – 0.09% 37
2024
Q3 		$195K Sell
14,297
-1,261
-8% -$16.5K 0.09% 40
2024
Q2 		$165K Sell
15,558
-6,849
-31% -$90K 0.08% 40
2024
Q1 		$361K Sell
22,407
-3,402
-13% -$52.2K 0.19% 37
2023
Q4 		$514K Buy
25,809
+1,898
+8% +$30.9K 0.29% 32
2023
Q3 		$398K Sell
23,911
-19,790
-45% -$420K 0.27% 32
2023
Q2 		$1.22M Buy
+43,701
New +$1.13M 0.84% 17

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retirement Financial Solutions's PKST Position: Q1 2025 in Review

Retirement Financial Solutions sold out of Peakstone Realty Trust (PKST) in Q1 2025, closing a stake of 14,297 shares — an estimated $158K sold.

Retirement Financial Solutions first reported a position in PKST in Q2 2023 and held it in 7 quarters. The position peaked at $1.22M in Q2 2023. 203 funds tracked by Wall St. Rank hold PKST as of Q1 2025.

  • Retirement Financial Solutions reported no remaining Peakstone Realty Trust position as of Q1 2025 after selling out during the quarter.
  • Retirement Financial Solutions sold 14,297 Peakstone Realty Trust shares in Q1 2025, an estimated $158K.
  • Retirement Financial Solutions first reported a position in Peakstone Realty Trust in Q2 2023 and held it in 7 quarters.
  • Retirement Financial Solutions's Peakstone Realty Trust position peaked at $1.22M in Q2 2023.
  • 203 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2025.

Based on Retirement Financial Solutions's 13F filing for Q1 2025, filed 16 Apr 2025.