SageView Advisory Group’s Peakstone Realty Trust PKST Stock Holding History

SageView Advisory Group’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	$105K	Buy	+7,340	New	+$101K	﹤0.01%	817
2025 Q1	–	Sell	-10,318	Closed	-$114K	–	617
2024 Q4	$114K	Buy	+10,318	New	+$135K	﹤0.01%	580
2024 Q1	–	Sell	-21,667	Closed	-$328K	–	726
2023 Q4	$328K	Buy	21,667 +10,055	+87%	+$164K	0.01%	481
2023 Q3	$193K	Buy	11,612 +1,254	+12%	+$26.6K	0.01%	512
2023 Q2	$289K	Buy	+10,358	New	+$269K	0.02%	452

Other funds holding PKST

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SageView Advisory Group's PKST Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Peakstone Realty Trust (PKST) in Q4 2025: 7,340 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in PKST as recently as Q4 2024.

SageView Advisory Group first reported a position in PKST in Q2 2023 and has held it in 5 quarters since. The position peaked at $328K in Q4 2023. 204 funds tracked by Wall St. Rank hold PKST as of Q4 2025.

SageView Advisory Group held 7,340 shares of Peakstone Realty Trust worth $105K as of Q4 2025.
Peakstone Realty Trust was a new SageView Advisory Group position in Q4 2025.
Peakstone Realty Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #817 holding.
SageView Advisory Group first reported a position in Peakstone Realty Trust in Q2 2023 and has held it in 5 quarters since.
SageView Advisory Group's Peakstone Realty Trust position peaked at $328K in Q4 2023.
204 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.