SWM
PKST

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

Sanctuary 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
2024
Q4 		$11 Hold
1
– – ﹤0.01% 271
2024
Q3 		$14 Hold
1
– – ﹤0.01% 274
2024
Q2 		$11 Hold
1
– – ﹤0.01% 255
2024
Q1 		$16 Hold
1
– – ﹤0.01% 274
2023
Q4 		$20 Hold
1
– – ﹤0.01% 285
2023
Q3 		$17 Buy
+1
New +$21 ﹤0.01% 285

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sanctuary Wealth Management's PKST Position: Q4 2024 in Review

Sanctuary Wealth Management held its Peakstone Realty Trust (PKST) position steady in Q4 2024 at 1 share worth $11. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Sanctuary Wealth Management first reported a position in PKST in Q3 2023 and has held it in 6 quarters since. The position peaked at $20 in Q4 2023. 214 funds tracked by Wall St. Rank hold PKST as of Q4 2024.

  • Sanctuary Wealth Management held 1 share of Peakstone Realty Trust worth $11 as of Q4 2024.
  • Sanctuary Wealth Management left its Peakstone Realty Trust share count unchanged in Q4 2024.
  • Peakstone Realty Trust made up ﹤0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #271 holding.
  • Sanctuary Wealth Management first reported a position in Peakstone Realty Trust in Q3 2023 and has held it in 6 quarters since.
  • Sanctuary Wealth Management's Peakstone Realty Trust position peaked at $20 in Q4 2023.
  • 214 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.