SWM
PKST

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

SHP 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
2026
Q2 		– Sell
-6,837
Closed -$143K – 2055
2026
Q1 		$143K Hold
6,837
– – 0.01% 327
2025
Q4 		$98.1K Buy
+6,837
New +$94.3K 0.01% 357

Other funds holding PKST

HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

SHP Wealth Management's PKST Position: Q2 2026 in Review

SHP Wealth Management sold out of Peakstone Realty Trust (PKST) in Q2 2026, closing a stake of 6,837 shares — an estimated $143K sold.

SHP Wealth Management first reported a position in PKST in Q4 2025 and held it in 2 quarters. The position peaked at $143K in Q1 2026. 3 funds tracked by Wall St. Rank hold PKST as of Q2 2026.

  • SHP Wealth Management reported no remaining Peakstone Realty Trust position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 6,837 Peakstone Realty Trust shares in Q2 2026, an estimated $143K.
  • SHP Wealth Management first reported a position in Peakstone Realty Trust in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's Peakstone Realty Trust position peaked at $143K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.