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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SHP Wealth Management's PKST Position: Q1 2026 in Review

SHP Wealth Management held its Peakstone Realty Trust (PKST) position steady in Q1 2026 at 6,837 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #327.

SHP Wealth Management first reported a position in PKST in Q4 2025 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • SHP Wealth Management held 6,837 shares of Peakstone Realty Trust worth $143K as of Q1 2026.
  • SHP Wealth Management left its Peakstone Realty Trust share count unchanged in Q1 2026.
  • Peakstone Realty Trust made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #327 holding.
  • SHP Wealth Management first reported a position in Peakstone Realty Trust in Q4 2025 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.