SWP
PKST

Strategic Wealth Partners’s Peakstone Realty Trust PKST Stock Holding History

Strategic Wealth Partners’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 		$16.3K Sell
779
-292
-27% -$5.45K ﹤0.01% 767
2025
Q4 		$15.4K Sell
1,071
-412
-28% -$5.68K ﹤0.01% 761
2025
Q3 		$19.5K Sell
1,483
-20
-1% -$266 ﹤0.01% 741
2025
Q2 		$19.9K Buy
+1,503
New +$18.5K ﹤0.01% 650

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

Strategic Wealth Partners's PKST Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Peakstone Realty Trust (PKST) stake by 27% in Q1 2026, selling an estimated $5.45K and leaving 779 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Strategic Wealth Partners first reported a position in PKST in Q2 2025 and has held it in 4 quarters since. The position peaked at $19.9K in Q2 2025. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • Strategic Wealth Partners held 779 shares of Peakstone Realty Trust worth $16.3K as of Q1 2026.
  • Strategic Wealth Partners sold 292 Peakstone Realty Trust shares in Q1 2026, an estimated $5.45K.
  • Peakstone Realty Trust made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #767 holding.
  • Strategic Wealth Partners first reported a position in Peakstone Realty Trust in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Peakstone Realty Trust position peaked at $19.9K in Q2 2025.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.