SWGC
PKST

Summit Wealth Group (Colorado)’s Peakstone Realty Trust PKST Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-206,336
Closed -$4.92M – 405
2025
Q3 		$4.92M Buy
+206,336
New +$2.75M 0.76% 21

Other funds holding PKST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CF
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Summit Wealth Group (Colorado)'s PKST Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Peakstone Realty Trust (PKST) in Q4 2025, closing a stake of 206,336 shares — an estimated $4.92M sold.

Summit Wealth Group (Colorado) first reported a position in PKST in Q3 2025 and held it in 1 quarter. The position peaked at $4.92M in Q3 2025. 204 funds tracked by Wall St. Rank hold PKST as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Peakstone Realty Trust position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 206,336 Peakstone Realty Trust shares in Q4 2025, an estimated $4.92M.
  • Summit Wealth Group (Colorado) first reported a position in Peakstone Realty Trust in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Peakstone Realty Trust position peaked at $4.92M in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.