WA
PKST

Waverly Advisors’s Peakstone Realty Trust PKST Stock Holding History

Waverly Advisors’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 		– Sell
-12,575
Closed -$180K – 1661
2025
Q4 		$180K Buy
12,575
+1,516
+14% +$20.9K ﹤0.01% 1391
2025
Q3 		$145K Sell
11,059
-503
-4% -$6.7K ﹤0.01% 1240
2025
Q2 		$153K Buy
11,562
+317
+3% +$3.9K ﹤0.01% 1147
2025
Q1 		$142K Sell
11,245
-881
-7% -$9.98K ﹤0.01% 1075
2024
Q4 		$134K Buy
12,126
+1,290
+12% +$16.8K ﹤0.01% 957
2024
Q3 		$148K Buy
+10,836
New +$142K ﹤0.01% 789

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

Waverly Advisors's PKST Position: Q1 2026 in Review

Waverly Advisors sold out of Peakstone Realty Trust (PKST) in Q1 2026, closing a stake of 12,575 shares — an estimated $180K sold.

Waverly Advisors first reported a position in PKST in Q3 2024 and held it in 6 quarters. The position peaked at $180K in Q4 2025. 218 funds tracked by Wall St. Rank hold PKST as of Q1 2026.

  • Waverly Advisors reported no remaining Peakstone Realty Trust position as of Q1 2026 after selling out during the quarter.
  • Waverly Advisors sold 12,575 Peakstone Realty Trust shares in Q1 2026, an estimated $180K.
  • Waverly Advisors first reported a position in Peakstone Realty Trust in Q3 2024 and held it in 6 quarters.
  • Waverly Advisors's Peakstone Realty Trust position peaked at $180K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Peakstone Realty Trust as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.