PKST

Peakstone Realty Trust
PKST

Overview Fund Activity

180 hedge funds and large institutions have $274M invested in Peakstone Realty Trust in 2023 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+174
Holders Change %
+2,900%
% of All Funds
2.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
177
Increased
1
Reduced
1
Closed
3
Calls
$712K
Puts
$488K
Net Calls
+$224K
Net Calls Change
+$224K

Top Buyers

1
BlackRock
BlackRock
New York
$58.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$48.6M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$16.9M
4
State Street
State Street
Massachusetts
$15.8M
5
Charles Schwab
Charles Schwab
California
$11.9M

Top Sellers

1
TWM
Tradition Wealth Management
Minnesota
$38K
2
PAM
Private Asset Management
California
$0
3
WAM
Wallington Asset Management
Indiana
$0
4
RDIA
RE Dickinson Investment Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$1.17M +$1.17M +41,881 New
Morgan Stanley
27
Morgan Stanley
New York
$1.11M +$1.11M +39,599 New
AWA
28
Arete Wealth Advisors
Illinois
$1.08M +$1.08M +38,794 New
MLA
29
My Legacy Advisors
Oregon
$1.08M +$1.08M +44,665 New
HI
30
Harbour Investments
Wisconsin
$1.02M +$1.02M +36,406 New
CWA
31
Choice Wealth Advisors
Maine
$982K +$982K +35,175 New
TPA
32
Trivium Point Advisory
Connecticut
$956K +$956K +34,257 New
CWM
33
Capital Wealth Management
Rhode Island
$939K +$939K +33,637 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$935K +$935K +33,474 New
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$908K +$908K +32,516 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$880K +$880K +32,820 New
KWS
37
Keystone Wealth Services
California
$833K +$833K +29,825 New
TCM
38
Triumph Capital Management
Colorado
$826K +$826K +29,333 New
VLC
39
Van Leeuwen & Company
New Jersey
$822K +$822K +33,141 New
CWS
40
Cypress Wealth Services
California
$810K +$810K +36,817 New
ICG
41
InterOcean Capital Group
Tennessee
$805K +$805K +28,848 New
JWCA
42
J.W. Cole Advisors
Florida
$802K +$802K +28,711 New
CCM
43
Coldstream Capital Management
Washington
$801K +$801K +28,672 New
AllianceBernstein
44
AllianceBernstein
Tennessee
$800K +$800K +28,650 New
Goldman Sachs
45
Goldman Sachs
New York
$758K +$758K +27,146 New
FRA
46
FFG Retirement Advisors
Colorado
$713K +$713K +25,520 New
IAN
47
Integrated Advisors Network
Texas
$705K +$705K +25,236 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$678K +$678K +24,266 New
FW
49
FirstPurpose Wealth
Utah
$663K +$663K +23,761 New
SG
50
Strid Group
Pennsylvania
$657K +$657K +23,521 New
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