PKST

Peakstone Realty Trust
PKST

Overview Fund Activity

195 hedge funds and large institutions have $203M invested in Peakstone Realty Trust in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+15
Holders Change %
+8.33%
% of All Funds
3.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
42
Increased
74
Reduced
43
Closed
24
Calls
$117K
Puts
$795K
Net Calls
-$678K
Net Calls Change
-$902K

Top Buyers

1
BlackRock
BlackRock
New York
$41.8M
2
WAM
Weiss Asset Management
Massachusetts
$3.47M
3
State Street
State Street
Massachusetts
$12.7M
4
CF
Centaurus Financial
California
$8.08M
5
Osaic Holdings
Osaic Holdings
Arizona
$7.55M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$603K
2
CAS
Coppell Advisory Solutions
Texas
$0
3
AWA
Arete Wealth Advisors
Illinois
$214K
4
PFA
Petra Financial Advisors
Colorado
$0
5
MG
Mather Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
51
Cypress Wealth Services
California
$528K -$84.9K -5,103 -14%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$519K -$38.2K -2,296 -7%
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$508K +$508K +30,535 New
ICG
54
InterOcean Capital Group
Tennessee
$480K – – –
AllianceBernstein
55
AllianceBernstein
Tennessee
$477K – – –
CCM
56
Coldstream Capital Management
Washington
$467K -$9.88K -594 -2%
JWCA
57
J.W. Cole Advisors
Florida
$456K -$21.6K -1,296 -5%
Thrivent Financial for Lutherans
58
Thrivent Financial for Lutherans
Minnesota
$446K +$446K +26,790 New
CS
59
Credit Suisse
Switzerland
$427K +$427K +25,635 New
IP
60
Ignite Planners
California
$425K +$425K +26,955 New
IAN
61
Integrated Advisors Network
Texas
$404K -$16.4K -986 -4%
RFS
62
Retirement Financial Solutions
Tennessee
$398K -$329K -19,790 -45%
FRA
63
FFG Retirement Advisors
Colorado
$393K -$31.6K -1,901 -7%
SG
64
Strid Group
Pennsylvania
$391K – – –
GLA
65
Great Lakes Advisors
Illinois
$377K +$666 +40 +0.2%
LIA
66
Luken Investment Analytics
Tennessee
$375K +$8.52K +512 +2%
AWS
67
Atria Wealth Solutions
New York
$371K +$4.28K +257 +1%
FW
68
FirstPurpose Wealth
Utah
$363K -$32.2K -1,937 -8%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$360K +$360K +21,620 New
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$355K +$140K +8,384 +65%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$350K -$53.3K -3,207 -13%
MIM
72
MetLife Investment Management
New Jersey
$324K +$76.8K +4,617 +31%
KWM
73
Kolinsky Wealth Management
New Jersey
$310K – – –
P
74
Paradiem
Louisiana
$302K – – –
GJIA
75
Glass Jacobson Investment Advisors
Maryland
$301K +$50 +3 +0%
1 2
3
4 5