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
-$186K
2
PAM
Private Asset Management
California
-$128K
3
WAM
Wallington Asset Management
Indiana
-$78K
4
RDIA
RE Dickinson Investment Advisors
Iowa
-$4K
Name Holding Trade Value Shares
Change 		Shares
Change %
RWPA
151
Richard W. Paul & Associates
Michigan
$25.2K +$25.2K +901 New
US Bancorp
152
US Bancorp
Minnesota
$22.8K +$22.8K +816 New
AF
153
Advisornet Financial
Minnesota
$19.9K +$19.9K +713 New
IA
154
IFS Advisors
Kansas
$18.2K +$18.2K +653 New
FFA
155
Farther Finance Advisors
California
$17.8K +$17.8K +637 New
NSIM
156
North Star Investment Management
Illinois
$16.4K +$16.4K +587 New
PMFA
157
Plante Moran Financial Advisors
Michigan
$15.6K +$15.6K +559 New
MFT
158
Moisand Fitzgerald Tamayo
Florida
$15.5K +$15.5K +554 New
AW
159
Avion Wealth
Texas
$15K +$15K +559 New
TFGT
160
TS Financial Group (TSFG)
Illinois
$15K +$15K +612 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$13.5K +$13.5K +483 New
CFB
162
Cullen/Frost Bankers
Texas
$13.4K +$13.4K +480 New
IPW
163
Impact Partnership Wealth
Georgia
$12.2K +$12.2K +437 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$11.5K +$11.5K +412 New
TCM
165
Tradewinds Capital Management
Washington
$7.82K +$7.82K +280 New
NCM
166
Northwest Capital Management
Oregon
$7.82K +$7.82K +280 New
CFFP
167
Center for Financial Planning
Michigan
$6.67K +$6.67K +239 New
BWM
168
BerganKDV Wealth Management
Minnesota
$6.37K +$6.37K +228 New
CWC
169
Carolinas Wealth Consulting
North Carolina
$6.28K +$6.28K +223 New
HWA
170
HHM Wealth Advisors
Tennessee
$5.89K +$5.89K +211 New
RG
171
Retirement Group
California
$5.67K +$5.67K +203 New
BWA
172
BDO Wealth Advisors
Florida
$4.47K +$4.47K +160 New
Daiwa Securities Group
173
Daiwa Securities Group
Japan
$4K +$4K +159 New
PP
174
PrairieView Partners
Minnesota
$4K +$4K +174 New
CMA
175
Cedar Mountain Advisors
Oregon
$3.6K +$3.6K +129 New
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