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
+$6.67M
2
WAM
Weiss Asset Management
Massachusetts
+$3.47M
3
State Street
State Street
Massachusetts
+$3.22M
4
CF
Centaurus Financial
California
+$2.04M
5
Osaic Holdings
Osaic Holdings
Arizona
+$1.84M

Top Sellers

1
CAN
Cetera Advisor Networks
California
-$887K
2
CAS
Coppell Advisory Solutions
Texas
-$592K
3
AWA
Arete Wealth Advisors
Illinois
-$432K
4
PFA
Petra Financial Advisors
Colorado
-$395K
5
MG
Mather Group
Illinois
-$378K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPW
176
Impact Partnership Wealth
Georgia
$7.27K – – –
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$6.86K – – –
SCA
178
Stonebridge Capital Advisors
Minnesota
$6.37K +$6.37K +383 New
SWA
179
SOA Wealth Advisors
New York
$5.19K +$5.19K +312 New
TCM
180
Tradewinds Capital Management
Washington
$4.66K – – –
NCM
181
Northwest Capital Management
Oregon
$4.66K – – –
US Bancorp
182
US Bancorp
Minnesota
$3.99K -$9.59K -576 -71%
CFFP
183
Center for Financial Planning
Michigan
$3.98K – – –
HWA
184
HHM Wealth Advisors
Tennessee
$3.51K – – –
RG
185
Retirement Group
California
$3.38K – – –
FWA
186
FSC Wealth Advisors
New York
$2.6K +$1.28K +77 +97%
GWSG
187
GPS Wealth Strategies Group
Colorado
$2.4K +$17 +1 +0.7%
CMA
188
Cedar Mountain Advisors
Oregon
$2.15K – – –
SIC
189
Salem Investment Counselors
North Carolina
$2.09K – – –
PP
190
PrairieView Partners
Minnesota
$2K – – –
IWP
191
IAG Wealth Partners
Wisconsin
$1.9K +$1.9K +114 New
PTC
192
Private Trust Company
Ohio
$1.73K – – –
Citigroup
193
Citigroup
New York
$1.37K -$137K -8,203 -99%
SWM
194
Sanctuary Wealth Management
Idaho
$17 +$17 +1 New
CAS
195
Coppell Advisory Solutions
Texas
– -$592K -20,902 Closed
PFA
196
Petra Financial Advisors
Colorado
– -$395K -14,134 Closed
MG
197
Mather Group
Illinois
– -$378K -13,541 Closed
SB
198
Strategic Blueprint
Georgia
– -$349K -12,514 Closed
JC
199
JB Capital
Connecticut
– -$329K -11,773 Closed
WIA
200
World Investment Advisors
California
– -$323K -11,486 Closed
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