PKST

Peakstone Realty Trust
PKST

Overview Fund Activity

188 hedge funds and large institutions have $286M invested in Peakstone Realty Trust in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 62 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
-7
Holders Change %
-3.59%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
60
Reduced
62
Closed
33
Calls
$81K
Puts
$162K
Net Calls
-$81K
Net Calls Change
+$597K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.8M
2
Morgan Stanley
Morgan Stanley
New York
+$5.53M
3
BlackRock
BlackRock
New York
+$4.18M
4
Millennium Management
Millennium Management
New York
+$2.63M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.15M

Top Sellers

1
WAM
Weiss Asset Management
Massachusetts
-$3.47M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.14M
3
SPC
Sigma Planning Corp
Michigan
-$955K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$820K
5
ASN
Advisory Services Network
Georgia
-$790K
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
176
Headlands Technologies
Illinois
$4.48K +$4.48K +225 New
RG
177
Retirement Group
California
$4.05K – – –
IA
178
IFP Advisors
Florida
$3.81K -$39.9K -2,000 -91%
Simplex Trading
179
Simplex Trading
Illinois
$3K -$6.51K -397 -68%
PP
180
PrairieView Partners
Minnesota
$3K – – –
CMA
181
Cedar Mountain Advisors
Oregon
$2.57K – – –
SIC
182
Salem Investment Counselors
North Carolina
$2.5K – – –
PTC
183
Private Trust Company
Ohio
$1.75K – – –
FWA
184
FSC Wealth Advisors
New York
$1.57K -$1.53K -77 -49%
SC
185
SouthState Corp
Florida
$1.38K +$1.38K +69 New
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$80 +$80 +4 New
SWM
187
Sanctuary Wealth Management
Idaho
$20 – – –
WAM
188
Weiss Asset Management
Massachusetts
– -$3.47M -208,322 Closed
CCM
189
Coldstream Capital Management
Washington
– -$467K -28,078 Closed
GLA
190
Great Lakes Advisors
Illinois
– -$377K -22,662 Closed
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
– -$292K -17,528 Closed
IWM
192
IHT Wealth Management
Illinois
– -$239K -14,358 Closed
Teacher Retirement System of Texas
193
Teacher Retirement System of Texas
Texas
– -$231K -13,901 Closed
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
– -$229K -13,742 Closed
AAS
195
Avantax Advisory Services
Texas
– -$218K -13,079 Closed
GIA
196
Gladstone Institutional Advisory
Florida
– -$217K -13,069 Closed
M
197
Murchinson
Ontario, Canada
– -$217K -13,057 Closed
AWA
198
Arete Wealth Advisors
Illinois
– -$214K -12,860 Closed
ATPW
199
Ashton Thomas Private Wealth
Arizona
– -$212K -12,737 Closed
NAS
200
Nicolet Advisory Services
Wisconsin
– -$199K -12,577 Closed
5 6 7
8
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