PKST / Peakstone Realty Trust - Kepemilikan Institusional - Pembeli

Peakstone Realty Trust
US ˙ NYSE ˙ US39818P7996

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Peakstone Realty Trust meliputi Conversant Capital LLC, Zacks Investment Management, Jump Financial, LLC, Merit Financial Group, LLC, New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class, Mount Yale Investment Advisors, LLC, Twin Peaks Wealth Advisors, LLC, Strategic Wealth Partners, Ltd., Gitterman Wealth Management, LLC, Ckw Financial Group, dan MAI Capital Management .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-04 13F Creative Financial Designs Inc /adv 2,249 1.90 30 7.41
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2,186 26
2025-07-31 13F Whipplewood Advisors, LLC 679 9,600.00 9 0.00
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,300 3.69 846 13.40
2025-07-22 13F Merit Financial Group, LLC 11,214 148
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12,541 7.09 166 12.24
2025-05-05 13F Lindbrook Capital, Llc 217 3
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42,511 0.10 562 4.86
2025-08-01 13F Brookwood Investment Group LLC 39,992 69.36 528 77.78
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,462 20.72 86 28.79
2025-08-14 13F Alliancebernstein L.p. 41,190 3.52 544 8.58
2025-08-14 13F Voya Investment Management Llc 178,632 20.32 2,360 26.15
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 148 8.82 2 0.00
2025-07-28 NP KBWY - Invesco KBW Premium Yield Equity REIT ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 764,244 41.02 9,469 54.08
2025-08-14 13F/A Barclays Plc 77,975 108.69 1
2025-08-11 13F Nomura Asset Management Co Ltd 53,600 14.04 708 19.59
2025-08-12 13F Rhumbline Advisers 60,417 1.03 798 5.98
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3,646 161.17 48 182.35
2025-08-14 13F Quantinno Capital Management LP 37,451 57.26 495 64.67
2025-05-30 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 2,740 35
2025-08-15 13F Captrust Financial Advisors 75,664 0.95 1,000 5.83
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3,142 161.62 42 173.33
2025-08-12 13F LPL Financial LLC 308,646 1.91 4,077 6.87
2025-06-27 NP RSSL - Global X Russell 2000 ETF 21,919 5.36 252 13.00
2025-08-14 13F Manufacturers Life Insurance Company, The 13,484 2.66 178 7.88
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 6,027 155.49 69 115.63
2025-08-15 13F Kestra Advisory Services, LLC 76,877 6.93 1,016 12.15
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 41,485 20.71 514 31.88
2025-03-20 NP FREL - Fidelity MSCI Real Estate Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,334 8.31 305 -11.37
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 10,380 0.13 137 5.38
2025-08-13 13F Quantbot Technologies LP 7,371 97
2025-07-28 13F Ckw Financial Group 352 0
2025-08-08 13F Larson Financial Group LLC 1,170 4.00 15 7.14
2025-08-12 13F Journey Strategic Wealth Llc 10,589 0.24 140 4.51
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 188 1.08 2 0.00
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 32,996 30.12 436 36.36
2025-08-14 13F Sunbelt Securities, Inc. 2,303 0.61 25 -10.71
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,853 6.85 38 12.12
2025-08-14 13F State Street Corp 779,177 0.28 10,464 5.04
2025-08-14 13F McIlrath & Eck, LLC 1,057 1.15 14 0.00
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2,125 16.37 28 21.74
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,503 20
2025-08-14 13F Verition Fund Management LLC 12,900 170
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,024 1.96 542 6.92
2025-08-26 NP Profunds - Profund Vp Small-cap 84 2.44 1 0.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8,201 3.77 108 9.09
2025-08-08 13F Pnc Financial Services Group, Inc. 1,773 756.52 23 1,050.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 7,691 17.28 102 23.17
2025-08-18 13F Geneos Wealth Management Inc. 5,381 20.62 71 26.79
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 593 98.33 7 50.00
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 570,636 1.89 7,538 6.83
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,150 2.57 48 9.30
2025-04-24 NP SWASX - Schwab Global Real Estate Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 150,900 162.86 1,711 117.13
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,209 9.52 129 17.27
2025-08-15 13F Tower Research Capital LLC (TRC) 3,767 209.79 50 226.67
2025-07-28 NP VCSLX - Small Cap Index Fund 18,374 31.73 228 43.67
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,854 11.89 194 19.88
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 5,619 5.28 74 10.45
2025-08-07 13F HighPoint Advisor Group LLC 17,441 29.19 230 45.57
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 149,463 557.91 1,852 620.23
2025-08-14 13F Tcw Group Inc 316,000 131.95 4,174 143.24
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 2,657 1.92 35 9.38
2025-08-15 13F Morgan Stanley 1,338,549 59.19 17,682 66.91
2025-07-28 NP HDG - ProShares Hedge Replication ETF 48 11.63 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 9,882 161.50 131 176.60
2025-07-30 13F Cullen/frost Bankers, Inc. 1,339 151.22 18 183.33
2025-08-05 13F GPS Wealth Strategies Group, LLC 162 1.89 2 100.00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 11,690 14.25 162 25.78
2025-08-08 13F Geode Capital Management, Llc 966,278 0.22 12,767 5.07
2025-08-14 13F Conversant Capital LLC 1,184,861 9,363
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 25,619 37.82 295 47.74
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15,477 0.14 195 14.04
2025-08-05 13F Bank of New York Mellon Corp 140,945 3.33 1,862 8.32
2025-07-14 13F GAMMA Investing LLC 9,225 55.07 122 63.51
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,292 2.72 638 7.60
2025-08-14 13F Man Group plc 17,045 225
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 236,797 0.69 2,726 7.79
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 285,852 6.35 4 0.00
2025-08-08 13F/A Sterling Capital Management LLC 979 55.40 13 71.43
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,331 9.32 44 15.79
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,526 1.38 1,090 6.34
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 382,207 2.94 4,399 10.22
2025-08-05 13F Huntington National Bank 54 1
2025-08-13 13F Jump Financial, LLC 12,177 161
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 17,076 5.26 226 10.29
2025-08-11 13F HighTower Advisors, LLC 14,415 18.50 190 24.18
2025-08-14 13F Wells Fargo & Company/mn 25,579 8.35 338 13.47
2025-08-14 13F Susquehanna International Group, Llp Call 15,400 28.33 203 34.44
2025-08-26 13F/A Thrivent Financial For Lutherans 54,821 365.57 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 2,495 161.53 33 166.67
2025-08-06 13F True Wealth Design, LLC 7 75.00 0
2025-08-14 13F K2 Principal Fund, L.p. 116,697 72.86 1,542 81.29
2025-08-13 13F MetLife Investment Management, LLC 22,096 0.02 292 4.68
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 23,959 11.11 276 19.05
2025-08-19 13F Advisory Services Network, LLC 11,687 7.07 159 15.33
2025-08-12 13F MAI Capital Management 72 1
2025-08-14 13F GWM Advisors LLC 6,963 0.30 92 4.60
2025-08-13 13F Mount Yale Investment Advisors, LLC 2,651 35
2025-08-08 13F Intech Investment Management Llc 19,494 8.65 258 13.72
2025-08-14 13F Aqr Capital Management Llc 12,020 159
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,151,575 0.36 15,212 5.22
2025-08-11 13F Vanguard Group Inc 3,637,879 0.09 48,056 4.94
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 59,773 10.69 790 16.03
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,025 33.12 14 44.44
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-12 13F CIBC Private Wealth Group, LLC 641 8
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,162 674.91 27 766.67
2025-08-14 13F Warren Averett Asset Management, LLC 11,562 2.82 153 7.80
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 201,673 0.68 2,499 10.00
2025-08-14 13F Mariner, LLC 40,650 54.31 537 61.93
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,774 11.54 32 19.23
2025-06-26 NP FESIX - Fidelity SAI Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,649 58.56 54 70.97
2025-08-13 13F StoneX Group Inc. 15,118 36.32 202 42.25
2025-08-12 13F Dimensional Fund Advisors Lp 129,637 22.98 1,713 28.92
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,758 48.10 23 64.29
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,556 50.94 64 61.54
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,699 22.44 306 10.87
2025-08-12 13F J.w. Cole Advisors, Inc. 45,806 1.52 605 6.51
2025-07-01 13F Burkett Financial Services, Llc 703 1.88 9 12.50
2025-08-29 13F Centaurus Financial, Inc. 1,362,668 3.06 18 12.50
2025-08-19 13F State of Wyoming 14,160 38.57 187 46.09
2025-08-07 13F Allworth Financial LP 4,458 0.91 59 11.54
2025-08-12 13F Gitterman Wealth Management, LLC 837 11
2025-08-14 13F Price T Rowe Associates Inc /md/ 17,452 7.40 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,239 0.93 96 5.56
2025-08-01 13F Envestnet Asset Management Inc 27,573 23.05 363 28.37
2025-08-14 13F Jane Street Group, Llc 66,649 880
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,904 11.09 25 19.05
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182,516 8.96 2,261 19.06
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 3,383 22.97 39 0.00
2025-08-13 13F Level Four Advisory Services, Llc 27,386 3.23 362 8.08
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 3,736 117.59 43 86.96
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 4,048 20.98 47 0.00
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,532 638.28 363 704.44
2025-08-12 13F Zacks Investment Management 43,780 578
2025-08-11 13F Aptus Capital Advisors, LLC 10,387 0.10 137 5.38
2025-08-05 13F Meixler Investment Management, Ltd. 86,053 0.12 1,137 4.89
2025-08-14 13F J. Goldman & Co LP 300,379 3,968
2025-08-13 13F Northwestern Mutual Wealth Management Co 7,330 1.64 97 6.67
2025-04-30 13F Sofos Investments, Inc. 4,567 108.54 58 147.83
2025-08-12 13F Charles Schwab Investment Management Inc 629,195 2.26 8,312 7.21
2025-08-14 13F Integrated Wealth Concepts LLC 14,456 191
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 10,337 161.90 137 177.55
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,228 471.16 15 650.00
2025-08-12 13F Legal & General Group Plc 3,347 7.41 44 12.82
2025-07-22 13F MBL Wealth, LLC 10,590 140
2025-08-12 13F Global Retirement Partners, LLC 2,170 14.15 29 33.33
2025-08-11 13F Covestor Ltd 35 775.00 0
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89,847 2.88 1,034 10.23
2025-07-16 13F State of Alaska, Department of Revenue 17,852 1.92 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,815 7.73 642 17.61
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