Vault-13

PEAKSTONE REALTY TRUST PKST

COMMON SHARES · REIT · CUSIP 39818P799

197 institutional holders -3 vs Q2 2025
20,281,30320.3m shares reported held*
$268.3mreported value*
20 new 52 added 79 reduced 23 sold out net bought ≈ $16.9m (+1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.23. Options: 0 managers hold calls (— notional), 1 hold puts ($5.0k).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q1 23: 2Q2 23: 181Q3 23: 196Q4 23: 189Q1 24: 178Q2 24: 179Q3 24: 187Q4 24: 214Q1 25: 204Q2 25: 200Q3 25: 197197Q1 23Q3 23Q1 24Q3 24Q1 25Q3 25
Numbers
QuarterHolders
Q1 20232
Q2 2023181
Q3 2023196
Q4 2023189
Q1 2024178
Q2 2024179
Q3 2024187
Q4 2024214
Q1 2025204
Q2 2025200
Q3 2025197

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 80 bought or addedQ4 23: 95 cut or sold outQ1 24: 76 bought or addedQ1 24: 93 cut or sold outQ1 24Q2 24: 81 bought or addedQ2 24: 83 cut or sold outQ3 24: 80 bought or addedQ3 24: 87 cut or sold outQ3 24Q4 24: 93 bought or addedQ4 24: 82 cut or sold outQ1 25: 102 bought or addedQ1 25: 95 cut or sold outQ1 25Q2 25: 80 bought or addedQ2 25: 100 cut or sold outQ3 25: 72 bought or addedQ3 25: 102 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238095
Q1 20247693
Q2 20248183
Q3 20248087
Q4 20249382
Q1 202510295
Q2 202580100
Q3 202572102

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ4 24 calls: $184.9kQ4 24 puts: $276.3kQ4 24P/C 1.49Q1 25 calls: $415.8kQ1 25 puts: $166.1kQ1 25P/C 0.40Q2 25 calls: $388.4kQ2 25 puts: $44.0kQ2 25P/C 0.11Q3 25 calls: $0Q3 25 puts: $5.0kQ3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$184.9k$276.3k1.49
Q1 2025$415.8k$166.1k0.40
Q2 2025$388.4k$44.0k0.11
Q3 2025$0$5.0k—

Biggest buyers

MORGAN STANLEY Added +485,037+485.0k
J. Goldman & Co LP Added +451,020+451.0k
SUMMIT WEALTH GROUP LLC / CO New +206,336+206.3k
STRS OHIO Added +163,700+163.7k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +154,335+154.3k
PRIVATE MANAGEMENT GROUP INC New +124,471+124.5k
K2 PRINCIPAL FUND, L.P. Added +120,706+120.7k
MILLENNIUM MANAGEMENT LLC Added +88,263+88.3k
Meixler Investment Management, Ltd. Added +78,074+78.1k
DIMENSIONAL FUND ADVISORS LP Added +65,899+65.9k

Biggest sellers

Invesco Ltd. Reduced -295,986-296.0k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP Reduced -141,129-141.1k
INDEPENDENT FINANCIAL GROUP, LLC Reduced -110,284-110.3k
VANGUARD GROUP INC Reduced -55,977-56.0k
Cambridge Investment Research Advisors, Inc. Reduced -48,829-48.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -46,106-46.1k
Sigma Planning Corp Reduced -32,166-32.2k
Thrivent Financial for Lutherans Reduced -28,218-28.2k
CENTAURUS FINANCIAL, INC. Reduced -27,719-27.7k
Mariner, LLC Reduced -24,891-24.9k

Biggest calls

None

Biggest puts

SIMPLEX TRADING, LLC Reduced $5.0k400 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-02-05 8.6% 3.1m 2025-02-05
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.0% new 1.9m 2026-04-29

Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), MORGAN STANLEY (0.7%, 2026-03-06)

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,581,9023.6m $47.0m $47.0m 0.00% Reduced -56.0k -55,977
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,247,8703.2m $42.6m $42.6m 0.00% Reduced -4.5k -4,543
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,823,5861.8m $23.9m $23.9m 0.00% Added +485.0k +485,037
4 CENTAURUS FINANCIAL, INC. 0.82% of their portfolio ANAHEIM, CA 1,334,9491.3m $17.5m $17.5m 0.82% Reduced -27.7k -27,719
5 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 951,165951.2k $12.5m $12.5m 0.00% Reduced -15.1k -15,113
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 792,726792.7k $10.5m $10.5m 0.00% Added +13.5k +13,549
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 783,530783.5k $10.3m $10.3m 0.00% Added +154.3k +154,335
8 J. Goldman & Co LP 0.37% of their portfolio NEW YORK, NY 751,399751.4k $9.9m $9.9m 0.37% Added +451.0k +451,020
9 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 389,468389.5k $5.1m $5.1m 0.00% Reduced -296.0k -295,986
10 TCW GROUP INC 0.04% of their portfolio LOS ANGELES, CA 373,900373.9k $4.9m $4.9m 0.04% Added +57.9k +57,900
11 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 301,035301.0k $3.9m $3.9m 0.00% Reduced -7.6k -7,611
12 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 293,177293.2k $3.8m $3.8m 0.00% Reduced -9.8k -9,808
13 K2 PRINCIPAL FUND, L.P. 0.33% of their portfolio TORONTO, A6 237,403237.4k $3.1m $3.1m 0.33% Added +120.7k +120,706
14 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 237,023237.0k $3.1m $3.1m 0.01% Reduced -48.8k -48,829
15 SUMMIT WEALTH GROUP LLC / CO 0.52% of their portfolio COLORADO SPRINGS, CO 206,336206.3k $4.9m $4.9m 0.52% New
16 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 205,069205.1k $2.7m $2.7m 0.00% Added +26.4k +26,437
17 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 195,536195.5k $2.6m $2.6m 0.00% Added +65.9k +65,899
18 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 181,184181.2k $2.4m $2.4m 0.00% Reduced -141.1k -141,129
19 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 177,830177.8k $2.3m $2.3m 0.00% Reduced -14.9k -14,877
20 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 170,800170.8k $2.2m $2.2m 0.01% Added +163.7k +163,700
21 Meixler Investment Management, Ltd. 1.32% of their portfolio SHOW LOW, AZ 164,127164.1k $2.2m $2.2m 1.32% Added +78.1k +78,074
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 161,719161.7k $2.1m $2.1m 0.00% Reduced -6.1k -6,132
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 154,481154.5k $2.0m $2.0m 0.00% Added +13.5k +13,536
24 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 139,947139.9k $1.8m $1.8m 0.04% Reduced -110.3k -110,284
25 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 129,129129.1k $1.7m $1.7m 0.00% Added +3.2k +3,221
26 PRIVATE MANAGEMENT GROUP INC 0.05% of their portfolio IRVINE, CA 124,471124.5k $1.6m $1.6m 0.05% New
27 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 121,794121.8k $1.6m $1.6m 0.00% Added +88.3k +88,263
28 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 115,011115.0k $1.5m $1.5m 0.04% Reduced -32.2k -32,166
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 111,831111.8k $1.5m $1.5m 0.00% Added +5.5k +5,451
30 RAFFLES ASSOCIATES LP 1.31% of their portfolio NEW YORK, NY 107,000107.0k $1.4m $1.4m 1.31% Reduced -16.8k -16,847
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 106,908106.9k $1.4m $1.4m 0.00% Added +63.5k +63,496
32 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 100,957101.0k $1.3m $1.3m 0.00% Reduced -7.2k -7,230
33 Clear Harbor Asset Management, LLC 0.08% of their portfolio Stamford, CT 85,90885.9k $1.1m $1.1m 0.08% Reduced -4.0k -4,045
34 TCP Asset Management, LLC 0.20% of their portfolio Upper Arlington, OH 84,78884.8k $1.1m $1.1m 0.20% Reduced -3.7k -3,709
35 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 80,10480.1k $1.1m $1.1m 0.00% Added +13.5k +13,455
36 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 76,73976.7k $1.0m $1.0m 0.00% Unchanged
37 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 75,85575.9k $995.2k $995.2k 0.00% Added +191 +191
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 75,05575.1k $984.7k $984.7k 0.00% Added +15.5k +15,455
39 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 68,54068.5k $899.3k $899.3k 0.00% Added +56.5k +56,530
40 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 68,31568.3k $896.3k $896.3k 0.00% Reduced -9.7k -9,660
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 64,83064.8k $850.6k $850.6k 0.00% Reduced -12.0k -12,047
42 Brookwood Investment Group LLC 0.11% of their portfolio PHOENIX, AZ 62,98363.0k $826.3k $826.3k 0.11% Added +23.0k +22,991
43 CWM, LLC 0.00% of their portfolio OMAHA, NE 56,51656.5k $741.0k $741.0k 0.00% Reduced -4.8k -4,850
44 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 56,36456.4k $739.5k $739.5k 0.00% Reduced -4.1k -4,053
45 Concorde Asset Management, LLC 0.28% of their portfolio ANN ARBOR, MI 51,53751.5k $671.3k $671.3k 0.28% First filing
46 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 51,30051.3k $673.1k $673.1k 0.00% Reduced -2.3k -2,300
47 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 47,02047.0k $616.9k $616.9k 0.00% Added +9.6k +9,569
48 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 46,48146.5k $609.8k $609.8k 0.00% Reduced -6.2k -6,190
49 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 43,66543.7k $572.9k $572.9k 0.01% Reduced -2.1k -2,141
50 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 42,09642.1k $552.3k $552.3k 0.00% Reduced -1.4k -1,400
51 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 39,29039.3k $515.5k $515.5k 0.00% Reduced -1.9k -1,900
52 Arkhouse Management Co. LP 1.40% of their portfolio New York, NY 38,20638.2k $501.3k $501.3k 1.40% New
53 BAILARD, INC. 0.01% of their portfolio Foster City, CA 37,90037.9k $497.2k $497.2k 0.01% New
54 Beacon Capital Management, LLC 0.06% of their portfolio FRANKLIN, TN 34,40934.4k $451.4k $451.4k 0.06% Reduced -2.5k -2,498
55 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 33,34833.3k $437.5k $437.5k 0.00% Reduced -2.1k -2,056
56 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 30,18130.2k $396.0k $396.0k 0.00% Added +4.6k +4,602
57 Soltis Investment Advisors LLC 0.03% of their portfolio ST. GEORGE, UT 29,50629.5k $387.1k $387.1k 0.03% New
58 Man Group plc 0.00% of their portfolio LONDON, X0 29,28129.3k $384.2k $384.2k 0.00% Added +12.2k +12,236
59 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio BALA CYNWYD, PA 27,28327.3k $358.0k $358.0k 0.01% Reduced -10.2k -10,226
60 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 26,60326.6k $349.0k $349.0k 0.00% Reduced -28.2k -28,218
61 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 26,50626.5k $347.8k $347.8k 0.00% Unchanged
62 A4 Wealth Advisors LLC 0.29% of their portfolio HUNTERSVILLE, NC 25,89625.9k $339.8k $339.8k 0.29% First filing
63 LEVEL FOUR ADVISORY SERVICES, LLC 0.01% of their portfolio DALLAS, TX 25,84425.8k $339.1k $339.1k 0.01% Reduced -1.5k -1,542
64 Choice Wealth Advisors LLC 0.14% of their portfolio WATERVILLE, ME 25,77825.8k $338.2k $338.2k 0.14% Reduced -811 -811
65 ZACKS INVESTMENT MANAGEMENT 0.00% of their portfolio Chicago, IL 25,75325.8k $337.9k $337.9k 0.00% Reduced -18.0k -18,027
66 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 24,40024.4k $320.1k $320.1k 0.00% New
67 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 24,35624.4k $319.6k $319.6k 0.00% Added +3.5k +3,515
68 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 23,84223.8k $312.8k $312.8k 0.00% Reduced -3.7k -3,731
69 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 21,97922.0k $288.4k $288.4k 0.00% Reduced -117 -117
70 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 21,50021.5k $282.1k $282.1k 0.00% Added +8.6k +8,600
71 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 20,57420.6k $269.9k $269.9k 0.00% Added +8.4k +8,397
72 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 20,51120.5k $269.1k $269.1k 0.01% Unchanged
73 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 19,58819.6k $256.0k $256.0k 0.00% Added +1.7k +1,736
74 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 19,54919.5k $257.0k $257.0k 0.00% Added +2.1k +2,097
75 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 19,54719.5k $256.5k $256.5k 0.01% Reduced -743 -743
76 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 19,35719.4k $254.0k $254.0k 0.00% Added +7.3k +7,337
77 Paradiem, LLC 0.06% of their portfolio COVINGTON, LA 18,14618.1k $238.1k $238.1k 0.06% Unchanged
78 Strid Group, LLC 0.03% of their portfolio NEWTOWN SQUARE, PA 17,42417.4k $228.6k $228.6k 0.03% Unchanged
79 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 17,30817.3k $227.1k $227.1k 0.00% Reduced -2.9k -2,859
80 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 17,27617.3k $226.7k $226.7k 0.00% Added +4.0k +4,038
81 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 17,13917.1k $224.9k $224.9k 0.00% Reduced -2.4k -2,355
82 Coppell Advisory Solutions LLC 0.02% of their portfolio COPPELL, TX 16,98817.0k $222.9k $222.9k 0.02% Reduced -17.2k -17,210
83 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 16,84816.8k $221.0k $221.0k 0.00% Reduced -21.9k -21,880
84 HighPoint Advisor Group LLC 0.01% of their portfolio DOWNERS GROVE, IL 16,31816.3k $214.1k $214.1k 0.01% Reduced -1.1k -1,123
85 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 16,12016.1k $219.7k $219.7k 0.00% Added +4.4k +4,430
86 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 15,82815.8k $207.7k $207.7k 0.00% Added +329 +329
87 Prime Capital Investment Advisors, LLC 0.00% of their portfolio OVERLAND PARK, KS 15,79615.8k $207.2k $207.2k 0.00% Reduced -218 -218
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,75915.8k $206.8k $206.8k 0.00% Reduced -24.9k -24,891
89 Arkadios Wealth Advisors 0.00% of their portfolio ATLANTA, GA 15,22415.2k $199.7k $199.7k 0.00% Reduced -1.5k -1,493
90 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio ORLANDO, FL 14,79414.8k $200.9k $200.9k 0.02% Unchanged
91 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 14,67114.7k $192.5k $192.5k 0.00% Reduced -16.3k -16,253
92 Resona Asset Management Co.,Ltd. 0.00% of their portfolio KOTO-KU,TOKYO, M0 14,54514.5k $190.8k $190.8k 0.00% Reduced -33 -33
93 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 14,46214.5k $189.7k $189.7k 0.01% Added +1.7k +1,685
94 STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio MADISON, WI 14,16914.2k $185.9k $185.9k 0.00% New
95 Glass Jacobson Investment Advisors llc 0.07% of their portfolio OWINGS MILLS, MD 13,74213.7k $180.3k $180.3k 0.07% Added +6 +6
96 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 13,73513.7k $180.2k $180.2k 0.00% Reduced -680 -680
97 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 12,45912.5k $163.5k $163.5k 0.00% Reduced -1.0k -1,025
98 Daiwa Securities Group Inc. 0.00% of their portfolio CHIYODA-KU,TOKYO, M0 12,19312.2k $160.0k $160.0k 0.00% Reduced -517 -517
99 Accel Wealth Management 0.05% of their portfolio WAVERLY, IA 11,99612.0k $157.4k $157.4k 0.05% Unchanged
100 Orion Porfolio Solutions, LLC 0.00% of their portfolio OMAHA, NE 11,68511.7k $153.3k $153.3k 0.00% Reduced -2.0k -2,019