Filing Research | PEAKSTONE REALTY TRUST Institutional Holdings

Snapshot holdings

1 / 1 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	10SH	$210

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	IFP Advisors, Inc unchanged	Shares	0	+$1	$210
2	TSFG, LLC exited	Shares	-612	-$13	$0
3	Hughes Financial Services, LLC exited	Shares	-2	-$42	$0
4	True Wealth Design, LLC exited	Shares	-7	-$147	$0
5	MassMutual Private Wealth & Trust, FSB exited	Shares	-15	-$313	$0
6	State of Alaska, Department of Revenue exited	Shares	-19.8K	-$413	$0
7	Key FInancial Inc exited	Shares	-80	-$1.7K	$0
8	SALEM INVESTMENT COUNSELORS INC exited	Shares	-124	-$2.6K	$0
9	Cedar Mountain Advisors, LLC exited	Shares	-129	-$2.7K	$0
10	Scarborough Advisors, LLC exited	Shares	-171	-$3.6K	$0
11	Triumph Capital Management exited	Shares	-186	-$3.9K	$0
12	BFSG, LLC exited	Shares	-365	-$7.6K	$0
13	ENTRUST FINANCIAL LLC exited	Shares	-386	-$8.1K	$0
14	Mosley Wealth Management exited	Shares	-847	-$11.1K	$0
15	EXCHANGE TRADED CONCEPTS, LLC exited	Shares	-583	-$12.2K	$0
16	Sound Income Strategies, LLC exited	Shares	-654	-$13.7K	$0
17	Ares Financial Consulting, LLC exited	Shares	-922	-$19.3K	$0
18	SIGNATUREFD, LLC exited	Shares	-927	-$19.4K	$0
19	EverSource Wealth Advisors, LLC exited	Shares	-1.0K	-$21.2K	$0
20	KERR FINANCIAL PLANNING Corp exited	Shares	-1.2K	-$25.1K	$0
21	Spire Wealth Management exited	Shares	-2.0K	-$41.2K	$0
22	Financial Life Planners exited	Shares	-3.4K	-$70.5K	$0
23	Versant Capital Management, Inc exited	Shares	-3.8K	-$78.4K	$0
24	Farther Finance Advisors, LLC exited	Shares	-4.0K	-$84.4K	$0
25	Fortis Group Advisors, LLC exited	Shares	-4.2K	-$88.2K	$0
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC exited	Shares	-8.6K	-$179.0K	$0
27	GAMMA Investing LLC exited	Shares	-9.1K	-$189.1K	$0
28	PFG Investments, LLC exited	Shares	-10.1K	-$211.5K	$0
29	Accel Wealth Management exited	Shares	-10.3K	-$216.1K	$0
30	MBL Wealth, LLC exited	Shares	-10.6K	-$221.2K	$0
31	Police & Firemen's Retirement System of New Jersey exited	Shares	-10.6K	-$221.6K	$0
32	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC exited	Shares	-11.9K	-$249.4K	$0
33	Brookwood Investment Group LLC exited	Shares	-16.3K	-$340.7K	$0
34	Dynamic Advisor Solutions LLC exited	Shares	-18.1K	-$378.3K	$0
35	Paradiem, LLC exited	Shares	-18.1K	-$379.1K	$0
36	INDEPENDENT FINANCIAL GROUP, LLC exited	Shares	-21.5K	-$448.9K	$0
37	J.W. COLE ADVISORS, INC. exited	Shares	-37.8K	-$788.9K	$0
38	ABC ARBITRAGE SA exited	Shares	-41.9K	-$874.5K	$0
39	SCHNIEDERS CAPITAL MANAGEMENT, LLC. exited	Shares	-58.5K	-$1.2M	$0
40	CREDIT INDUSTRIEL ET COMMERCIAL exited	Shares	-180.0K	-$3.8M	$0