Stock ownership · SEC 13F · Q3 2025

PEAKSTONE REALTY TRUST

Who owns PEAKSTONE REALTY TRUST (CUSIP 39818P799)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$64K
Reported value
5
Institutions
100%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, PEAKSTONE REALTY TRUST ranks #773 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 5 institutions report $64K as of Q3 2025, with ownership dominated by its top few institutional owners.

5
institutions hold it
$64K
reported 13F value
100%
held by top 5
#773
of 775 by value

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, PEAKSTONE REALTY TRUST ranks #773 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 39818P799 · Q3 2025 $0M reported

VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · CLEAR-PEER · ACTIVITY-MID · BOOK-MID

  • VALUE-LIGHT #773/775
  • HOLDERS-FOCUS 5 filers
  • CONC-DOM 100% top-5
  • CLEAR-PEER COHEN & STEERS INFRA…
  • ACTIVITY-MID 4 new
  • BOOK-MID 5Q history

Photo-finish peer on reported value: COHEN & STEERS INFRASTRUCTUR

Read with: Ownership concentration guide - PEAKSTONE REALTY TRUST's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · PEAKSTONE REALTY TRUST

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

TELADOC HEALTH · near$195,489ARK INNOVATION ETF · near$113,818PEAKSTONE REALTY TRUST · thi…$64,371COHEN & STEERS INFRA… · near$34,689TILRAY BRANDS · near$17,815
Aggregate reported institutional value ($)
Largest institutional holders of PEAKSTONE REALTY TRUST
  1. 1
    JPMORGAN CHASE & CO $25K
  2. 2
    CENTAURUS FINANCIAL, INC. $18K
  3. 3
    KERR FINANCIAL PLANNING Corp $17K
  4. 4
    Strategic Advocates LLC $5K
  5. 5
    CIBC Private Wealth Group LLC $13

Top 5 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a PEAKSTONE REALTY TRUST position has risen from 1 to 5 over the last 5 quarters of 13F filings.

0123456 Q1'24Q4'24Q1'25Q2'25Q3'25 5
Distinct 13F filers holding PEAKSTONE REALTY TRUST, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,933 $25K 39.4%
2 CENTAURUS FINANCIAL, INC. 1,334,949 $18K 27.2%
3 KERR FINANCIAL PLANNING Corp 1,198 $17K 26.0%
4 Strategic Advocates LLC 364 $5K 7.4%
5 CIBC Private Wealth Group LLC 1 $13 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among PEAKSTONE REALTY TRUST's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
60.6%
Shared-other discretion (OTR)
39.4%

Latest Quarter Activity · Q3 2025

New positions (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $25K
KERR FINANCIAL PLANNING Corp $17K
Strategic Advocates LLC $5K
CIBC Private Wealth Group LLC $13

Complete exits (2)

Orion Porfolio Solutions, LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold PEAKSTONE REALTY TRUST?▼
PEAKSTONE REALTY TRUST is held by 5 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
Where does PEAKSTONE REALTY TRUST sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, PEAKSTONE REALTY TRUST ranks #773 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of PEAKSTONE REALTY TRUST?▼
Institutions report $64K of PEAKSTONE REALTY TRUST as of Q3 2025.
How concentrated is ownership of PEAKSTONE REALTY TRUST?▼
The top five institutional holders account for 100% of the reported institutional value in PEAKSTONE REALTY TRUST, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of PEAKSTONE REALTY TRUST?▼
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of PEAKSTONE REALTY TRUST with $25K across 1,933 shares as of Q3 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for PEAKSTONE REALTY TRUST: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($64K here).

COHEN & STEERS INFRASTRUCTUR $35K TILRAY BRANDS INC $18K ARK INNOVATION ETF $114K TELADOC HEALTH INC $195K

Similar holder count

Nearest stocks by number of disclosing 13F holders (5 here).

ABRDN PHYSICAL PREC MTL BSKT SHS ETF 5 AES CORP 5 AGNC INVT CORP 5 AIR LEASE CORP 5

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.