As of the latest SEC filings, PEAKSTONE REALTY TRUST (PKST) is held by 127 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $28,658,155.50 in market value, representing 0.04% of its portfolio.
Funds holding PEAKSTONE REALTY TRUST (PKST)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PKST
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.04% | $28,658,155.50 | 1,365,975 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $23,464,838.73 | 1,123,257 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.03% | $18,901,522.68 | 904,812 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.11% | $11,029,850.16 | 528,756 | Feb 28, 2026 | Apr 24, 2026 |
|
ARGAX
THE ARBITRAGE FUND
|
MF | Independent / Boutique | 1.24% | $10,019,058.00 | 480,300 | Feb 28, 2026 | Apr 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $7,850,273.99 | 375,791 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $7,661,833.06 | 365,197 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $6,548,847.88 | 313,492 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.05% | $5,074,642.40 | 241,880 | Apr 30, 2026 | Jun 26, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.03% | $3,806,637.10 | 182,485 | Feb 28, 2026 | Apr 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $3,687,443.06 | 176,771 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.02% | $3,318,846.86 | 159,101 | Feb 28, 2026 | Apr 24, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.25% | $2,797,011.64 | 133,318 | Apr 30, 2026 | Jun 22, 2026 |
|
USRT
iShares Core U.S. REIT ETF
|
ETF | BlackRock / iShares | 0.07% | $2,495,403.16 | 118,942 | Apr 30, 2026 | Jun 24, 2026 |
|
SFSNX
Schwab Fundamental U.S. Small Company Index Fund
|
MF | Charles Schwab | 0.08% | $1,999,205.18 | 95,291 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.16% | $1,936,983.47 | 92,723 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.02% | $1,682,637.96 | 80,202 | Apr 30, 2026 | Jun 25, 2026 |
|
FSRNX
Fidelity Real Estate Index Fund
|
MF | Fidelity | 0.05% | $1,595,696.84 | 76,058 | Apr 30, 2026 | Jun 26, 2026 |
|
MNA
NYLI Merger Arbitrage ETF
|
ETF | Independent / Boutique | 0.57% | $1,418,961.32 | 67,634 | Apr 30, 2026 | Jun 23, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,375,821.30 | 65,955 | Feb 28, 2026 | Apr 24, 2026 |
|
GDL
GDL Fund
|
CEF | Independent / Boutique | 1.17% | $1,347,405.00 | 64,500 | Mar 31, 2026 | Jun 1, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.03% | $1,222,984.16 | 58,544 | Mar 31, 2026 | May 28, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $1,090,081.98 | 52,182 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $998,568.20 | 47,870 | Feb 28, 2026 | Apr 24, 2026 |
|
NARAG
iShares FTSE NAREIT All Equity REIT Index Fund
|
MF | BlackRock / iShares | 0.05% | $994,577.88 | 47,406 | Apr 30, 2026 | Jun 25, 2026 |
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