Clear Harbor Asset Management, LLC PKST — PEAKSTONE REALTY TRUST

Ownership history in Clear Harbor Asset Management, LLC  ·  6 quarters on record

AI Ownership Summary

Clear Harbor Asset Management, LLC reported PEAKSTONE REALTY TRUST (PKST) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.1% in 2025 Q1. The latest visible filing shows PKST at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PKST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Harbor Asset Management, LLC's position in PEAKSTONE REALTY TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PKST was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PKST stock page Clear Harbor Asset Management, LLC fund profile Clear Harbor Asset Management, LLC full holdings
How Clear Harbor Asset Management, LLC held PKST — position size vs. price
% of Fund (quarterly)    PKST price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.1% +45.6% ❌ 80,683 -5,225 -6.1% 0.08% $1.2M 2026-02-14 (Est.) $20.82
2025 Q3 REDUCED — — — 85,908 -4,045 -4.5% 0.06% $1.1M 2025-10-23 $13.60
2025 Q2 REDUCED 6.0% -0.7% ✅ 89,953 -5,710 -6.0% 0.09% $1.2M 2025-07-14 $13.76
2025 Q1 ADDED — — — 95,663 +22,775 +31.2% 0.10% $1.2M 2025-05-15 $11.92
2024 Q4 ADDED — — — 72,888 +40,626 +125.9% 0.06% $807K 2025-01-17 $10.72
2024 Q3 INITIATED — — — 32,262 — — 0.04% $440K 2024-10-24 $12.66

🏢 Other funds also holding PKST

As of 2026 Q1 — sorted by position size

Sanchez Gaunt Capital Management, LLC 0.32% Arch Global Advisors, LLC 0.13% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 0.12% Glass Jacobson Investment Advisors llc 3Y 0.1% Accel Wealth Management 3Y 0.06% Financial Life Planners 0.05% Medallion Wealth Advisors, LLC 0.03% J.W. COLE ADVISORS, INC. 3Y 0.03% Ares Financial Consulting, LLC 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.01%

FAQ About Clear Harbor Asset Management, LLC and PKST

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clear Harbor Asset Management, LLC reported owning PKST?

Clear Harbor Asset Management, LLC reported PKST across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported PKST position in Clear Harbor Asset Management, LLC's portfolio?

The largest reported portfolio weight for PKST was 0.10% in 2025 Q1.

What is the latest reported PKST position on this page?

The most recent filing on this page is 2025 Q4, when Clear Harbor Asset Management, LLC reported 80,683 shares, equal to 0.08% of portfolio, with an estimated market value of $1.2M.

What does the chart on this PKST ownership page compare?

The chart compares Clear Harbor Asset Management, LLC's quarterly PKST portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clear Harbor Asset Management, LLC time their PKST position?

Based on 13F filing dates vs. subsequent PKST price moves, Clear Harbor Asset Management, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on PKST relative to SPY over the holding period was +35.9%.

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