PKST PEAKSTONE REALTY TRUST COMMON SHARES

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  12 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported PEAKSTONE REALTY TRUST COMMON SHARES (PKST) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows PKST at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PKST ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in PEAKSTONE REALTY TRUST COMMON SHARES, 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
2026 Q1

PKST was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

How CREATIVE FINANCIAL DESIGNS INC /ADV 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,175 +75 +3.6% 0.00% $45K 2026-04-13 $20.93
2025 Q4 REDUCED 2,100 -86 -3.9% 0.00% $30K 2026-02-06 $20.84
2025 Q3 REDUCED 2,186 -63 -2.8% 0.00% $29K 2025-11-14 (Est.) $13.87
2025 Q2 ADDED 2,249 +42 +1.9% 0.00% $30K 2025-08-04 $13.65
2025 Q1 ADDED 2,207 +43 +2.0% 0.00% $28K 2025-04-23 $11.97
2024 Q4 REDUCED 2,164 -176 -7.5% 0.00% $24K 2025-02-10 $10.05
2024 Q3 REDUCED 2,340 -1,626 -41.0% 0.00% $32K 2024-10-28 $12.29
2024 Q2 REDUCED 3,966 -919 -18.8% 0.00% $42K 2024-08-06 $10.79
2024 Q1 ADDED 4,885 +735 +17.7% 0.01% $79K 2024-05-01 $12.39
2023 Q4 ADDED 4,150 +1,693 +68.9% 0.01% $83K 2024-01-10 $14.78
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and PKST

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning PKST?

CREATIVE FINANCIAL DESIGNS INC /ADV reported PKST across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PKST position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for PKST was 0.01% in 2023 Q4.

What is the latest reported PKST position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,175 shares, equal to 0.00% of portfolio, with an estimated market value of $45K.

What does the chart on this PKST ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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.

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