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What smart money is saying about Peakstone Realty TrustUnited States flag

PKST · Real Estate · REIT - Diversified · Market cap $781M

1 fund in our archive has pitched Peakstone Realty Trust — most recently Alluvial Fund LP in March 2026.

Company profile

Peakstone Realty Trust is a self-managed real estate investment trust that currently holds and operates a superior collection of predominantly single-tenant industrial and office properties throughout the United States. The company is in the process of a strategic pivot, aiming to transition into an exclusively industrial REIT, with a particular emphasis on industrial outdoor storage (IOS) assets situated in rapidly expanding coastal and Sunbelt regions. These properties are typically leased to financially sound tenants through extended net lease agreements, which feature predetermined rent increases, thereby guaranteeing a steady and reliable income stream. Based in El Segundo, California, Peakstone prides itself on being a specialized owner-manager of contemporary, well-placed industrial real estate in key markets.

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1
Reported positions
0
Bought
1
Sold
1
Letter

Position history

Every position in Peakstone Realty Trust on record in the archive was reported in Q1 2026, across 1 fund letter1 trimmed or exited.

Fund letters reporting a position in Peakstone Realty Trust, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261011

Fund activity · 1 position · 1 move

  • ExitedAlluvial Fund LP
    March 2026
    In February, Alluvial Fund holding Peakstone Realty Trust agreed to be acquired by Brookfield Asset Management for $21 per share.
    Read the letterPeakstone Realty Trust

Fund coverage · 1 thesis

  • Alluvial Fund LP
    March 2026

    Peakstone Realty Trust was an unpopular real estate turnaround with shrinking office exposure, growing industrial assets, falling overhead, and potential revaluation, later sold via Brookfield acquisition.

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