AAS
PSTL

Annex Advisory Services’s Postal Realty Trust PSTL Stock Holding History

Annex Advisory Services’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$218K – 300
2023
Q4 		$218K Hold
15,000
– – 0.01% 249
2023
Q3 		$203K Hold
15,000
– – 0.01% 246
2023
Q2 		$221K Hold
15,000
– – 0.01% 233
2023
Q1 		$228K Hold
15,000
– – 0.01% 216
2022
Q4 		$218K Hold
15,000
– – 0.01% 228
2022
Q3 		$220K Hold
15,000
– – 0.01% 210
2022
Q2 		$224K Hold
15,000
– – 0.02% 233
2022
Q1 		$252K Hold
15,000
– – 0.02% 214
2021
Q4 		$297K Buy
+15,000
New +$280K 0.02% 189

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Annex Advisory Services's PSTL Position: Q1 2024 in Review

Annex Advisory Services sold out of Postal Realty Trust (PSTL) in Q1 2024, closing a stake of 15,000 shares — an estimated $218K sold.

Annex Advisory Services first reported a position in PSTL in Q4 2021 and held it in 9 quarters. The position peaked at $297K in Q4 2021. 114 funds tracked by Wall St. Rank hold PSTL as of Q1 2024.

  • Annex Advisory Services reported no remaining Postal Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Annex Advisory Services sold 15,000 Postal Realty Trust shares in Q1 2024, an estimated $218K.
  • Annex Advisory Services first reported a position in Postal Realty Trust in Q4 2021 and held it in 9 quarters.
  • Annex Advisory Services's Postal Realty Trust position peaked at $297K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held Postal Realty Trust as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.