CWM
PSTL

Castle Wealth Management’s Postal Realty Trust PSTL Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-81
Closed -$1K – 483
2022
Q3 		$1K Hold
81
– – ﹤0.01% 637
2022
Q2 		$1K Buy
+81
New +$1.3K ﹤0.01% 635

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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Castle Wealth Management's PSTL Position: Q4 2022 in Review

Castle Wealth Management sold out of Postal Realty Trust (PSTL) in Q4 2022, closing a stake of 81 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in PSTL in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 105 funds tracked by Wall St. Rank hold PSTL as of Q4 2022.

  • Castle Wealth Management reported no remaining Postal Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 81 Postal Realty Trust shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Postal Realty Trust in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Postal Realty Trust position peaked at $1K in Q3 2022.
  • 105 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.