Creative Planning
PSTL

Creative Planning’s Postal Realty Trust PSTL Stock Holding History

Creative Planning’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
2026
Q2 		$1.67M Buy
67,703
+2,058
+3% +$45.9K ﹤0.01% 2230
2026
Q1 		$1.22M Buy
65,645
+10,379
+19% +$192K ﹤0.01% 2297
2025
Q4 		$892K Buy
55,266
+860
+2% +$13.2K ﹤0.01% 2375
2025
Q3 		$854K Buy
54,406
+14,230
+35% +$215K ﹤0.01% 2263
2025
Q2 		$592K Buy
40,176
+13,252
+49% +$182K ﹤0.01% 2313
2025
Q1 		$384K Buy
26,924
+24,203
+889% +$325K ﹤0.01% 2541
2024
Q4 		$35.5K Buy
+2,721
New +$38.2K ﹤0.01% 3287

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CA
CSM Advisors Warrendale, Pennsylvania $4.68B AUM 43.65% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Creative Planning's PSTL Position: Q2 2026 in Review

Creative Planning increased its Postal Realty Trust (PSTL) stake by 3.1% in Q2 2026, buying an estimated $45.9K and bringing the position to 67,703 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

Creative Planning first reported a position in PSTL in Q4 2024 and has held it in 7 quarters since. 222 funds tracked by Wall St. Rank hold PSTL as of Q2 2026.

  • Creative Planning held 67,703 shares of Postal Realty Trust worth $1.67M as of Q2 2026.
  • Creative Planning bought 2,058 Postal Realty Trust shares in Q2 2026, an estimated $45.9K.
  • Postal Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2230 holding.
  • Creative Planning first reported a position in Postal Realty Trust in Q4 2024 and has held it in 7 quarters since.
  • 222 funds tracked by Wall St. Rank held Postal Realty Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.