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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Creative Planning's PSTL Position: Q1 2026 in Review

Creative Planning increased its Postal Realty Trust (PSTL) stake by 19% in Q1 2026, buying an estimated $192K and bringing the position to 65,645 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #2297.

Creative Planning first reported a position in PSTL in Q4 2024 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold PSTL as of Q1 2026.

  • Creative Planning held 65,645 shares of Postal Realty Trust worth $1.22M as of Q1 2026.
  • Creative Planning bought 10,379 Postal Realty Trust shares in Q1 2026, an estimated $192K.
  • Postal Realty Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2297 holding.
  • Creative Planning first reported a position in Postal Realty Trust in Q4 2024 and has held it in 6 quarters since.
  • 210 funds tracked by Wall St. Rank held Postal Realty Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.