DWM
PSTL

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

Dakota 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
2026
Q2 		$783K Sell
31,767
-10,176
-24% -$227K 0.01% 480
2026
Q1 		$778K Sell
41,943
-7,225
-15% -$134K 0.02% 448
2025
Q4 		$794K Sell
49,168
-1,162
-2% -$17.9K 0.01% 451
2025
Q3 		$790K Buy
50,330
+620
+1% +$9.39K 0.02% 396
2025
Q2 		$732K Buy
49,710
+2,690
+6% +$36.9K 0.02% 441
2025
Q1 		$671K Sell
47,020
-638
-1% -$8.57K 0.02% 455
2024
Q4 		$622K Sell
47,658
-109,799
-70% -$1.54M 0.01% 464
2024
Q3 		$2.31M Sell
157,457
-5,932
-4% -$85.1K 0.05% 247
2024
Q2 		$2.18M Sell
163,389
-13,048
-7% -$177K 0.05% 247
2024
Q1 		$2.53M Sell
176,437
-2,936
-2% -$41.6K 0.06% 234
2023
Q4 		$2.61M Buy
179,373
+30,114
+20% +$420K 0.1% 189
2023
Q3 		$2.01M Sell
149,259
-5,892
-4% -$85.4K 0.09% 205
2023
Q2 		$2.28M Buy
155,151
+8,794
+6% +$130K 0.11% 161
2023
Q1 		$2.23M Buy
146,357
+17,334
+13% +$260K 0.15% 147
2022
Q4 		$1.87M Buy
129,023
+39,099
+43% +$596K 0.13% 158
2022
Q3 		$1.32M Buy
89,924
+69,605
+343% +$1.08M 0.11% 188
2022
Q2 		$303K Buy
+20,319
New +$325K 0.03% 371

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

Dakota Wealth Management's PSTL Position: Q2 2026 in Review

Dakota Wealth Management reduced its Postal Realty Trust (PSTL) stake by 24% in Q2 2026, selling an estimated $227K and leaving 31,767 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #480.

Dakota Wealth Management first reported a position in PSTL in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.61M in Q4 2023. 222 funds tracked by Wall St. Rank hold PSTL as of Q2 2026.

  • Dakota Wealth Management held 31,767 shares of Postal Realty Trust worth $783K as of Q2 2026.
  • Dakota Wealth Management sold 10,176 Postal Realty Trust shares in Q2 2026, an estimated $227K.
  • Postal Realty Trust made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Dakota Wealth Management first reported a position in Postal Realty Trust in Q2 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's Postal Realty Trust position peaked at $2.61M in Q4 2023.
  • 222 funds tracked by Wall St. Rank held Postal Realty Trust as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.