JWM
PSTL

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

Jeppson 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
2023
Q1 		– Sell
-11,305
Closed -$164K – 207
2022
Q4 		$164K Sell
11,305
-1,305
-10% -$19.9K 0.07% 194
2022
Q3 		$185K Buy
12,610
+485
+4% +$7.54K 0.08% 185
2022
Q2 		$181K Buy
+12,125
New +$194K 0.08% 183

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
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
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Jeppson Wealth Management's PSTL Position: Q1 2023 in Review

Jeppson Wealth Management sold out of Postal Realty Trust (PSTL) in Q1 2023, closing a stake of 11,305 shares — an estimated $164K sold.

Jeppson Wealth Management first reported a position in PSTL in Q2 2022 and held it in 3 quarters. The position peaked at $185K in Q3 2022. 103 funds tracked by Wall St. Rank hold PSTL as of Q1 2023.

  • Jeppson Wealth Management reported no remaining Postal Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Jeppson Wealth Management sold 11,305 Postal Realty Trust shares in Q1 2023, an estimated $164K.
  • Jeppson Wealth Management first reported a position in Postal Realty Trust in Q2 2022 and held it in 3 quarters.
  • Jeppson Wealth Management's Postal Realty Trust position peaked at $185K in Q3 2022.
  • 103 funds tracked by Wall St. Rank held Postal Realty Trust as of Q1 2023.

Based on Jeppson Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.