JMPWA
PSTL

JP Morgan Private Wealth Advisors’s Postal Realty Trust PSTL Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-17,272
Closed -$257K – 1969
2022
Q2 		$257K Buy
17,272
+144
+0.8% +$2.3K ﹤0.01% 1729
2022
Q1 		$288K Sell
17,128
-48
-0.3% -$855 ﹤0.01% 1762
2021
Q4 		$340K Buy
17,176
+179
+1% +$3.33K ﹤0.01% 1699
2021
Q3 		$317K Sell
16,997
-507
-3% -$9.72K ﹤0.01% 1671
2021
Q2 		$319K Buy
17,504
+1,011
+6% +$19.7K ﹤0.01% 1652
2021
Q1 		$283K Sell
16,493
-304
-2% -$4.97K ﹤0.01% 1552
2020
Q4 		$284K Buy
16,797
+1,108
+7% +$17.2K ﹤0.01% 1521
2020
Q3 		$238K Buy
+15,689
New +$232K ﹤0.01% 1462

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PSTL Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of Postal Realty Trust (PSTL) in Q3 2022, closing a stake of 17,272 shares — an estimated $257K sold.

JP Morgan Private Wealth Advisors first reported a position in PSTL in Q3 2020 and held it in 8 quarters. The position peaked at $340K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSTL as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Postal Realty Trust position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 17,272 Postal Realty Trust shares in Q3 2022, an estimated $257K.
  • JP Morgan Private Wealth Advisors first reported a position in Postal Realty Trust in Q3 2020 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's Postal Realty Trust position peaked at $340K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.