NW
PSTL

Naviter Wealth’s Postal Realty Trust PSTL Stock Holding History

Naviter Wealth’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
-15,137
Closed -$226K – 196
2022
Q2 		$226K Sell
15,137
-60
-0.4% -$960 0.09% 172
2022
Q1 		$256K Sell
15,197
-206
-1% -$3.67K 0.09% 86
2021
Q4 		$305K Buy
+15,403
New +$287K 0.09% 89

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

Naviter Wealth's PSTL Position: Q3 2022 in Review

Naviter Wealth sold out of Postal Realty Trust (PSTL) in Q3 2022, closing a stake of 15,137 shares — an estimated $226K sold.

Naviter Wealth first reported a position in PSTL in Q4 2021 and held it in 3 quarters. The position peaked at $305K in Q4 2021. 101 funds tracked by Wall St. Rank hold PSTL as of Q3 2022.

  • Naviter Wealth reported no remaining Postal Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Naviter Wealth sold 15,137 Postal Realty Trust shares in Q3 2022, an estimated $226K.
  • Naviter Wealth first reported a position in Postal Realty Trust in Q4 2021 and held it in 3 quarters.
  • Naviter Wealth's Postal Realty Trust position peaked at $305K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.