RA
PSTL

RFG Advisory’s Postal Realty Trust PSTL Stock Holding History

RFG Advisory’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
Q4 		– Sell
-14,430
Closed -$195K – 681
2023
Q3 		$195K Sell
14,430
-300
-2% -$4.35K 0.01% 597
2023
Q2 		$217K Sell
14,730
-4,400
-23% -$65.1K 0.01% 592
2023
Q1 		$291K Buy
19,130
+1,200
+7% +$18K 0.01% 519
2022
Q4 		$286K Buy
+17,930
New +$273K 0.01% 521

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RFG Advisory's PSTL Position: Q4 2023 in Review

RFG Advisory sold out of Postal Realty Trust (PSTL) in Q4 2023, closing a stake of 14,430 shares — an estimated $195K sold.

RFG Advisory first reported a position in PSTL in Q4 2022 and held it in 4 quarters. The position peaked at $291K in Q1 2023. 117 funds tracked by Wall St. Rank hold PSTL as of Q4 2023.

  • RFG Advisory reported no remaining Postal Realty Trust position as of Q4 2023 after selling out during the quarter.
  • RFG Advisory sold 14,430 Postal Realty Trust shares in Q4 2023, an estimated $195K.
  • RFG Advisory first reported a position in Postal Realty Trust in Q4 2022 and held it in 4 quarters.
  • RFG Advisory's Postal Realty Trust position peaked at $291K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2023.

Based on RFG Advisory's 13F filing for Q4 2023, filed 25 Jan 2024.