SPIA
PSTL

Steward Partners Investment Advisory’s Postal Realty Trust PSTL Stock Holding History

Steward Partners Investment 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
2024
Q3 		– Sell
-3,750
Closed -$50K – 3830
2024
Q2 		$50K Buy
+3,750
New +$50.9K ﹤0.01% 2102
2021
Q4 		– Sell
-300
Closed -$6K – 3290
2021
Q3 		$6K Sell
300
-2,700
-90% -$51.8K ﹤0.01% 2766
2021
Q2 		$55K Buy
+3,000
New +$58.4K ﹤0.01% 3124

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Steward Partners Investment Advisory's PSTL Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Postal Realty Trust (PSTL) in Q3 2024, closing a stake of 3,750 shares — an estimated $50K sold.

Steward Partners Investment Advisory first reported a position in PSTL in Q2 2021 and held it in 3 quarters. The position peaked at $55K in Q2 2021. 126 funds tracked by Wall St. Rank hold PSTL as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Postal Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,750 Postal Realty Trust shares in Q3 2024, an estimated $50K.
  • Steward Partners Investment Advisory first reported a position in Postal Realty Trust in Q2 2021 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Postal Realty Trust position peaked at $55K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held Postal Realty Trust as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.