Taylor Wealth Management Partners’s Postal Realty Trust PSTL Stock Holding History

Taylor Wealth Management Partners’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 Q2	$1.75M	Sell	117,580 -12,615	-10%	-$202K	1%	35
2022 Q1	$2.19M	Sell	130,195 -10,635	-8%	-$189K	0.89%	37
2021 Q4	$2.79M	Sell	140,830 -113,720	-45%	-$2.12M	0.98%	35
2021 Q3	$4.75M	Sell	254,550 -6,640	-3%	-$127K	1.69%	25
2021 Q2	$4.76M	Sell	261,190 -10,725	-4%	-$209K	1.68%	27
2021 Q1	$4.67M	Sell	271,915 -1,780	-0.7%	-$29.1K	1.7%	25
2020 Q4	$4.62M	Sell	273,695 -10,610	-4%	-$164K	1.78%	23
2020 Q3	$4.3M	Buy	284,305 +8,230	+3%	+$122K	1.97%	21
2020 Q2	$4.4M	Sell	276,075 -26,085	-9%	-$412K	2.24%	17
2020 Q1	$4.78M	Sell	302,160 -15,910	-5%	-$248K	2.93%	13
2019 Q4	$5.39M	Sell	318,070 -7,030	-2%	-$114K	2.48%	15
2019 Q3	$5.15M	Sell	325,100 -755	-0.2%	-$11.4K	2.41%	19
2019 Q2	$5.13M	Buy	+325,855	New	+$5.12M	2.4%	19

Other funds holding PSTL

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UIC

Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Taylor Wealth Management Partners's PSTL Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Postal Realty Trust (PSTL) stake by 9.7% in Q2 2022, selling an estimated $202K and leaving 117,580 shares worth $1.75M. The position accounts for 1% of the portfolio, ranked #35.

Taylor Wealth Management Partners first reported a position in PSTL in Q2 2019 and has held it in 13 quarters since. The position peaked at $5.39M in Q4 2019. 99 funds tracked by Wall St. Rank hold PSTL as of Q2 2022.

Taylor Wealth Management Partners held 117,580 shares of Postal Realty Trust worth $1.75M as of Q2 2022.
Taylor Wealth Management Partners sold 12,615 Postal Realty Trust shares in Q2 2022, an estimated $202K.
Postal Realty Trust made up 1% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #35 holding.
Taylor Wealth Management Partners first reported a position in Postal Realty Trust in Q2 2019 and has held it in 13 quarters since.
Taylor Wealth Management Partners's Postal Realty Trust position peaked at $5.39M in Q4 2019.
99 funds tracked by Wall St. Rank held Postal Realty Trust as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.