Wellington Management Group
PSTL

Wellington Management Group’s Postal Realty Trust PSTL Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-113,300
Closed -$1.72M – 1970
2023
Q1 		$1.72M Hold
113,300
– – ﹤0.01% 1539
2022
Q4 		$1.65M Hold
113,300
– – ﹤0.01% 1545
2022
Q3 		$1.66M Buy
113,300
+35,100
+45% +$546K ﹤0.01% 1561
2022
Q2 		$1.17M Buy
78,200
+38,200
+96% +$611K ﹤0.01% 1651
2022
Q1 		$673K Buy
+40,000
New +$712K ﹤0.01% 1810

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
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Wellington Management Group's PSTL Position: Q2 2023 in Review

Wellington Management Group sold out of Postal Realty Trust (PSTL) in Q2 2023, closing a stake of 113,300 shares — an estimated $1.72M sold.

Wellington Management Group first reported a position in PSTL in Q1 2022 and held it in 5 quarters. The position peaked at $1.72M in Q1 2023. 100 funds tracked by Wall St. Rank hold PSTL as of Q2 2023.

  • Wellington Management Group reported no remaining Postal Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 113,300 Postal Realty Trust shares in Q2 2023, an estimated $1.72M.
  • Wellington Management Group first reported a position in Postal Realty Trust in Q1 2022 and held it in 5 quarters.
  • Wellington Management Group's Postal Realty Trust position peaked at $1.72M in Q1 2023.
  • 100 funds tracked by Wall St. Rank held Postal Realty Trust as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.