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PSTL

Postal Realty Trust

103 hedge funds and large institutions have $199M invested in Postal Realty Trust in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 43 increasing their positions, 34 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $452K

26% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 34

3% more capital invested

Capital invested by funds: $193M → $199M (+$6.31M)

2% less funds holding

Funds holding: 105103 (-2)

3.52% less ownership

Funds ownership: 69.96%66.45% (-3.5%)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
43
Reduced
34
Closed
12
Calls
$1.74M
Puts
$452K
Net Calls
+$1.28M
Net Calls Change
+$415K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.9M +$1.5M +100,310 +4%
BlackRock
2
BlackRock
New York
$17.3M +$155K +10,376 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$13.4M +$261K +17,411 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$10.5M -$657K -43,850 -6%
UIC
5
Uniplan Investment Counsel
Wisconsin
$9.57M -$231K -15,430 -2%
GHAM
6
Gilman Hill Asset Management
Connecticut
$7.05M +$1.59M +105,963 +30%
Morgan Stanley
7
Morgan Stanley
New York
$6.14M +$536K +35,775 +10%
State Street
8
State Street
Massachusetts
$5.74M +$1.26M +84,368 +29%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.58M +$128K +8,515 +2%
HRES
10
Heitman Real Estate Securities
Illinois
$5.43M -$6.75M -450,381 -56%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$4.99M -$104K -6,960 -2%
ETC
12
Exchange Traded Concepts
Oklahoma
$3.65M +$347K +23,148 +11%
PCM
13
Penn Capital Management
Pennsylvania
$3.31M +$246K +16,424 +8%
AA
14
Ancora Advisors
Ohio
$3.28M -$199K -13,295 -6%
NSIM
15
North Star Investment Management
Illinois
$3.27M -$23.2K -1,548 -0.7%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$3.12M +$524K +35,000 +21%
N
17
Nuveen
North Carolina
$3.11M -$1.03M -68,991 -25%
RA
18
Royce & Associates
New York
$2.8M
HighTower Advisors
19
HighTower Advisors
Illinois
$2.55M -$25K -1,669 -1%
BA
20
Bard Associates
Illinois
$2.52M -$18K -1,200 -0.7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.42M +$771K +51,472 +48%
Stifel Financial
22
Stifel Financial
Missouri
$2.33M +$105K +7,009 +5%
DWM
23
Dakota Wealth Management
Florida
$2.23M +$260K +17,334 +13%
Northern Trust
24
Northern Trust
Illinois
$2.21M -$18.4K -1,227 -0.8%
DBT
25
Dubuque Bank & Trust
Iowa
$2.2M +$103K +6,843 +5%

PSTL Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Postal Realty Trust (PSTL) for Q1 2023, worth a combined $199M — up 3.3% from $193M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PSTL and 10 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 43 added.

The largest buyer was Gilman Hill Asset Management, adding an estimated $1.59M. The largest seller was Heitman Real Estate Securities, cutting an estimated $6.75M.

  • 103 institutional investors held Postal Realty Trust (PSTL) as of Q1 2023, down from 105 in Q4 2022.
  • Funds reported $199M of Postal Realty Trust stock for Q1 2023, up 3.3% quarter-over-quarter.
  • 10 funds opened new Postal Realty Trust positions in Q1 2023 and 12 closed out, a net change of -2 holders.
  • The largest Postal Realty Trust buyer in Q1 2023 was Gilman Hill Asset Management, an estimated $1.59M added.
  • The largest Postal Realty Trust seller in Q1 2023 was Heitman Real Estate Securities, an estimated $6.75M sold.

Based on aggregated 13F filings for Q1 2023.