Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Postal Realty Trust Inc (PSTL)

217 + Investors. Track Smart Money conviction in PSTL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
9Q ▲
Buyers last Q
55%

Smart Money Signals — PSTL

Based on 220 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added PSTL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
220 hedge funds hold PSTL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+51 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

119 buying96 selling
Last quarter: 119 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 27 → 34 → 35 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
93 out of 220 hedge funds have held PSTL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +46% but shares only +9% — price-driven

Value
+45%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +9%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~32 new funds/quarter

23 → 27 → 34 → 35 → 32 new funds/Q
New funds entering each quarter: 27 → 34 → 35 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 37% newcomers

■ 47% veterans ■ 16% 1-2yr ■ 37% new
Entry-cohort mix of 221 holders: 103 (47%) are 2+ year veterans, 36 entered 1–2 years ago, and 82 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
44 of 217 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in PSTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PSTL

In 2026 Q2, 119 hedge funds were net buyers of PSTL (32 opened a new position, 87 added to an existing one), while 96 reduced or exited (73 trimmed, 23 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 54% of total institutional value in PSTL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 220.

Hedge Fund Ownership: PSTL

How many hedge funds hold PSTL — quarterly history vs. share price
Quarterly hedge fund ownership of PSTL vs. share price

Market Analysis: PSTL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSTL

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PSTL
217 + Investors

Track Smart Money conviction in PSTL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 217 211 2.84%
13F Shares 24M 22M 8.98%
Total Value $566M $389M 45.71%
New Positions 32 35 -3
Increased Positions 87 80 +7
Closed Positions 23 26 -3
Reduced Positions 73 67 +6
Total Calls 2 2 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: PSTL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

217 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSTL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PSTL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gilman Hill Asset Management, LLC 1.41% 417,546 $10.3M
2 Miller Global Investments, LLC 1.11% 54,459 $1.3M
3 Ashford Capital Management Inc 0.66% 248,650 $6.1M
4 Manatuck Hill Partners, LLC 0.66% 80,200 $2.0M
5 North Star Investment Management Corp. 0.65% 483,411 $11.9M
6 White Pine Capital LLC 0.60% 103,277 $2.5M
7 Uniplan Investment Counsel, Inc. 0.42% 238,177 $4.5M
8 Formula Growth Ltd 0.39% 45,000 $1.1M
9 DigitalBridge Group, Inc. 0.35% 238,061 $5.9M
10 Tred Avon Family Wealth, LLC 0.30% 40,310 $993K
11 SeaBridge Investment Advisors LLC 0.26% 72,383 $1.8M
12 Brasada Capital Management, LP 0.20% — $1.1M
13 Nvwm, LLC 0.17% 34,028 $838K
14 Canton Hathaway, LLC 0.17% 35,034 $863K
15 Certior Financial Group, LLC 0.14% 10,347 $255K
16 Steadtrust LLC 0.14% 11,000 $271K
17 FJ Capital Management LLC 0.11% 33,921 $836K
18 Prelude Capital Management, LLC 0.09% 50,700 $1.2M
19 First Wilshire Securities Management Inc 0.08% 16,374 $403K
20 Atom Investors LP 0.08% 36,878 $909K
21 Nilsine Partners, LLC 0.08% 45,344 $1.1M
22 Ancora Advisors LLC 0.07% 153,772 $3.8M
23 Quantbot Technologies LP 0.05% 55,979 $1.4M
24 Empirical Asset Management, LLC 0.05% 9,483 $234K
25 Cambria Investment Management, L.P. 0.05% 42,846 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Postal Realty Trust Inc (PSTL)

What does the Smart Money Trend signal show for PSTL?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added PSTL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PSTL?

Slight buying edge — 55% buying: Last quarter: 119 funds bought or added vs 96 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PSTL holders?

Elite ownership — 54% AUM from top-100 funds: 44 of 217 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in PSTL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PSTL?

42% of holders stayed for 2+ years: 93 out of 220 hedge funds have held PSTL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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