Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

POSTAL REALTY TRUST INC (PSTL)

209 + 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
↑ +8
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — PSTL

Based on 209 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
209 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 — +27% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+27% 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

114 buying92 selling
Last quarter: 114 funds bought or added vs 92 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 — ~34 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 27 → 33 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 25% medium ■ 32% new
90 out of 209 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.
📈

Growing discovery — still being found

36 → 23 → 27 → 33 → 34 new funds/Q
New funds entering each quarter: 23 → 27 → 33 → 34. A growing number of institutions are discovering PSTL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 12% 1-2yr ■ 38% new
Of 210 current holders: 104 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
42 of 209 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 114 hedge funds were net buyers of PSTL (34 opened a new position, 80 added to an existing one), while 92 reduced or exited (66 trimmed, 26 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in PSTL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 209.

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.

Is It Too Late to Buy POSTAL REALTY TRUST INC (PSTL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PSTL has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
PSTL
+33.8%
XLRE
+7.6%

PSTL outperformed XLRE by +26.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
PSTL
+3.0%
XLRE
+1.6%

Since the filing became public, PSTL outperformed XLRE by +1.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: PSTL
209 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 209 201 3.98%
13F Shares 22M 19M 15.19%
Total Value $388M $306M 26.83%
New Positions 34 33 +1
Increased Positions 80 83 -3
Closed Positions 26 18 +8
Reduced Positions 66 56 +10
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSTL

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

209 + 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 institutional holders of PSTL — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gilman Hill Asset Management, LLC 1.48% 526,695 $9.8M
2 Miller Global Investments, LLC 0.94% 55,322 $1.0M
3 North Star Investment Management Corp. 0.58% 513,342 $9.5M
4 WHITE PINE CAPITAL LLC 0.47% 90,130 $1.7M
5 Manatuck Hill Partners, LLC 0.40% 80,200 $1.5M
6 Uniplan Investment Counsel, Inc. 0.35% 181,723 $3.4M
7 TRED AVON FAMILY WEALTH, LLC 0.30% 48,921 $908K
8 DigitalBridge Group, Inc. 0.27% 226,571 $4.2M
9 CSM Advisors, LLC 0.21% 468,400 $9K
10 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.21% 235,895 $4K
11 NVWM, LLC 0.17% 40,736 $756K
12 Mendel Money Management 0.16% 21,020 $390K
13 BRASADA CAPITAL MANAGEMENT, LP 0.15% 43,608 $829K
14 Daytona Street Capital LLC 0.15% 10,400 $194K
15 FORMULA GROWTH LTD 0.13% 16,000 $297K
16 Canton Hathaway, LLC 0.13% 35,034 $650K
17 CERTIOR FINANCIAL GROUP, LLC 0.12% 10,259 $190K
18 Steadtrust LLC 0.12% 11,000 $204K
19 Diametric Capital, LP 0.11% 22,369 $415K
20 Nilsine Partners, LLC 0.07% 42,302 $923K
21 PRELUDE CAPITAL MANAGEMENT, LLC 0.07% 50,372 $935K
22 FJ Capital Management LLC 0.07% 33,921 $630K
23 FIRST WILSHIRE SECURITIES MANAGEMENT INC 0.07% 16,374 $304K
24 Ancora Advisors LLC 0.06% 157,724 $2.9M
25 Capital Investment Advisory Services, LLC 0.06% 41,151 $764K
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 — 8 quarters in a row: For 8 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: 114 funds bought or added vs 92 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?

Strong quality — 34% AUM from major funds: 42 of 209 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PSTL?

43% of holders stayed for 2+ years: 90 out of 209 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.

Is it too late to buy POSTAL REALTY TRUST INC (PSTL) following the 2026 Q1 hedge fund 13F filings?

As of today, PSTL has moved +3.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), PSTL has gained +33.8% vs +7.6% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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