APA
PEI

American Portfolios Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

American Portfolios Advisors’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3
Closed -$238 – 2697
2018
Q4 		$238 Hold
3
– – ﹤0.01% 2345
2018
Q3 		$378 Hold
3
– – ﹤0.01% 2356
2018
Q2 		$440 Buy
+3
New +$468 ﹤0.01% 2322

Other funds holding PEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Portfolios Advisors's PEI Position: Q1 2019 in Review

American Portfolios Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2019, closing a stake of 3 shares — an estimated $238 sold.

American Portfolios Advisors first reported a position in PEI in Q2 2018 and held it in 3 quarters. The position peaked at $440 in Q2 2018. 177 funds tracked by Wall St. Rank hold PEI as of Q1 2019.

  • American Portfolios Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2019 after selling out during the quarter.
  • American Portfolios Advisors sold 3 Pennsylvania Real Estate Investment Trust shares in Q1 2019, an estimated $238.
  • American Portfolios Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 3 quarters.
  • American Portfolios Advisors's Pennsylvania Real Estate Investment Trust position peaked at $440 in Q2 2018.
  • 177 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2019.

Based on American Portfolios Advisors's 13F filing for Q1 2019, filed 24 Mar 2023.