Brown Advisory’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Brown Advisory’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
2022 Q4	–	Sell	-20,333	Closed	-$59K	–	1253
2022 Q3	$59K	Hold	20,333	–	–	﹤0.01%	1110
2022 Q2	$68K	Hold	20,333	–	–	﹤0.01%	1081
2022 Q1	$192K	Hold	20,333	–	–	﹤0.01%	1070
2021 Q4	$311K	Hold	20,333	–	–	﹤0.01%	1023
2021 Q3	$592K	Hold	20,333	–	–	﹤0.01%	796
2021 Q2	$759K	Hold	20,333	–	–	﹤0.01%	770
2021 Q1	$586K	Hold	20,333	–	–	﹤0.01%	811
2020 Q4	$305K	Hold	20,333	–	–	﹤0.01%	873
2020 Q3	$169K	Hold	20,333	–	–	﹤0.01%	917
2020 Q2	$415K	Hold	20,333	–	–	﹤0.01%	760
2020 Q1	$278K	Buy	+20,333	New	+$985K	﹤0.01%	792

Other funds holding PEI

Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Brown Advisory's PEI Position: Q4 2022 in Review

Brown Advisory sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 20,333 shares — an estimated $59K sold.

Brown Advisory first reported a position in PEI in Q1 2020 and held it in 11 quarters. The position peaked at $759K in Q2 2021. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

Brown Advisory reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
Brown Advisory sold 20,333 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $59K.
Brown Advisory first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2020 and held it in 11 quarters.
Brown Advisory's Pennsylvania Real Estate Investment Trust position peaked at $759K in Q2 2021.
4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on Brown Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.