FI
PEI

FormulaFolio Investments’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$0 Hold
2
– – ﹤0.01% 525
2021
Q1 		$0 Buy
+2
New +$59 ﹤0.01% 864

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FormulaFolio Investments's PEI Position: Q2 2021 in Review

FormulaFolio Investments held its Pennsylvania Real Estate Investment Trust (PEI) position steady in Q2 2021 at 2 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #525.

FormulaFolio Investments first reported a position in PEI in Q1 2021 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold PEI as of Q2 2021.

  • FormulaFolio Investments held 2 shares of Pennsylvania Real Estate Investment Trust worth $0 as of Q2 2021.
  • FormulaFolio Investments left its Pennsylvania Real Estate Investment Trust share count unchanged in Q2 2021.
  • Pennsylvania Real Estate Investment Trust made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #525 holding.
  • FormulaFolio Investments first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2021 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.