Hollow Brook Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Hollow Brook Wealth Management’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 Q4	–	Sell	-7,090	Closed	-$206K	–	84
2021 Q3	$206K	Hold	7,090	–	–	0.13%	61
2021 Q2	$265K	Hold	7,090	–	–	0.16%	52
2021 Q1	$204K	Hold	7,090	–	–	0.13%	50
2020 Q4	$106K	Hold	7,090	–	–	0.06%	49
2020 Q3	$59K	Sell	7,090 -6,667	-48%	-$105K	0.04%	45
2020 Q2	$281K	Hold	13,757	–	–	0.22%	38
2020 Q1	$188K	Buy	13,757 +6,667	+94%	+$323K	0.18%	38
2019 Q4	$567K	Hold	7,090	–	–	0.29%	38
2019 Q3	$608K	Hold	7,090	–	–	0.41%	36
2019 Q2	$691K	Hold	7,090	–	–	0.63%	32
2019 Q1	$669K	Hold	7,090	–	–	0.73%	30
2018 Q4	$632K	Hold	7,090	–	–	0.67%	30
2018 Q3	$1.01M	Hold	7,090	–	–	0.79%	34
2018 Q2	$1.17M	Hold	7,090	–	–	0.92%	33
2018 Q1	$1.03M	Hold	7,090	–	–	0.82%	33
2017 Q4	$1.26M	Hold	7,090	–	–	0.93%	29
2017 Q3	$1.12M	Hold	7,090	–	–	0.82%	30
2017 Q2	$1.2M	Hold	7,090	–	–	0.83%	30
2017 Q1	$1.61M	Hold	7,090	–	–	1.25%	22
2016 Q4	$2.02M	Buy	+7,090	New	+$2.12M	1.25%	24

Other funds holding PEI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hollow Brook Wealth Management's PEI Position: Q4 2021 in Review

Hollow Brook Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2021, closing a stake of 7,090 shares — an estimated $206K sold.

Hollow Brook Wealth Management first reported a position in PEI in Q4 2016 and held it in 20 quarters. The position peaked at $2.02M in Q4 2016. 74 funds tracked by Wall St. Rank hold PEI as of Q4 2021.

Hollow Brook Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2021 after selling out during the quarter.
Hollow Brook Wealth Management sold 7,090 Pennsylvania Real Estate Investment Trust shares in Q4 2021, an estimated $206K.
Hollow Brook Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2016 and held it in 20 quarters.
Hollow Brook Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $2.02M in Q4 2016.
74 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2021.

Based on Hollow Brook Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.