JG
PEI

Joel Greenblatt’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Joel Greenblatt’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
Q1 		– Sell
-859
Closed -$70K – 1149
2020
Q4 		$70K Buy
+859
New +$9.7K ﹤0.01% 972

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 $36.8B AUM 26.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Joel Greenblatt's PEI Position: Q1 2021 in Review

Joel Greenblatt sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2021, closing a stake of 859 shares — an estimated $70K sold.

Joel Greenblatt first reported a position in PEI in Q4 2020 and held it in 1 quarter. The position peaked at $70K in Q4 2020. 67 funds tracked by Wall St. Rank hold PEI as of Q1 2021.

  • Joel Greenblatt reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2021 after selling out during the quarter.
  • Joel Greenblatt sold 859 Pennsylvania Real Estate Investment Trust shares in Q1 2021, an estimated $70K.
  • Joel Greenblatt first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2020 and held it in 1 quarter.
  • Joel Greenblatt's Pennsylvania Real Estate Investment Trust position peaked at $70K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2021.

Based on Gotham Asset Management's 13F filing for Q1 2021, filed 17 May 2021.