Lido Advisors
PEI

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

Lido 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
2020
Q2 		– Sell
-10,667
Closed -$145K – 689
2020
Q1 		$145K Buy
10,667
+1,334
+14% +$64.6K 0.01% 542
2019
Q4 		$746K Buy
9,333
+3,333
+56% +$278K 0.03% 310
2019
Q3 		$514K Buy
+6,000
New +$509K 0.03% 323

Other funds holding PEI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Lido Advisors's PEI Position: Q4 2022 in Review

Lido Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 155,723 shares — an estimated $453K sold.

Lido Advisors first reported a position in PEI in Q3 2017 and held it in 16 quarters. The position peaked at $2.5M in Q2 2021. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • Lido Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Lido Advisors sold 155,723 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $453K.
  • Lido Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2017 and held it in 16 quarters.
  • Lido Advisors's Pennsylvania Real Estate Investment Trust position peaked at $2.5M in Q2 2021.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.