LPL Financial
PEI

LPL Financial’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

LPL Financial’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 		– Sell
-793
Closed -$23K – 4376
2021
Q1 		$23K Buy
+793
New +$23.6K ﹤0.01% 4042
2020
Q4 		– Sell
-667
Closed -$6K – 3934
2020
Q3 		$6K Buy
+667
New +$10.5K ﹤0.01% 3539
2017
Q3 		– Sell
-1,088
Closed -$185K – 2999
2017
Q2 		$185K Buy
1,088
+314
+41% +$58.5K ﹤0.01% 2607
2017
Q1 		$174K Sell
774
-45
-5% -$11.4K ﹤0.01% 2525
2016
Q4 		$237K Sell
819
-11
-1% -$3.29K ﹤0.01% 2356
2016
Q3 		$278K Buy
830
+18
+2% +$6.43K ﹤0.01% 2180
2016
Q2 		$265K Sell
812
-11
-1% -$3.64K ﹤0.01% 2166
2016
Q1 		$270K Hold
823
– – ﹤0.01% 2594
2015
Q4 		$270K Buy
+823
New +$265K ﹤0.01% 2613

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

LPL Financial's PEI Position: Q2 2021 in Review

LPL Financial sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2021, closing a stake of 793 shares — an estimated $23K sold.

LPL Financial first reported a position in PEI in Q4 2015 and held it in 9 quarters. The position peaked at $278K in Q3 2016. 80 funds tracked by Wall St. Rank hold PEI as of Q2 2021.

  • LPL Financial reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2021 after selling out during the quarter.
  • LPL Financial sold 793 Pennsylvania Real Estate Investment Trust shares in Q2 2021, an estimated $23K.
  • LPL Financial first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2015 and held it in 9 quarters.
  • LPL Financial's Pennsylvania Real Estate Investment Trust position peaked at $278K in Q3 2016.
  • 80 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2021.

Based on LPL Financial's 13F filing for Q2 2021, filed 13 Aug 2021.