MIH
PEI

Meitav Investment House’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Meitav Investment House’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
2022
Q2 		– Sell
-844
Closed -$8K – 393
2022
Q1 		$8K Hold
844
– – ﹤0.01% 382
2021
Q4 		$13K Hold
844
– – ﹤0.01% 382
2021
Q3 		$25K Hold
844
– – ﹤0.01% 402
2021
Q2 		$32K Hold
844
– – ﹤0.01% 409
2021
Q1 		$24 Buy
+844
New +$25.1K ﹤0.01% 377

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Meitav Investment House's PEI Position: Q2 2022 in Review

Meitav Investment House sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 844 shares — an estimated $8K sold.

Meitav Investment House first reported a position in PEI in Q1 2021 and held it in 5 quarters. The position peaked at $32K in Q2 2021. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • Meitav Investment House reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Meitav Investment House sold 844 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $8K.
  • Meitav Investment House first reported a position in Pennsylvania Real Estate Investment Trust in Q1 2021 and held it in 5 quarters.
  • Meitav Investment House's Pennsylvania Real Estate Investment Trust position peaked at $32K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Meitav Investment House's 13F filing for Q2 2022, filed 1 Aug 2022.