Morgan Stanley
PEI

Morgan Stanley’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Morgan Stanley’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
Q4 		– Sell
-5,283
Closed -$15K – 8194
2022
Q3 		$15K Sell
5,283
-33,873
-87% -$161K ﹤0.01% 6940
2022
Q2 		$132K Buy
39,156
+35,738
+1,046% +$235K ﹤0.01% 6127
2022
Q1 		$33K Sell
3,418
-904
-21% -$12.1K ﹤0.01% 6916
2021
Q4 		$66K Buy
4,322
+906
+27% +$19.4K ﹤0.01% 6675
2021
Q3 		$99K Sell
3,416
-933
-21% -$28.6K ﹤0.01% 6390
2021
Q2 		$162K Sell
4,349
-1,085
-20% -$35.4K ﹤0.01% 6118
2021
Q1 		$157K Buy
5,434
+1,196
+28% +$35.6K ﹤0.01% 5795
2020
Q4 		$63K Buy
4,238
+2,774
+189% +$31.3K ﹤0.01% 6086
2020
Q3 		$12K Sell
1,464
-10,737
-88% -$169K ﹤0.01% 6233
2020
Q2 		$249K Sell
12,201
-3,280
-21% -$59.1K ﹤0.01% 4978
2020
Q1 		$211K Sell
15,481
-7,543
-33% -$365K ﹤0.01% 4843
2019
Q4 		$1.84M Buy
23,024
+4,591
+25% +$382K ﹤0.01% 4111
2019
Q3 		$1.58M Sell
18,433
-805
-4% -$68.2K ﹤0.01% 3988
2019
Q2 		$1.88M Sell
19,238
-1,974
-9% -$192K ﹤0.01% 3827
2019
Q1 		$2M Sell
21,212
-7,534
-26% -$745K ﹤0.01% 3580
2018
Q4 		$2.56M Sell
28,746
-69,423
-71% -$8.64M ﹤0.01% 3556
2018
Q3 		$13.9M Sell
98,169
-7,526
-7% -$1.17M ﹤0.01% 2056
2018
Q2 		$17.4M Sell
105,695
-21,892
-17% -$3.41M ﹤0.01% 1772
2018
Q1 		$18.5M Sell
127,587
-860
-0.7% -$137K 0.01% 1741
2017
Q4 		$22.9M Sell
128,447
-1,440
-1% -$234K 0.01% 1544
2017
Q3 		$20.4M Sell
129,887
-13,482
-9% -$2.22M 0.01% 1562
2017
Q2 		$24.3M Sell
143,369
-2,378
-2% -$443K 0.01% 1361
2017
Q1 		$33.1M Buy
145,747
+126,764
+668% +$32M 0.01% 1173
2016
Q4 		$5.4M Buy
18,983
+16,067
+551% +$4.8M ﹤0.01% 2909
2016
Q3 		$1.01M Sell
2,916
-2,838
-49% -$1.01M ﹤0.01% 4030
2016
Q2 		$1.85M Buy
5,754
+2,149
+60% +$711K ﹤0.01% 3490
2016
Q1 		$1.18M Sell
3,605
-79
-2% -$23.5K ﹤0.01% 3798
2015
Q4 		$1.21M Sell
3,684
-5
-0.1% -$1.61K ﹤0.01% 3919
2015
Q3 		$1.1M Sell
3,689
-1,108
-23% -$348K ﹤0.01% 4031
2015
Q2 		$1.53M Sell
4,797
-80
-2% -$27K ﹤0.01% 3862
2015
Q1 		$1.7M Sell
4,877
-516
-10% -$183K ﹤0.01% 3731
2014
Q4 		$1.9M Sell
5,393
-26,813
-83% -$8.79M ﹤0.01% 3613
2014
Q3 		$9.63M Sell
32,206
-16,865
-34% -$4.98M ﹤0.01% 2052
2014
Q2 		$13.9M Buy
49,071
+30,605
+166% +$8.1M 0.01% 1741
2014
Q1 		$5M Buy
18,466
+5,755
+45% +$1.6M ﹤0.01% 2584
2013
Q4 		$3.62M Buy
12,711
+6,081
+92% +$1.66M ﹤0.01% 2882
2013
Q3 		$1.86M Sell
6,630
-17,451
-72% -$5.09M ﹤0.01% 3288
2013
Q2 		$6.82M Buy
+24,081
New +$7.13M ﹤0.01% 2026

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 $4.82B AUM 20.19% 1-Year Est. Return

Morgan Stanley's PEI Position: Q4 2022 in Review

Morgan Stanley sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 5,283 shares — an estimated $15K sold.

Morgan Stanley first reported a position in PEI in Q2 2013 and held it in 38 quarters. The position peaked at $33.1M in Q1 2017. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • Morgan Stanley reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Morgan Stanley sold 5,283 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $15K.
  • Morgan Stanley first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 38 quarters.
  • Morgan Stanley's Pennsylvania Real Estate Investment Trust position peaked at $33.1M in Q1 2017.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

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