PI
PEI

Placemark Investments’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Placemark Investments’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
2014
Q4 		$335K Buy
950
+172
+22% +$56.4K 0.01% 1354
2014
Q3 		$232K Buy
+778
New +$230K ﹤0.01% 1508

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Placemark Investments's PEI Position: Q4 2014 in Review

Placemark Investments increased its Pennsylvania Real Estate Investment Trust (PEI) stake by 22% in Q4 2014, buying an estimated $56.4K and bringing the position to 950 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1354.

Placemark Investments first reported a position in PEI in Q3 2014 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold PEI as of Q4 2014.

  • Placemark Investments held 950 shares of Pennsylvania Real Estate Investment Trust worth $335K as of Q4 2014.
  • Placemark Investments bought 172 Pennsylvania Real Estate Investment Trust shares in Q4 2014, an estimated $56.4K.
  • Pennsylvania Real Estate Investment Trust made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1354 holding.
  • Placemark Investments first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2014 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.