Principal Financial Group
PEI

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

Principal Financial Group’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
Q3 		– Sell
-30,241
Closed -$617K – 2394
2020
Q2 		$617K Sell
30,241
-682
-2% -$12.3K ﹤0.01% 1924
2020
Q1 		$423K Sell
30,923
-545
-2% -$26.4K ﹤0.01% 1892
2019
Q4 		$2.52M Buy
31,468
+70
+0.2% +$5.83K ﹤0.01% 1685
2019
Q3 		$2.69M Sell
31,398
-461
-1% -$39.1K ﹤0.01% 1672
2019
Q2 		$3.11M Sell
31,859
-2,800
-8% -$272K ﹤0.01% 1652
2019
Q1 		$3.27M Sell
34,659
-726
-2% -$71.8K ﹤0.01% 1655
2018
Q4 		$3.15M Buy
35,385
+139
+0.4% +$17.3K ﹤0.01% 1638
2018
Q3 		$5M Sell
35,246
-1,294
-4% -$201K ﹤0.01% 1609
2018
Q2 		$6.02M Buy
36,540
+581
+2% +$90.5K 0.01% 1540
2018
Q1 		$5.21M Buy
35,959
+1,084
+3% +$173K 0.01% 1547
2017
Q4 		$6.22M Sell
34,875
-10,453
-23% -$1.7M 0.01% 1485
2017
Q3 		$7.13M Sell
45,328
-2,470
-5% -$406K 0.01% 1426
2017
Q2 		$8.12M Buy
47,798
+12,591
+36% +$2.35M 0.01% 1346
2017
Q1 		$8M Buy
35,207
+1,209
+4% +$305K 0.01% 1322
2016
Q4 		$9.67M Sell
33,998
-145
-0.4% -$43.3K 0.01% 1190
2016
Q3 		$11.8M Buy
34,143
+1,552
+5% +$555K 0.02% 1010
2016
Q2 		$10.5M Buy
32,591
+310
+1% +$103K 0.01% 1006
2016
Q1 		$10.6M Buy
32,281
+1,290
+4% +$384K 0.02% 960
2015
Q4 		$10.2M Buy
30,991
+1,012
+3% +$326K 0.02% 938
2015
Q3 		$8.92M Buy
29,979
+1,049
+4% +$329K 0.01% 998
2015
Q2 		$9.26M Sell
28,930
-313
-1% -$105K 0.01% 1044
2015
Q1 		$10.2M Buy
29,243
+802
+3% +$285K 0.02% 954
2014
Q4 		$10M Sell
28,441
-8
-0% -$2.62K 0.02% 949
2014
Q3 		$8.51M Sell
28,449
-326
-1% -$96.2K 0.01% 1015
2014
Q2 		$8.12M Sell
28,775
-20,769
-42% -$5.5M 0.01% 1076
2014
Q1 		$13.4M Sell
49,544
-72,965
-60% -$20.3M 0.02% 720
2013
Q4 		$34.9M Sell
122,509
-69,596
-36% -$19M 0.07% 336
2013
Q3 		$53.9M Buy
192,105
+475
+0.2% +$139K 0.11% 229
2013
Q2 		$54.3M Buy
+191,630
New +$56.8M 0.12% 219

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principal Financial Group's PEI Position: Q3 2020 in Review

Principal Financial Group sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2020, closing a stake of 30,241 shares — an estimated $617K sold.

Principal Financial Group first reported a position in PEI in Q2 2013 and held it in 29 quarters. The position peaked at $54.3M in Q2 2013. 86 funds tracked by Wall St. Rank hold PEI as of Q3 2020.

  • Principal Financial Group reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2020 after selling out during the quarter.
  • Principal Financial Group sold 30,241 Pennsylvania Real Estate Investment Trust shares in Q3 2020, an estimated $617K.
  • Principal Financial Group first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 29 quarters.
  • Principal Financial Group's Pennsylvania Real Estate Investment Trust position peaked at $54.3M in Q2 2013.
  • 86 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2020.

Based on Principal Financial Group's 13F filing for Q3 2020, filed 6 Nov 2020.