RA
PEI

Rational Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Rational Advisors’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
2019
Q4 		– Sell
-2,108
Closed -$181K – 605
2019
Q3 		$181K Buy
+2,108
New +$179K 0.07% 239
2017
Q1 		– Sell
-780
Closed -$222K – 320
2016
Q4 		$222K Buy
+780
New +$233K 0.21% 124
2013
Q4 		$13K Sell
47
-133
-74% -$36.4K ﹤0.01% 787
2013
Q3 		$50K Hold
180
– – ﹤0.01% 710
2013
Q2 		$51K Buy
+180
New +$53.3K ﹤0.01% 711

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PS
Presima Securities Montreal, Quebec, Canada $178M AUM 1.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Rational Advisors's PEI Position: Q4 2019 in Review

Rational Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2019, closing a stake of 2,108 shares — an estimated $181K sold.

Rational Advisors first reported a position in PEI in Q2 2013 and held it in 5 quarters. The position peaked at $222K in Q4 2016. 161 funds tracked by Wall St. Rank hold PEI as of Q4 2019.

  • Rational Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2019 after selling out during the quarter.
  • Rational Advisors sold 2,108 Pennsylvania Real Estate Investment Trust shares in Q4 2019, an estimated $181K.
  • Rational Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 5 quarters.
  • Rational Advisors's Pennsylvania Real Estate Investment Trust position peaked at $222K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2019.

Based on Rational Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.