RIA
PEI

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

Realta Investment 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
Q3 		– Sell
-14
Closed -$1K – 1897
2019
Q2 		$1K Buy
+14
New +$1.36K ﹤0.01% 1681

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 $67.7B AUM 51.91% 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 $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Realta Investment Advisors's PEI Position: Q3 2019 in Review

Realta Investment Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2019, closing a stake of 14 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in PEI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 166 funds tracked by Wall St. Rank hold PEI as of Q3 2019.

  • Realta Investment Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 14 Pennsylvania Real Estate Investment Trust shares in Q3 2019, an estimated $1K.
  • Realta Investment Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Pennsylvania Real Estate Investment Trust position peaked at $1K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.