SRC
PEI

Shufro Rose & Co’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Shufro Rose & Co’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
Q2 		– Sell
-673
Closed -$6K – 350
2022
Q1 		$6K Buy
+673
New +$8.98K ﹤0.01% 338
2020
Q2 		– Sell
-733
Closed -$10K – 314
2020
Q1 		$10K Hold
733
– – ﹤0.01% 290
2019
Q4 		$59K Sell
733
-160
-18% -$13.3K 0.01% 305
2019
Q3 		$77K Buy
893
+133
+18% +$11.3K 0.01% 306
2019
Q2 		$74K Hold
760
– – 0.01% 293
2019
Q1 		$72K Hold
760
– – 0.01% 287
2018
Q4 		$68K Hold
760
– – 0.01% 282
2018
Q3 		$108K Hold
760
– – 0.01% 282
2018
Q2 		$125K Buy
+760
New +$118K 0.01% 277

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Shufro Rose & Co's PEI Position: Q2 2022 in Review

Shufro Rose & Co sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 673 shares — an estimated $6K sold.

Shufro Rose & Co first reported a position in PEI in Q2 2018 and held it in 9 quarters. The position peaked at $125K in Q2 2018. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • Shufro Rose & Co reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Shufro Rose & Co sold 673 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $6K.
  • Shufro Rose & Co first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 9 quarters.
  • Shufro Rose & Co's Pennsylvania Real Estate Investment Trust position peaked at $125K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Shufro Rose & Co's 13F filing for Q2 2022, filed 22 Jul 2022.