Simplex Trading
PEI

Simplex Trading’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Simplex Trading’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
-4,606
Closed -$43K – 11781
2022
Q1 		$43K Buy
4,606
+3,910
+562% +$52.1K ﹤0.01% 7365
2021
Q4 		$10K Sell
696
-1,994
-74% -$42.8K ﹤0.01% 9091
2021
Q3 		$100K Hold
2,690
– – ﹤0.01% 6630
2021
Q2 		$100K Sell
2,690
-560
-17% -$18.3K ﹤0.01% 6734
2021
Q1 		$0 Sell
3,250
-542
-14% -$16.1K ﹤0.01% 10664
2020
Q4 		$56K Buy
+3,792
New +$42.8K ﹤0.01% 6065
2020
Q2 		– Sell
-1,964
Closed -$35.4K – 8885
2020
Q1 		$26K Sell
1,964
-119
-6% -$5.76K ﹤0.01% 5754
2019
Q4 		$166K Buy
2,083
+983
+89% +$81.9K ﹤0.01% 3958
2019
Q3 		$94K Buy
+1,100
New +$93.2K ﹤0.01% 4387
2019
Q1 		– Sell
-1,936
Closed -$191K – 8429
2018
Q4 		$172K Buy
1,936
+1,925
+17,500% +$240K ﹤0.01% 3313
2018
Q3 		$1K Buy
+11
New +$1.71K ﹤0.01% 7292
2018
Q2 		– Sell
-757
Closed -$118K – 8360
2018
Q1 		$109K Sell
757
-78
-9% -$12.4K ﹤0.01% 1748
2017
Q4 		$148K Buy
835
+278
+50% +$45.1K 0.01% 1520
2017
Q3 		$87K Sell
557
-156
-22% -$25.6K ﹤0.01% 1844
2017
Q2 		$121K Buy
+713
New +$133K 0.01% 1601

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

Simplex Trading's PEI Position: Q2 2022 in Review

Simplex Trading sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 4,606 shares — an estimated $43K sold.

Simplex Trading first reported a position in PEI in Q2 2017 and held it in 15 quarters. The position peaked at $172K in Q4 2018. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

  • Simplex Trading reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
  • Simplex Trading sold 4,606 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $43K.
  • Simplex Trading first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2017 and held it in 15 quarters.
  • Simplex Trading's Pennsylvania Real Estate Investment Trust position peaked at $172K in Q4 2018.
  • 40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Simplex Trading's 13F filing for Q2 2022, filed 3 Aug 2022.