SS
PEI

Steve Schonfeld’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-2,897
Closed -$258K – 1445
2018
Q4 		$258K Buy
+2,897
New +$361K 0.01% 875
2017
Q1 		– Sell
-2,077
Closed -$590K – 833
2016
Q4 		$590K Buy
+2,077
New +$620K 0.08% 309

Other funds holding PEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Steve Schonfeld's PEI Position: Q1 2019 in Review

Steve Schonfeld sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2019, closing a stake of 2,897 shares — an estimated $258K sold.

Steve Schonfeld first reported a position in PEI in Q4 2016 and held it in 2 quarters. The position peaked at $590K in Q4 2016. 177 funds tracked by Wall St. Rank hold PEI as of Q1 2019.

  • Steve Schonfeld reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2019 after selling out during the quarter.
  • Steve Schonfeld sold 2,897 Pennsylvania Real Estate Investment Trust shares in Q1 2019, an estimated $258K.
  • Steve Schonfeld first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2016 and held it in 2 quarters.
  • Steve Schonfeld's Pennsylvania Real Estate Investment Trust position peaked at $590K in Q4 2016.
  • 177 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2019.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2019, filed 15 May 2019.