TCM
PEI

Tradewinds Capital Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Tradewinds Capital Management’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
2021
Q4 		– Sell
-418
Closed -$12K – 846
2021
Q3 		$12K Hold
418
– – ﹤0.01% 449
2021
Q2 		$16K Hold
418
– – ﹤0.01% 401
2021
Q1 		$12K Hold
418
– – ﹤0.01% 433
2020
Q4 		$6K Buy
+418
New +$4.72K ﹤0.01% 505

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tradewinds Capital Management's PEI Position: Q4 2021 in Review

Tradewinds Capital Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2021, closing a stake of 418 shares — an estimated $12K sold.

Tradewinds Capital Management first reported a position in PEI in Q4 2020 and held it in 4 quarters. The position peaked at $16K in Q2 2021. 74 funds tracked by Wall St. Rank hold PEI as of Q4 2021.

  • Tradewinds Capital Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2021 after selling out during the quarter.
  • Tradewinds Capital Management sold 418 Pennsylvania Real Estate Investment Trust shares in Q4 2021, an estimated $12K.
  • Tradewinds Capital Management first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2020 and held it in 4 quarters.
  • Tradewinds Capital Management's Pennsylvania Real Estate Investment Trust position peaked at $16K in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2021.

Based on Tradewinds Capital Management's 13F filing for Q4 2021, filed 2 Feb 2022.