UBS Group
PEI

UBS Group’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

UBS Group’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
Q2 		– Sell
-667
Closed -$63K – 8527
2019
Q1 		$63K Hold
667
– – ﹤0.01% 5385
2018
Q4 		$59K Hold
667
– – ﹤0.01% 5964
2018
Q3 		$95K Buy
+667
New +$104K ﹤0.01% 5642

Other funds holding PEI

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's PEI Position: Q4 2022 in Review

UBS Group sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 386 shares — an estimated $1K sold.

UBS Group first reported a position in PEI in Q4 2014 and held it in 32 quarters. The position peaked at $3.39M in Q2 2017. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • UBS Group reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 386 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $1K.
  • UBS Group first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2014 and held it in 32 quarters.
  • UBS Group's Pennsylvania Real Estate Investment Trust position peaked at $3.39M in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.