Utah Retirement Systems’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Utah Retirement Systems’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
2020 Q4	–	Sell	-2,373	Closed	-$20K	–	981
2020 Q3	$20K	Buy	2,373 +53	+2%	+$832	﹤0.01%	928
2020 Q2	$47K	Buy	+2,320	New	+$41.8K	﹤0.01%	980
2019 Q1	–	Sell	-1,017	Closed	-$91K	–	1010
2018 Q4	$91K	Buy	1,017 +67	+7%	+$8.34K	﹤0.01%	980
2018 Q3	$135K	Buy	950 +13	+1%	+$2.02K	﹤0.01%	987
2018 Q2	$154K	Buy	937 +74	+9%	+$11.5K	﹤0.01%	992
2018 Q1	$125K	Buy	863 +33	+4%	+$5.26K	﹤0.01%	980
2017 Q4	$148K	Buy	+830	New	+$135K	﹤0.01%	980

Other funds holding PEI

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAM

Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Utah Retirement Systems's PEI Position: Q4 2020 in Review

Utah Retirement Systems sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2020, closing a stake of 2,373 shares — an estimated $20K sold.

Utah Retirement Systems first reported a position in PEI in Q4 2017 and held it in 7 quarters. The position peaked at $154K in Q2 2018. 63 funds tracked by Wall St. Rank hold PEI as of Q4 2020.

Utah Retirement Systems reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2020 after selling out during the quarter.
Utah Retirement Systems sold 2,373 Pennsylvania Real Estate Investment Trust shares in Q4 2020, an estimated $20K.
Utah Retirement Systems first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2017 and held it in 7 quarters.
Utah Retirement Systems's Pennsylvania Real Estate Investment Trust position peaked at $154K in Q2 2018.
63 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2020.

Based on Utah Retirement Systems's 13F filing for Q4 2020, filed 16 Feb 2021.