Wells Fargo
PEI

Wells Fargo’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Wells Fargo’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
Q4 		– Sell
-2,601
Closed -$7K – 7963
2022
Q3 		$7K Sell
2,601
-297
-10% -$1.41K ﹤0.01% 5837
2022
Q2 		$10K Sell
2,898
-6
-0.2% -$40 ﹤0.01% 5778
2022
Q1 		$27K Buy
2,904
+530
+22% +$7.07K ﹤0.01% 5917
2021
Q4 		$36K Sell
2,374
-1,323
-36% -$28.4K ﹤0.01% 6129
2021
Q3 		$107K Buy
3,697
+289
+8% +$8.85K ﹤0.01% 5362
2021
Q2 		$128K Sell
3,408
-584
-15% -$19K ﹤0.01% 5206
2021
Q1 		$114K Buy
3,992
+1,202
+43% +$35.7K ﹤0.01% 5426
2020
Q4 		$42K Sell
2,790
-5,369
-66% -$60.6K ﹤0.01% 5652
2020
Q3 		$67K Sell
8,159
-2,153
-21% -$33.8K ﹤0.01% 5407
2020
Q2 		$209K Buy
10,312
+2,371
+30% +$42.8K ﹤0.01% 4886
2020
Q1 		$108K Buy
7,941
+248
+3% +$12K ﹤0.01% 5023
2019
Q4 		$616K Buy
7,693
+19
+0.2% +$1.58K ﹤0.01% 4201
2019
Q3 		$658K Buy
7,674
+1,303
+20% +$110K ﹤0.01% 4176
2019
Q2 		$621K Sell
6,371
-5,114
-45% -$497K ﹤0.01% 4238
2019
Q1 		$1.08M Sell
11,485
-2,710
-19% -$268K ﹤0.01% 3818
2018
Q4 		$1.27M Sell
14,195
-1,346
-9% -$168K ﹤0.01% 3664
2018
Q3 		$2.21M Sell
15,541
-795
-5% -$124K ﹤0.01% 3332
2018
Q2 		$2.69M Sell
16,336
-5,172
-24% -$806K ﹤0.01% 3220
2018
Q1 		$3.11M Buy
21,508
+314
+1% +$50K ﹤0.01% 3013
2017
Q4 		$3.78M Sell
21,194
-3,841
-15% -$623K ﹤0.01% 2839
2017
Q3 		$3.94M Buy
25,035
+4,327
+21% +$711K ﹤0.01% 2742
2017
Q2 		$3.52M Buy
20,708
+10,514
+103% +$1.96M ﹤0.01% 2731
2017
Q1 		$2.31M Sell
10,194
-338
-3% -$85.3K ﹤0.01% 3084
2016
Q4 		$3M Buy
10,532
+1,337
+15% +$399K ﹤0.01% 2834
2016
Q3 		$3.18M Sell
9,195
-29,613
-76% -$10.6M ﹤0.01% 2619
2016
Q2 		$12.5M Buy
38,808
+28,478
+276% +$9.42M ﹤0.01% 1649
2016
Q1 		$3.39M Sell
10,330
-1,212
-11% -$361K ﹤0.01% 2566
2015
Q4 		$3.79M Sell
11,542
-256
-2% -$82.5K ﹤0.01% 2530
2015
Q3 		$3.51M Sell
11,798
-633
-5% -$199K ﹤0.01% 2570
2015
Q2 		$3.98M Buy
12,431
+1,249
+11% +$421K ﹤0.01% 2582
2015
Q1 		$3.9M Sell
11,182
-139
-1% -$49.4K ﹤0.01% 2559
2014
Q4 		$3.98M Sell
11,321
-743
-6% -$244K ﹤0.01% 2510
2014
Q3 		$3.61M Sell
12,064
-1,686
-12% -$498K ﹤0.01% 2569
2014
Q2 		$3.88M Buy
13,750
+158
+1% +$41.8K ﹤0.01% 2511
2014
Q1 		$3.68M Buy
13,592
+444
+3% +$124K ﹤0.01% 2545
2013
Q4 		$3.74M Buy
13,148
+2,244
+21% +$614K ﹤0.01% 2472
2013
Q3 		$3.06M Sell
10,904
-177
-2% -$51.6K ﹤0.01% 2569
2013
Q2 		$3.14M Buy
+11,081
New +$3.28M ﹤0.01% 2470

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 $4.82B AUM 20.19% 1-Year Est. Return

Wells Fargo's PEI Position: Q4 2022 in Review

Wells Fargo sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q4 2022, closing a stake of 2,601 shares — an estimated $7K sold.

Wells Fargo first reported a position in PEI in Q2 2013 and held it in 38 quarters. The position peaked at $12.5M in Q2 2016. 4 funds tracked by Wall St. Rank hold PEI as of Q4 2022.

  • Wells Fargo reported no remaining Pennsylvania Real Estate Investment Trust position as of Q4 2022 after selling out during the quarter.
  • Wells Fargo sold 2,601 Pennsylvania Real Estate Investment Trust shares in Q4 2022, an estimated $7K.
  • Wells Fargo first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2013 and held it in 38 quarters.
  • Wells Fargo's Pennsylvania Real Estate Investment Trust position peaked at $12.5M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q4 2022.

Based on Wells Fargo's 13F filing for Q4 2022, filed 13 Feb 2023.