Wilmington Savings Fund Society’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Wilmington Savings Fund Society’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 Q2	–	Sell	-4,563	Closed	-$43K	–	385
2022 Q1	$43K	Hold	4,563	–	–	﹤0.01%	372
2021 Q4	$70K	Hold	4,563	–	–	﹤0.01%	385
2021 Q3	$133K	Hold	4,563	–	–	0.01%	385
2021 Q2	$170K	Hold	4,563	–	–	0.01%	386
2021 Q1	$132K	Sell	4,563 -25	-0.5%	-$743	0.01%	367
2020 Q4	$69K	Hold	4,588	–	–	﹤0.01%	359
2020 Q3	$39K	Hold	4,588	–	–	﹤0.01%	356
2020 Q2	$94K	Hold	4,588	–	–	﹤0.01%	343
2020 Q1	$63K	Hold	4,588	–	–	﹤0.01%	341
2019 Q4	$367K	Hold	4,588	–	–	0.02%	276
2019 Q3	$394K	Hold	4,588	–	–	0.02%	267
2019 Q2	$447K	Sell	4,588 -67	-1%	-$6.51K	0.02%	267
2019 Q1	$440K	Hold	4,655	–	–	0.02%	269
2018 Q4	$415K	Hold	4,655	–	–	0.03%	258
2018 Q3	$661K	Hold	4,655	–	–	0.03%	224
2018 Q2	$767K	Buy	+4,655	New	+$725K	0.04%	219

Other funds holding PEI

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wilmington Savings Fund Society's PEI Position: Q2 2022 in Review

Wilmington Savings Fund Society sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q2 2022, closing a stake of 4,563 shares — an estimated $43K sold.

Wilmington Savings Fund Society first reported a position in PEI in Q2 2018 and held it in 16 quarters. The position peaked at $767K in Q2 2018. 40 funds tracked by Wall St. Rank hold PEI as of Q2 2022.

Wilmington Savings Fund Society reported no remaining Pennsylvania Real Estate Investment Trust position as of Q2 2022 after selling out during the quarter.
Wilmington Savings Fund Society sold 4,563 Pennsylvania Real Estate Investment Trust shares in Q2 2022, an estimated $43K.
Wilmington Savings Fund Society first reported a position in Pennsylvania Real Estate Investment Trust in Q2 2018 and held it in 16 quarters.
Wilmington Savings Fund Society's Pennsylvania Real Estate Investment Trust position peaked at $767K in Q2 2018.
40 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q2 2022.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2022, filed 11 Aug 2022.