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PEI

Pennsylvania Real Estate Investment Trust

Delisted

PEI was delisted on the 15th of December, 2022.

197 hedge funds and large institutions have $679M invested in Pennsylvania Real Estate Investment Trust in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 196197 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

16% less capital invested

Capital invested by funds: $811M → $679M (-$132M)

18% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $2.86M

Holders
197
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
64
Reduced
67
Closed
21
Calls
$2.36M
Puts
$2.86M
Net Calls
-$503K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$5.48M +$312K +1,957 +5%
Principal Financial Group
27
Principal Financial Group
Iowa
$5.21M +$173K +1,084 +3%
Goldman Sachs
28
Goldman Sachs
New York
$4.88M +$1.56M +9,795 +41%
LCM
29
Landscape Capital Management
New Jersey
$4.67M +$703K +4,408 +16%
Citadel Advisors
30
Citadel Advisors
Florida
$4.56M +$931K +5,843 +23%
Norges Bank
31
Norges Bank
Norway
$4.52M +$3.6M +22,571 +260%
Ameriprise
32
Ameriprise
Minnesota
$3.68M -$86.4K -542 -2%
Legal & General Group
33
Legal & General Group
United Kingdom
$3.29M +$308K +1,935 +9%
VRS
34
Virginia Retirement Systems
Virginia
$3.18M -$956 -6 -0%
Wells Fargo
35
Wells Fargo
California
$3.11M +$50K +314 +1%
Deutsche Bank
36
Deutsche Bank
Germany
$2.96M +$1.51M +9,499 +86%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.92M +$1.44M +9,027 +81%
PPA
38
Parametric Portfolio Associates
Washington
$2.54M -$1.3M -8,180 -32%
AMI
39
Amica Mutual Insurance
Rhode Island
$2.51M
WBC
40
Westpac Banking Corp
Australia
$2.43M -$755K -4,736 -22%
Natixis Advisors
41
Natixis Advisors
Massachusetts
$2.33M +$278K +1,746 +12%
MOACM
42
Mutual of America Capital Management
New York
$2.25M -$10.2K -64 -0.4%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$2.22M -$217K -1,362 -8%
Barclays
44
Barclays
United Kingdom
$2.22M +$1.79M +11,228 +275%
APFBOT
45
Amica Pension Fund Board of Trustees
Rhode Island
$2.19M +$59.1K +371 +3%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$2.08M -$190K -1,193 -8%
UBS Group
47
UBS Group
Switzerland
$1.91M +$268K +1,682 +15%
CS
48
Credit Suisse
Switzerland
$1.88M +$73.8K +463 +4%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.81M +$40K +251 +2%

PEI Hedge Fund Activity: Q1 2018 in Review

197 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2018, worth a combined $679M — down 16% from $811M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PEI positions and 21 closed out — a net gain of 2 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was AEW Capital Management, opening a new position worth an estimated $39.6M. The largest seller was Northern Trust, cutting an estimated $10.4M.

  • 197 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2018, up from 196 in Q4 2017.
  • Funds reported $679M of Pennsylvania Real Estate Investment Trust stock for Q1 2018, down 16% quarter-over-quarter.
  • 23 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2018 and 21 closed out, a net change of +2 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2018 was AEW Capital Management, an estimated $39.6M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2018 was Northern Trust, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2018.