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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

177 hedge funds and large institutions have $328M invested in Pennsylvania Real Estate Investment Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% less capital invested

Capital invested by funds: $353M → $328M (-$25.5M)

11% less funds holding

Funds holding: 199177 (-22)

45% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.14M

54% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 41

Holders
177
Holders Change
-22
Holders Change %
-11.06%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
70
Reduced
49
Closed
41
Calls
$1.19M
Puts
$2.14M
Net Calls
-$955K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.84M +$1M +10,130 +107%
MOACM
27
Mutual of America Capital Management
New York
$1.46M -$1.58K -16 -0.1%
RA
28
RMR Advisors
Massachusetts
$1.28M +$5.64K +57 +0.4%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$1.28M -$36.4K -368 -3%
UBS AM
30
UBS AM
Illinois
$1.25M +$12.3K +124 +0.9%
New York State Teachers Retirement System (NYSTRS)
31
New York State Teachers Retirement System (NYSTRS)
New York
$1.2M -$60K -607 -5%
Deutsche Bank
32
Deutsche Bank
Germany
$1.12M +$106K +1,072 +10%
Barclays
33
Barclays
United Kingdom
$1.11M +$108K +1,093 +10%
Wells Fargo
34
Wells Fargo
California
$1.08M -$268K -2,710 -19%
HW
35
Hancock Whitney
Mississippi
$1.08M +$626K +6,333 +123%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.05M +$803K +8,123 +269%
CC
37
Cedar Capital
Illinois
$1.04M +$154K +1,560 +17%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1M +$16.8K +170 +2%
AQR Capital Management
39
AQR Capital Management
Connecticut
$960K +$915K +9,254 +1,002%
PI
40
PineBridge Investments
New York
$949K +$29.4K +297 +3%
CS
41
Credit Suisse
Switzerland
$948K -$154K -1,553 -13%
TCIM
42
TIAA CREF Investment Management
New York
$911K -$8.5K -86 -0.9%
TA
43
Teachers Advisors
New York
$911K +$14.6K +148 +2%
KBC Group
44
KBC Group
Belgium
$888K +$404K +4,086 +77%
Bank of America
45
Bank of America
North Carolina
$871K -$2.22M -22,427 -71%
MWNA
46
Marshall Wace North America
New York
$817K +$336K +3,398 +65%
Swiss National Bank
47
Swiss National Bank
Switzerland
$808K +$25K +253 +3%
Canada Life
48
Canada Life
Manitoba, Canada
$792K +$40K +405 +5%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$783K +$1.28K +13 +0.2%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$752K -$57.4K -580 -7%

PEI Hedge Fund Activity: Q1 2019 in Review

177 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2019, worth a combined $328M — down 7.2% from $353M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEI and 19 opened new positions — a net loss of 22 holders — while 49 trimmed existing stakes and 70 added.

The largest buyer was Vanguard Group, adding an estimated $13.2M. The largest seller was AEW Capital Management, exiting entirely with an estimated $20.1M sold.

  • 177 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2019, down from 199 in Q4 2018.
  • Funds reported $328M of Pennsylvania Real Estate Investment Trust stock for Q1 2019, down 7.2% quarter-over-quarter.
  • 19 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2019 and 41 closed out, a net change of -22 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2019 was Vanguard Group, an estimated $13.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2019 was AEW Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.