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PEI

Pennsylvania Real Estate Investment Trust
PEI

Delisted

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

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67 hedge funds and large institutions have $15.4M invested in Pennsylvania Real Estate Investment Trust in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $9.3M → $15.4M (+$6.13M)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 63 → 67 (+4)

6% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.06M

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
12
Reduced
19
Closed
11
Calls
$1.12M
Puts
$1.06M
Net Calls
+$66K
Net Calls Change
+$312K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.16M
2
Invesco
Invesco
Georgia
+$866K
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$809K
4
Lido Advisors
Lido Advisors
California
+$782K
5
Jane Street
Jane Street
New York
+$350K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$1.91M
2
Squarepoint
Squarepoint
New York
-$787K
3
Millennium Management
Millennium Management
New York
-$684K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$657K
5
SAM
Shell Asset Management
Netherlands
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$98K +$94.5K +3,180 +1,500%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$96K -$595 -20 -0.6%
Wolverine Trading
28
Wolverine Trading
Illinois
$76K +$26.7K +899 +54%
VF
29
Virtu Financial
New York
$68K -$169K -5,680 -71%
SAM
30
Silvercrest Asset Management
New York
$64K – – –
CAM
31
Carret Asset Management
New York
$60K – – –
PAG
32
Private Advisor Group
New Jersey
$50K – – –
Bank of New York Mellon
33
Bank of New York Mellon
New York
$49K +$50.1K +1,685 New
LP
34
LMR Partners
United Kingdom
$40K +$40.8K +1,373 New
UBS Group
35
UBS Group
Switzerland
$35K -$11.9K -399 -25%
WC
36
Westhampton Capital
North Carolina
$29K – – –
LPL Financial
37
LPL Financial
California
$23K +$23.6K +793 New
CG
38
Cutler Group
California
$22K +$22.9K +772 New
State Street
39
State Street
Massachusetts
$21K -$88.6K -2,979 -80%
Victory Capital Management
40
Victory Capital Management
Texas
$21K -$2.26K -76 -9%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$20.4K -$8.32K -280 -28%
FA
42
Forefront Analytics
Pennsylvania
$19K – – –
Osaic Holdings
43
Osaic Holdings
Arizona
$17K -$892 -30 -5%
HI
44
Harbour Investments
Wisconsin
$13K +$13.9K +467 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$12K -$20.5K -689 -61%
TCM
46
Tradewinds Capital Management
Washington
$12K – – –
SWM
47
Spire Wealth Management
Virginia
$10K +$9.9K +333 New
Lazard Asset Management
48
Lazard Asset Management
New York
$8K +$713 +24 +9%
PVH
49
Psagot Value Holdings
Israel
$6K – – –
CAM
50
Costello Asset Management
Pennsylvania
$5K – – –
1
2
3

PEI Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2021, worth a combined $15.4M — up 66% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PEI positions and 11 closed out — a net gain of 5 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.16M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.91M sold.

  • 67 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $15.4M of Pennsylvania Real Estate Investment Trust stock for Q1 2021, up 66% quarter-over-quarter.
  • 16 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2021 and 11 closed out, a net change of +5 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2021 was Vanguard Group, an estimated $2.16M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2021 was Charles Schwab, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2021.