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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

66 hedge funds and large institutions have $4.85M invested in Pennsylvania Real Estate Investment Trust in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% less funds holding

Funds holding: 7466 (-8)

45% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 22

48% less capital invested

Capital invested by funds: $9.37M → $4.85M (-$4.52M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

75% less call options, than puts

Call options by funds: $137K | Put options by funds: $538K

Holders
66
Holders Change
-8
Holders Change %
-10.81%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
22
Closed
14
Calls
$137K
Puts
$538K
Net Calls
-$401K
Net Calls Change
+$434K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Carret Asset Management
New York
$20K
Nisa Investment Advisors
27
Nisa Investment Advisors
Missouri
$17K
Daiwa Securities Group
28
Daiwa Securities Group
Japan
$17K +$7.07K +530 +42%
BWM
29
BCS Wealth Management
Tennessee
$17K +$8.9K +667 +61%
Two Sigma Investments
30
Two Sigma Investments
New York
$17K +$12.2K +913 +107%
Mitsubishi UFJ Asset Management
31
Mitsubishi UFJ Asset Management
Japan
$15K
PAG
32
Private Advisor Group
New Jersey
$14K -$3.56K -267 -15%
UBS Group
33
UBS Group
Switzerland
$14K +$9.72K +729 +106%
Vontobel Holding
34
Vontobel Holding
Switzerland
$12K
Goldman Sachs
35
Goldman Sachs
New York
$12K +$5.59K +419 +49%
CIA
36
Choate Investment Advisors
Massachusetts
$9K +$13.3K +1,000 New
MIH
37
Meitav Investment House
Israel
$8K
RJFSA
38
Raymond James Financial Services Advisors
Florida
$8K
WC
39
Westhampton Capital
North Carolina
$8K
SAM
40
Silvercrest Asset Management
New York
$7K -$20.4K -1,529 -69%
First Trust Advisors
41
First Trust Advisors
Illinois
$7K +$240 +18 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$7K +$8.4K +630 +412%
RC
43
Rovin Capital
Arizona
$7K +$10K +753 New
Citadel Advisors
44
Citadel Advisors
Florida
$6K -$178K -13,338 -95%
HH
45
Hilltop Holdings
Texas
$6K -$6.13K -460 -41%
FA
46
Forefront Analytics
Pennsylvania
$6K
SRC
47
Shufro Rose & Co
New York
$6K +$8.98K +673 New
Victory Capital Management
48
Victory Capital Management
Texas
$5K -$467 -35 -5%
BBHC
49
Brown Brothers Harriman & Co
New York
$5K
JP Morgan Chase
50
JP Morgan Chase
New York
$4K -$2.41K -181 -28%

PEI Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2022, worth a combined $4.85M — down 48% from $9.37M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PEI and 6 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 12 added.

The largest buyer was Lido Advisors, adding an estimated $432K. The largest seller was Invesco, cutting an estimated $425K.

  • 66 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2022, down from 74 in Q4 2021.
  • Funds reported $4.85M of Pennsylvania Real Estate Investment Trust stock for Q1 2022, down 48% quarter-over-quarter.
  • 6 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2022 and 14 closed out, a net change of -8 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2022 was Lido Advisors, an estimated $432K added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2022 was Invesco, an estimated $425K sold.

Based on aggregated 13F filings for Q1 2022.