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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$738K -$362K -3,664 -32%
Asset Management One
52
Asset Management One
Japan
$733K +$9.99K +101 +1%
AA
53
ALPS Advisors
Colorado
$729K +$175K +1,767 +30%
SO
54
STRS Ohio
Ohio
$681K -$72.8K -736 -9%
HBWM
55
Hollow Brook Wealth Management
New York
$669K
AllianceBernstein
56
AllianceBernstein
Tennessee
$668K -$88K -890 -11%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$663K -$16.2K -164 -2%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$662K -$31.6K -320 -4%
ASRS
59
Arizona State Retirement System
Arizona
$628K +$7.02K +71 +1%
ACI
60
AMP Capital Investors
Australia
$607K +$134K +1,353 +27%
KM
61
Kalos Management
Georgia
$571K -$115K -1,158 -16%
JP Morgan Chase
62
JP Morgan Chase
New York
$542K -$4.67M -47,207 -89%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$519K -$132K -1,333 -20%
Citigroup
64
Citigroup
New York
$486K +$56.8K +574 +13%
Renaissance Technologies
65
Renaissance Technologies
New York
$456K -$38.3K -387 -7%
WSFS
66
Wilmington Savings Fund Society
Delaware
$440K
AG
67
Aperio Group
California
$434K +$144K +1,460 +46%
TIAAOA
68
Teachers Insurance & Annuity Association of America
New York
$433K -$181K -1,830 -28%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$432K -$58K -587 -11%
VRS
70
Virginia Retirement Systems
Virginia
$420K +$81.1K +820 +23%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$419K
Nisa Investment Advisors
72
Nisa Investment Advisors
Missouri
$419K +$308K +3,113 +234%
AIA
73
Arrow Investment Advisors
Maryland
$392K +$108K +1,088 +35%
Comerica Bank
74
Comerica Bank
Texas
$387K +$10.8K +109 +3%
SG Americas Securities
75
SG Americas Securities
New York
$356K +$60.6K +613 +19%

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.