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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

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: 6367 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GI
51
Gradient Investments
Minnesota
$4K
JWA
52
JFS Wealth Advisors
Pennsylvania
$3K
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.19K -$981 -33 -30%
RWB
54
RMR Wealth Builders
New Jersey
$2K +$1.87K +63 New
JCM
55
Jacobi Capital Management
Pennsylvania
$2K +$1.99K +67 New
GWM
56
Geneos Wealth Management
Colorado
$1K
HCM
57
Highlander Capital Management
New Jersey
$1K
AF
58
Advisornet Financial
Minnesota
$1K +$803 +27 New
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$51
MIH
60
Meitav Investment House
Israel
$24 +$25.1K +844 New
BBHC
61
Brown Brothers Harriman & Co
New York
$15
Charles Schwab
62
Charles Schwab
California
-$1.91M -127,301 Closed
Millennium Management
63
Millennium Management
New York
-$684K -45,617 Closed
SAM
64
Shell Asset Management
Netherlands
-$376K -25,087 Closed
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
-$41K -2,719 Closed
N
66
Natixis
France
-$41K -2,667 Closed
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
-$34K -2,238 Closed
GAM
68
Gotham Asset Management
New York
-$70K -859 Closed
PPA
69
Parametric Portfolio Associates
Washington
-$12K -767 Closed
Simplex Trading
70
Simplex Trading
Illinois
-$16.1K -542 -14%
ABC
71
Associated Banc-Corp
Wisconsin
-$4K -267 Closed
ASN
72
Advisory Services Network
Georgia
-$1K -37 Closed
Citigroup
73
Citigroup
New York
-$178 -6 -67%
FI
74
FormulaFolio Investments
Michigan
+$59 +2 New
Barclays
75
Barclays
United Kingdom
+$476 +16 New

PEI Hedge Fund Activity: Q1 2021 in Review

67 of the 5,696 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.