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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

80 hedge funds and large institutions have $22.7M invested in Pennsylvania Real Estate Investment Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

47% more capital invested

Capital invested by funds: $15.4M → $22.7M (+$7.29M)

19% more funds holding

Funds holding: 6780 (+13)

15% less call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.48M

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
12
Reduced
18
Closed
6
Calls
$2.1M
Puts
$2.48M
Net Calls
-$376K
Net Calls Change
-$442K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
Forefront Analytics
Pennsylvania
$25K
RJA
52
Raymond James & Associates
Florida
$25K +$21.9K +671 New
Osaic Holdings
53
Osaic Holdings
Arizona
$21K
HI
54
Harbour Investments
Wisconsin
$17K
TCM
55
Tradewinds Capital Management
Washington
$16K
ASN
56
Advisory Services Network
Georgia
$13K +$11.7K +359 New
SWM
57
Spire Wealth Management
Virginia
$12K
Lazard Asset Management
58
Lazard Asset Management
New York
$10K
Barclays
59
Barclays
United Kingdom
$10K +$8.28K +254 +1,588%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$9.8K +$8.54K +262 New
PAM
61
Panagora Asset Management
Massachusetts
$8K +$6.68K +205 New
PVH
62
Psagot Value Holdings
Israel
$7K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$6K -$8.9K -273 -63%
CAM
64
Costello Asset Management
Pennsylvania
$6K
GI
65
Gradient Investments
Minnesota
$5K
CFN
66
Cordasco Financial Network
Florida
$5K +$4.01K +123 New
TRCT
67
Tower Research Capital (TRC)
New York
$4K -$107K -3,292 -97%
JWA
68
JFS Wealth Advisors
Pennsylvania
$3K
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.84K
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$2.76K -$20.6K -633 -90%
GWM
71
Geneos Wealth Management
Colorado
$2K
JCM
72
Jacobi Capital Management
Pennsylvania
$2K
AF
73
Advisornet Financial
Minnesota
$1K
HCM
74
Highlander Capital Management
New Jersey
$1K
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$66

PEI Hedge Fund Activity: Q2 2021 in Review

80 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q2 2021, worth a combined $22.7M — up 47% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new PEI positions and 6 closed out — a net gain of 13 holders — while 12 added to existing stakes and 18 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $540K. The largest seller was Jane Street, cutting an estimated $360K.

  • 80 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q2 2021, up from 67 in Q1 2021.
  • Funds reported $22.7M of Pennsylvania Real Estate Investment Trust stock for Q2 2021, up 47% quarter-over-quarter.
  • 19 funds opened new Pennsylvania Real Estate Investment Trust positions in Q2 2021 and 6 closed out, a net change of +13 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q2 2021 was Brookfield Corp, an estimated $540K added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q2 2021 was Jane Street, an estimated $360K sold.

Based on aggregated 13F filings for Q2 2021.