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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

74 hedge funds and large institutions have $9.37M invested in Pennsylvania Real Estate Investment Trust in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

11% less funds holding

Funds holding: 8374 (-9)

48% less capital invested

Capital invested by funds: $18.2M → $9.37M (-$8.82M)

53% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 17

73% less call options, than puts

Call options by funds: $308K | Put options by funds: $1.14M

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
17
Calls
$308K
Puts
$1.14M
Net Calls
-$835K
Net Calls Change
-$296K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$11K +$214 +10 +1%
Victory Capital Management
52
Victory Capital Management
Texas
$11K +$901 +42 +6%
Simplex Trading
53
Simplex Trading
Illinois
$10K -$42.8K -1,994 -74%
FA
54
Forefront Analytics
Pennsylvania
$10K
JP Morgan Chase
55
JP Morgan Chase
New York
$10K +$13.6K +635 +31,750%
SCA
56
Snowden Capital Advisors
New York
$9K +$12.8K +595 New
SWM
57
Spire Wealth Management
Virginia
$5K
Lazard Asset Management
58
Lazard Asset Management
New York
$5K +$429 +20 +6%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$4.21K -$64 -3 -1%
Osaic Holdings
60
Osaic Holdings
Arizona
$4K
PVH
61
Psagot Value Holdings
Israel
$3K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$3K +$793 +37 +32%
CG
63
Cutler Group
California
$3K +$2.87K +134 +191%
CAM
64
Costello Asset Management
Pennsylvania
$2K
GI
65
Gradient Investments
Minnesota
$2K
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.16K
CFN
67
Cordasco Financial Network
Florida
$1K -$1.2K -56 -46%
HCM
68
Highlander Capital Management
New Jersey
$1K
JWA
69
JFS Wealth Advisors
Pennsylvania
$1K
BBHC
70
Brown Brothers Harriman & Co
New York
$8
HBWM
71
Hollow Brook Wealth Management
New York
-$206K -7,090 Closed
RC
72
Rovin Capital
Arizona
-$178K -6,108 Closed
Millennium Management
73
Millennium Management
New York
-$114K -3,926 Closed
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
-$113K -3,873 Closed
JMPWA
75
JP Morgan Private Wealth Advisors
California
-$99K -3,389 Closed

PEI Hedge Fund Activity: Q4 2021 in Review

74 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q4 2021, worth a combined $9.37M — down 48% from $18.2M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PEI and 8 opened new positions — a net loss of 9 holders — while 18 trimmed existing stakes and 20 added.

The largest buyer was Lido Advisors, adding an estimated $423K. The largest seller was Squarepoint, cutting an estimated $233K.

  • 74 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q4 2021, down from 83 in Q3 2021.
  • Funds reported $9.37M of Pennsylvania Real Estate Investment Trust stock for Q4 2021, down 48% quarter-over-quarter.
  • 8 funds opened new Pennsylvania Real Estate Investment Trust positions in Q4 2021 and 17 closed out, a net change of -9 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q4 2021 was Lido Advisors, an estimated $423K added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q4 2021 was Squarepoint, an estimated $233K sold.

Based on aggregated 13F filings for Q4 2021.