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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

171 hedge funds and large institutions have $1.4B invested in Pennsylvania Real Estate Investment Trust in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 45 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

57% more call options, than puts

Call options by funds: $858K | Put options by funds: $547K

49% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 45

11% more capital invested

Capital invested by funds: $1.26B → $1.4B (+$143M)

9% more funds holding

Funds holding: 157171 (+14)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
171
Holders Change
+14
Holders Change %
+8.92%
% of All Funds
4.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
67
Reduced
45
Closed
5
Calls
$858K
Puts
$547K
Net Calls
+$311K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$1.14M +$29.6K +92 +3%
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$1.13M -$47K -146 -4%
Sumitomo Mitsui Trust Group
78
Sumitomo Mitsui Trust Group
Japan
$1.11M -$5.48K -17 -0.5%
SEI Investments
79
SEI Investments
Pennsylvania
$1.07M +$143K +443 +16%
SDIC
80
South Dakota Investment Council
South Dakota
$1.07M
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$1.05M -$392K -1,217 -28%
Public Sector Pension Investment Board (PSP Investments)
82
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.04M -$612K -1,900 -37%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$1.04M
Lazard Asset Management
84
Lazard Asset Management
New York
$1.02M +$972K +3,018 +3,469%
Barclays
85
Barclays
United Kingdom
$942K +$20.9K +65 +2%
Nomura Asset Management
86
Nomura Asset Management
Japan
$881K +$71.9K +223 +9%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$874K +$4.19K +13 +0.5%
AQR Capital Management
88
AQR Capital Management
Connecticut
$794K -$1.1M -3,405 -58%
ASRS
89
Arizona State Retirement System
Arizona
$753K +$25.8K +80 +4%
VRS
90
Virginia Retirement Systems
Virginia
$737K +$724K +2,247 New
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$671K
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$669K +$2.26K +7 +0.3%
SCM
93
Stevens Capital Management
Pennsylvania
$600K -$377K -1,169 -39%
SBIA
94
Sheaff Brock Investment Advisors
Indiana
$595K +$584K +1,813 New
First Trust Advisors
95
First Trust Advisors
Illinois
$585K +$35.8K +111 +7%
Credit Agricole
96
Credit Agricole
France
$507K +$217K +672 +77%
Envestnet Asset Management
97
Envestnet Asset Management
Illinois
$501K +$16.4K +51 +3%
UBS Group
98
UBS Group
Switzerland
$488K +$248K +770 +108%
AAM
99
Advisors Asset Management
Colorado
$479K -$40K -124 -8%
AG
100
Aperio Group
California
$479K +$73.5K +228 +19%

PEI Hedge Fund Activity: Q4 2015 in Review

171 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q4 2015, worth a combined $1.4B — up 11% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new PEI positions and 5 closed out — a net gain of 16 holders — while 67 added to existing stakes and 45 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $31.9M. The largest seller was Dreman Value Management, exiting entirely with an estimated $10.5M sold.

  • 171 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q4 2015, up from 157 in Q3 2015.
  • Funds reported $1.4B of Pennsylvania Real Estate Investment Trust stock for Q4 2015, up 11% quarter-over-quarter.
  • 21 funds opened new Pennsylvania Real Estate Investment Trust positions in Q4 2015 and 5 closed out, a net change of +16 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q4 2015 was APG Asset Management US, an estimated $31.9M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q4 2015 was Dreman Value Management, an estimated $10.5M sold.

Based on aggregated 13F filings for Q4 2015.