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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

124 hedge funds and large institutions have $49.6M invested in Pennsylvania Real Estate Investment Trust in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 44 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less capital invested

Capital invested by funds: $54.4M → $49.6M (-$4.83M)

9% less funds holding

Funds holding: 137124 (-13)

33% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 36

39% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 44

60% less call options, than puts

Call options by funds: $345K | Put options by funds: $857K

Holders
124
Holders Change
-13
Holders Change %
-9.49%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
27
Reduced
44
Closed
36
Calls
$345K
Puts
$857K
Net Calls
-$512K
Net Calls Change
-$232K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$36K +$8.35K +463 +36%
PAG
77
Private Advisor Group
New Jersey
$35K
CS
78
Credit Suisse
Switzerland
$33K -$124K -6,862 -81%
OPERF
79
Oregon Public Employees Retirement Fund
Oregon
$33K
RC
80
Rovin Capital
Arizona
$32K +$27.9K +1,549 New
MSA
81
Mason Street Advisors
Wisconsin
$31K +$2.4K +133 +10%
KeyBank National Association
82
KeyBank National Association
Ohio
$29K
PPA
83
Parametric Portfolio Associates
Washington
$27K -$240K -13,313 -91%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$27K
AllianceBernstein
85
AllianceBernstein
Tennessee
$24K -$153K -8,464 -88%
BBHC
86
Brown Brothers Harriman & Co
New York
$24K
TRCT
87
Tower Research Capital (TRC)
New York
$24K +$21.2K +1,176 New
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$22K
AG
89
Aperio Group
California
$21K -$1.21K -67 -6%
QIM
90
Quantitative Investment Management
Virginia
$20K
WC
91
Westhampton Capital
North Carolina
$20K
DC
92
Diametric Capital
Massachusetts
$20K +$18K +998 New
AAS
93
Avantax Advisory Services
Texas
$18K -$920 -51 -5%
FNT
94
First National Trust
Pennsylvania
$18K
RJA
95
Raymond James & Associates
Florida
$18K +$288 +16 +2%
Mitsubishi UFJ Asset Management
96
Mitsubishi UFJ Asset Management
Japan
$17K
Victory Capital Management
97
Victory Capital Management
Texas
$16K -$13.3K -735 -48%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$16K +$13.9K +773 New
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$15K
FA
100
Forefront Analytics
Pennsylvania
$14K +$12K +667 New

PEI Hedge Fund Activity: Q2 2020 in Review

124 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q2 2020, worth a combined $49.6M — down 8.9% from $54.4M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of PEI and 24 opened new positions — a net loss of 12 holders — while 44 trimmed existing stakes and 27 added.

The largest buyer was Invesco, adding an estimated $1.2M. The largest seller was Nuveen, exiting entirely with an estimated $9.19M sold.

  • 124 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q2 2020, down from 137 in Q1 2020.
  • Funds reported $49.6M of Pennsylvania Real Estate Investment Trust stock for Q2 2020, down 8.9% quarter-over-quarter.
  • 24 funds opened new Pennsylvania Real Estate Investment Trust positions in Q2 2020 and 36 closed out, a net change of -12 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q2 2020 was Invesco, an estimated $1.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q2 2020 was Nuveen, an estimated $9.19M sold.

Based on aggregated 13F filings for Q2 2020.