We are live on ! Find out more
PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

177 hedge funds and large institutions have $328M invested in Pennsylvania Real Estate Investment Trust in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 70 increasing their positions, 49 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 49

7% less capital invested

Capital invested by funds: $353M → $328M (-$25.5M)

11% less funds holding

Funds holding: 199177 (-22)

45% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.14M

54% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 41

Holders
177
Holders Change
-22
Holders Change %
-11.06%
% of All Funds
3.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
70
Reduced
49
Closed
41
Calls
$1.19M
Puts
$2.14M
Net Calls
-$955K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
MYCIO Wealth Partners
Pennsylvania
$156K
OPERF
102
Oregon Public Employees Retirement Fund
Oregon
$156K +$2.97K +30 +2%
LSERS
103
Louisiana State Employees Retirement System
Louisiana
$152K +$1.19K +12 +0.7%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$143K +$25K +253 +20%
TRSOTSOK
105
Teachers Retirement System of the State of Kentucky
Kentucky
$141K
COPPSERS
106
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$140K +$1.38K +14 +1%
US Bancorp
107
US Bancorp
Minnesota
$136K +$3.16K +32 +2%
KeyBank National Association
108
KeyBank National Association
Ohio
$132K
MSA
109
Mason Street Advisors
Wisconsin
$131K +$5.64K +57 +4%
ECM
110
Everence Capital Management
Indiana
$130K +$136K +1,373 New
MERSOM
111
Municipal Employees' Retirement System of Michigan
Michigan
$125K
BTS
112
BB&T Securities
Virginia
$120K +$10.7K +108 +9%
NAM
113
Nissay Asset Management
Japan
$120K +$125K +1,267 New
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$119K
DTL
115
Dynamic Technology Lab
Singapore
$119K +$42.9K +434 +52%
GHCM
116
Glen Harbor Capital Management
California
$111K
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$110K
MAM
118
Meeder Asset Management
Ohio
$109K +$31.8K +322 +38%
PIA
119
Piedmont Investment Advisors
North Carolina
$103K +$7.22K +73 +7%
FNT
120
First National Trust
Pennsylvania
$102K
NIT
121
NumerixS Investment Technologies
British Columbia, Canada
$102K +$108K +1,093 New
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$102K +$31.3K +317 +42%
JG
123
Jefferies Group
New York
$101K +$106K +1,073 New
HighTower Advisors
124
HighTower Advisors
Illinois
$100K +$104K +1,053 New
MFG
125
Magnus Financial Group
New York
$96K +$100K +1,015 New

PEI Hedge Fund Activity: Q1 2019 in Review

177 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2019, worth a combined $328M — down 7.2% from $353M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEI and 19 opened new positions — a net loss of 22 holders — while 49 trimmed existing stakes and 70 added.

The largest buyer was Vanguard Group, adding an estimated $13.2M. The largest seller was AEW Capital Management, exiting entirely with an estimated $20.1M sold.

  • 177 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2019, down from 199 in Q4 2018.
  • Funds reported $328M of Pennsylvania Real Estate Investment Trust stock for Q1 2019, down 7.2% quarter-over-quarter.
  • 19 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2019 and 41 closed out, a net change of -22 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2019 was Vanguard Group, an estimated $13.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2019 was AEW Capital Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2019.