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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

166 hedge funds and large institutions have $297M invested in Pennsylvania Real Estate Investment Trust in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 176166 (-10)

11% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 55

12% less capital invested

Capital invested by funds: $337M → $297M (-$39.5M)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

91% less call options, than puts

Call options by funds: $1.57M | Put options by funds: $17.3M

Holders
166
Holders Change
-10
Holders Change %
-5.68%
% of All Funds
3.64%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
55
Closed
33
Calls
$1.57M
Puts
$17.3M
Net Calls
-$15.7M
Net Calls Change
+$2.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Group One Trading
126
Group One Trading
Illinois
$54K +$53.1K +627 +62,700%
SIAP
127
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K +$53.7K +633 New
Daiwa Securities Group
128
Daiwa Securities Group
Japan
$51K
KHLMVGHM
129
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$48.8K +$3.79M +44,721 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$47K -$14.3K -169 -24%
AG
131
Advisor Group
Arizona
$46K +$17.3K +204 +61%
QT
132
Quantbot Technologies
New York
$44K +$10.5K +124 +32%
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$40K -$17.4K -205 -31%
US Bancorp
134
US Bancorp
Minnesota
$40K -$11.6K -137 -23%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.3K -$15.6K -184 -30%
IA
136
IFP Advisors
Florida
$35K +$34.2K +404 New
AIP
137
Ameritas Investment Partners
Nebraska
$34K
CG
138
Cutler Group
California
$33K -$12.7K -150 -28%
AS
139
Altshuler Shaham
Israel
$30K +$29.4K +347 New
GSWM
140
Golden State Wealth Management
California
$29K
LTFS
141
Ladenburg Thalmann Financial Services
Florida
$24K +$85 +1 +0.4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$22K -$77.6K -916 -78%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$18K +$4.66K +55 +35%
KHLMTHM
144
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$17.5K +$1.36M +16,071 New
GWM
145
Geneos Wealth Management
Colorado
$15K
MOACM
146
Mutual of America Capital Management
New York
$12K -$1.22M -14,430 -99%
LIA
147
LS Investment Advisors
Michigan
$11K
HCM
148
Highlander Capital Management
New Jersey
$10K
JWA
149
JFS Wealth Advisors
Pennsylvania
$8K
Pacer Advisors
150
Pacer Advisors
Pennsylvania
$8K

PEI Hedge Fund Activity: Q3 2019 in Review

166 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q3 2019, worth a combined $297M — down 12% from $337M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PEI and 23 opened new positions — a net loss of 10 holders — while 55 trimmed existing stakes and 49 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $10.7M. The largest seller was BlackRock, cutting an estimated $5.89M.

  • 166 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q3 2019, down from 176 in Q2 2019.
  • Funds reported $297M of Pennsylvania Real Estate Investment Trust stock for Q3 2019, down 12% quarter-over-quarter.
  • 23 funds opened new Pennsylvania Real Estate Investment Trust positions in Q3 2019 and 33 closed out, a net change of -10 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q3 2019 was Mirae Asset Global Investments, an estimated $10.7M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q3 2019 was BlackRock, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2019.