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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

182 hedge funds and large institutions have $1.42B invested in Pennsylvania Real Estate Investment Trust in 2016 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $613K

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

93% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 41

6% more funds holding

Funds holding: 171182 (+11)

2% more capital invested

Capital invested by funds: $1.4B → $1.42B (+$24.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
182
Holders Change
+11
Holders Change %
+6.43%
% of All Funds
4.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
79
Reduced
41
Closed
14
Calls
$1.42M
Puts
$613K
Net Calls
+$809K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
MWP
151
MYCIO Wealth Partners
Pennsylvania
$109K
CG
152
Cutler Group
California
$99K +$90.3K +303 New
BJ
153
BlackRock Japan
Japan
$80K -$298 -1 -0.4%
GT
154
Glenmede Trust
Pennsylvania
$77K
SAMC
155
Shinko Asset Management Company
Japan
$68K -$15.8K -53 -20%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$68K
HCM
157
Highlander Capital Management
New Jersey
$63K
AP
158
Advisors Preferred
Maryland
$57K +$7.75K +26 +18%
LTFS
159
Ladenburg Thalmann Financial Services
Florida
$57K +$13.4K +45 +34%
LIA
160
LS Investment Advisors
Michigan
$51K +$2.38K +8 +5%
WA
161
WFG Advisors
Texas
$50K
VCM
162
Versant Capital Management
Arizona
$39K +$1.19K +4 +3%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$35K -$9.24K -31 -23%
RFC
164
Russell Frank Company
Washington
$35K
GWM
165
Geneos Wealth Management
Colorado
$34K +$31.6K +106 New
PAM
166
Paradigm Asset Management
New York
$30.6K -$54.8K -184 -66%
JWA
167
JFS Wealth Advisors
Pennsylvania
$30K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$29K +$22.6K +76 +585%
TWI
169
Thomas White International
Illinois
$18K
HR
170
Howe & Rusling
New York
$17K
Geode Capital Management
171
Geode Capital Management
Massachusetts
$12.3K +$974K +3,269 +10%
US Bancorp
172
US Bancorp
Minnesota
$11K +$1.49K +5 +18%
CFA
173
CT Financial Advisors
Pennsylvania
$8.74K
FIB
174
First Interstate Bank
Montana
$7K
KT
175
Kanaly Trust
Texas
$5K +$4.47K +15 New

PEI Hedge Fund Activity: Q1 2016 in Review

182 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2016, worth a combined $1.42B — up 1.7% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PEI positions and 14 closed out — a net gain of 13 holders — while 79 added to existing stakes and 41 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $19.2M. The largest seller was Prudential Financial, cutting an estimated $37.4M.

  • 182 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2016, up from 171 in Q4 2015.
  • Funds reported $1.42B of Pennsylvania Real Estate Investment Trust stock for Q1 2016, up 1.7% quarter-over-quarter.
  • 27 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2016 and 14 closed out, a net change of +13 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2016 was JP Morgan Chase, an estimated $19.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2016 was Prudential Financial, an estimated $37.4M sold.

Based on aggregated 13F filings for Q1 2016.