We are live on ! Find out more
PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

197 hedge funds and large institutions have $679M invested in Pennsylvania Real Estate Investment Trust in 2018 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 67 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 196197 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 67

16% less capital invested

Capital invested by funds: $811M → $679M (-$132M)

18% less call options, than puts

Call options by funds: $2.36M | Put options by funds: $2.86M

Holders
197
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
64
Reduced
67
Closed
21
Calls
$2.36M
Puts
$2.86M
Net Calls
-$503K
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
151
Daiwa Securities Group
Japan
$87K +$21.2K +133 +28%
EP
152
Elkfork Partners
Oregon
$77K
RCM
153
Riverhead Capital Management
Delaware
$62K
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$61K +$9.24K +58 +16%
AIP
155
Ameritas Investment Partners
Nebraska
$57K
TAM
156
Tyers Asset Management
Texas
$56K
LFG
157
LifePlan Financial Group
Ohio
$53K +$58.5K +367 New
BGIM
158
Brandywine Global Investment Management
Pennsylvania
$52K
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$50K -$190K -1,192 -77%
PG
160
PEAK6 Group
Illinois
$43K -$32.4K -203 -40%
GT
161
Glenmede Trust
Pennsylvania
$42K
VCM
162
Versant Capital Management
Arizona
$26K +$1.44K +9 +5%
HCM
163
Highlander Capital Management
New Jersey
$24K
CAL
164
Capital Analysts LLC
Pennsylvania
$21K -$3.67K -23 -14%
QCG
165
Quadrant Capital Group
Ohio
$21K
MOS
166
MGO One Seven
Ohio
$18K -$159 -1 -0.8%
LIA
167
LS Investment Advisors
Michigan
$18K
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$17K -$268K -1,680 -94%
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$17K +$956 +6 +5%
MAM
170
Meeder Asset Management
Ohio
$16K -$638 -4 -4%
LTFS
171
Ladenburg Thalmann Financial Services
Florida
$15K +$4.62K +29 +37%
CG
172
Cutler Group
California
$14K -$166K -1,042 -91%
SWM
173
SeaCrest Wealth Management
New York
$14K -$6.7K -42 -30%
SWA
174
Sutton Wealth Advisors
Florida
$13.8K
JWA
175
JFS Wealth Advisors
Pennsylvania
$13K

PEI Hedge Fund Activity: Q1 2018 in Review

197 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2018, worth a combined $679M — down 16% from $811M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PEI positions and 21 closed out — a net gain of 2 holders — while 64 added to existing stakes and 67 trimmed.

The largest buyer was AEW Capital Management, opening a new position worth an estimated $39.6M. The largest seller was Northern Trust, cutting an estimated $10.4M.

  • 197 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2018, up from 196 in Q4 2017.
  • Funds reported $679M of Pennsylvania Real Estate Investment Trust stock for Q1 2018, down 16% quarter-over-quarter.
  • 23 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2018 and 21 closed out, a net change of +2 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2018 was AEW Capital Management, an estimated $39.6M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2018 was Northern Trust, an estimated $10.4M sold.

Based on aggregated 13F filings for Q1 2018.