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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
GSWM
151
Golden State Wealth Management
California
$31K +$32.9K +333 New
VCM
152
Versant Capital Management
Arizona
$29K +$5.83K +59 +23%
TRCT
153
Tower Research Capital (TRC)
New York
$21K +$21.8K +220 New
GWM
154
Geneos Wealth Management
Colorado
$17K +$11.2K +113 +166%
LTFS
155
Ladenburg Thalmann Financial Services
Florida
$16K +$6.53K +66 +62%
SWA
156
Sutton Wealth Advisors
Florida
$14.7K +$15.4K +156 New
LIA
157
LS Investment Advisors
Michigan
$12K
HCM
158
Highlander Capital Management
New Jersey
$11K -$2.67K -27 -18%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$11K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$9K -$33.1K -335 -78%
JWA
161
JFS Wealth Advisors
Pennsylvania
$9K
PCP
162
Proficio Capital Partners
Massachusetts
$6K +$6.63K +67 New
IA
163
IFP Advisors
Florida
$5K +$1.38K +14 +39%
CAL
164
Capital Analysts LLC
Pennsylvania
$4K -$10.1K -102 -68%
HFM
165
Harvest Fund Management
China
$4K
AG
166
Advisor Group
Arizona
$3K -$16.4K -166 -82%
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$2K -$1.48K -15 -47%
CAM
168
Cresset Asset Management
Illinois
$2K
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$2K
QCG
170
Quadrant Capital Group
Ohio
$2K +$1.88K +19 +158%
HR
171
Howe & Rusling
New York
$2K +$2.47K +25 New
RFC
172
Regions Financial Corp
Alabama
$1K
PA
173
Parallel Advisors
California
$1K +$1.48K +15 New
GT
174
Glenmede Trust
Pennsylvania
$23
ACM
175
AEW Capital Management
Massachusetts
-$20.1M -226,133 Closed

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.