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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

190 hedge funds and large institutions have $600M invested in Pennsylvania Real Estate Investment Trust in 2018 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 204190 (-14)

15% less capital invested

Capital invested by funds: $702M → $600M (-$103M)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

35% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 34

53% less call options, than puts

Call options by funds: $1.76M | Put options by funds: $3.74M

Holders
190
Holders Change
-14
Holders Change %
-6.86%
% of All Funds
4.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
56
Reduced
70
Closed
34
Calls
$1.76M
Puts
$3.74M
Net Calls
-$1.98M
Net Calls Change
+$740K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
176
Rehmann Capital Advisory Group
Michigan
$3.34K
GAM
177
Gemmer Asset Management
California
$3K +$155 +1 +6%
JA
178
JOYN Advisors
Georgia
$2K -$2.8K -18 -53%
PS
179
Portfolio Strategies
New York
$2K
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$2K +$1.24K +8 +89%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$2K +$1.71K +11 New
HR
182
Howe & Rusling
New York
$1K
RFC
183
Regions Financial Corp
Alabama
$1K
S
184
SignatureFD
Georgia
$1K
Simplex Trading
185
Simplex Trading
Illinois
$1K +$1.71K +11 New
APA
186
American Portfolios Advisors
New York
$378
SMDAM
187
Sumitomo Mitsui DS Asset Management
Japan
-$3.71M -22,505 Closed
AMI
188
Amica Mutual Insurance
Rhode Island
-$2.85M -17,316 Closed
APFBOT
189
Amica Pension Fund Board of Trustees
Rhode Island
-$2.49M -15,120 Closed
GEM
190
Global Endowment Management
North Carolina
-$1.5M -9,074 Closed
VRS
191
Virginia Retirement Systems
Virginia
-$1.26M -7,673 Closed
VLKIM
192
Van Lanschot Kempen Investment Management
Netherlands
-$755K -4,580 Closed
AA
193
ALPS Advisors
Colorado
-$672K -4,077 Closed
PSUF
194
People's United Financial
Connecticut
-$669K -4,057 Closed
Walleye Trading
195
Walleye Trading
New York
-$538K -3,462 Closed
ARMT
196
Amica Retiree Medical Trust
Rhode Island
-$391K -2,372 Closed
GCP
197
GSA Capital Partners
United Kingdom
-$377K -2,288 Closed
Connor, Clark & Lunn Investment Management (CC&L)
198
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$353K -2,143 Closed
SPC
199
Sigma Planning Corp
Michigan
-$337K -2,044 Closed
Point72 Asset Management
200
Point72 Asset Management
Connecticut
-$315K -1,913 Closed

PEI Hedge Fund Activity: Q3 2018 in Review

190 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q3 2018, worth a combined $600M — down 15% from $702M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PEI and 22 opened new positions — a net loss of 12 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $10.2M. The largest seller was BNP Paribas Asset Management, cutting an estimated $4.44M.

  • 190 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q3 2018, down from 204 in Q2 2018.
  • Funds reported $600M of Pennsylvania Real Estate Investment Trust stock for Q3 2018, down 15% quarter-over-quarter.
  • 22 funds opened new Pennsylvania Real Estate Investment Trust positions in Q3 2018 and 34 closed out, a net change of -12 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q3 2018 was Mirae Asset Global Investments, an estimated $10.2M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q3 2018 was BNP Paribas Asset Management, an estimated $4.44M sold.

Based on aggregated 13F filings for Q3 2018.