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PEI

Pennsylvania Real Estate Investment Trust

Delisted

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

67 hedge funds and large institutions have $15.4M invested in Pennsylvania Real Estate Investment Trust in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more capital invested

Capital invested by funds: $9.3M → $15.4M (+$6.13M)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

6% more funds holding

Funds holding: 6367 (+4)

6% more call options, than puts

Call options by funds: $1.12M | Put options by funds: $1.06M

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
12
Reduced
19
Closed
11
Calls
$1.12M
Puts
$1.06M
Net Calls
+$66K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.8M +$2.16M +72,516 +77%
Lido Advisors
2
Lido Advisors
California
$1.74M +$782K +26,293 +77%
Invesco
3
Invesco
Georgia
$1.48M +$866K +29,134 +130%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$784K +$809K +27,229 New
BlackRock
5
BlackRock
New York
$589K +$144K +4,860 +31%
Brown Advisory
6
Brown Advisory
Maryland
$586K
V
7
Veritable
Delaware
$585K -$79.3K -2,667 -12%
Squarepoint
8
Squarepoint
New York
$506K -$787K -26,460 -60%
Northern Trust
9
Northern Trust
Illinois
$350K +$211K +7,090 +139%
Jane Street
10
Jane Street
New York
$339K +$350K +11,772 New
GC
11
Gratia Capital
California
$313K -$350K -11,777 -52%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$299K
Group One Trading
13
Group One Trading
Illinois
$257K +$201K +6,761 +311%
HH
14
Hilltop Holdings
Texas
$251K +$259K +8,708 New
HBWM
15
Hollow Brook Wealth Management
New York
$204K
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$193K -$657K -22,117 -77%
Bank of America
17
Bank of America
North Carolina
$193K +$23.6K +794 +14%
RC
18
Rovin Capital
Arizona
$176K
Morgan Stanley
19
Morgan Stanley
New York
$157K +$35.6K +1,196 +28%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$141K -$14.6K -492 -9%
WSFS
21
Wilmington Savings Fund Society
Delaware
$132K -$743 -25 -0.5%
Citadel Advisors
22
Citadel Advisors
Florida
$129K +$133K +4,490 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$128K -$44.6K -1,500 -25%
Wells Fargo
24
Wells Fargo
California
$114K +$35.7K +1,202 +43%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$99K -$1.01K -34 -1%

PEI Hedge Fund Activity: Q1 2021 in Review

67 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pennsylvania Real Estate Investment Trust (PEI) for Q1 2021, worth a combined $15.4M — up 66% from $9.3M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PEI positions and 11 closed out — a net gain of 5 holders — while 12 added to existing stakes and 19 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.16M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.91M sold.

  • 67 institutional investors held Pennsylvania Real Estate Investment Trust (PEI) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $15.4M of Pennsylvania Real Estate Investment Trust stock for Q1 2021, up 66% quarter-over-quarter.
  • 16 funds opened new Pennsylvania Real Estate Investment Trust positions in Q1 2021 and 11 closed out, a net change of +5 holders.
  • The largest Pennsylvania Real Estate Investment Trust buyer in Q1 2021 was Vanguard Group, an estimated $2.16M added.
  • The largest Pennsylvania Real Estate Investment Trust seller in Q1 2021 was Charles Schwab, an estimated $1.91M sold.

Based on aggregated 13F filings for Q1 2021.