AEW Capital Management’s Phillips Edison & Co PECO Stock Holding History

AEW Capital Management’s Portfolio PECO Stock Details PECO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-249,810	Closed	-$8.58M	–	45
2025 Q3	$8.58M	Sell	249,810 -253,739	-50%	-$8.79M	0.48%	26
2025 Q2	$17.6M	Sell	503,549 -71,270	-12%	-$2.52M	0.93%	30
2025 Q1	$21M	Sell	574,819 -53,070	-8%	-$1.92M	1.03%	26
2024 Q4	$23.5M	Buy	627,889 +200,819	+47%	+$7.65M	1.14%	26
2024 Q3	$16.1M	Buy	+427,070	New	+$15.2M	0.69%	37
2023 Q2	–	Sell	-514,580	Closed	-$16.8M	–	47
2023 Q1	$16.8M	Buy	+514,580	New	+$16.8M	0.63%	40

Other funds holding PECO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

EGM

Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AEW Capital Management's PECO Position: Q4 2025 in Review

AEW Capital Management sold out of Phillips Edison & Co (PECO) in Q4 2025, closing a stake of 249,810 shares — an estimated $8.58M sold.

AEW Capital Management first reported a position in PECO in Q1 2023 and held it in 6 quarters. The position peaked at $23.5M in Q4 2024. 417 funds tracked by Wall St. Rank hold PECO as of Q4 2025.

AEW Capital Management reported no remaining Phillips Edison & Co position as of Q4 2025 after selling out during the quarter.
AEW Capital Management sold 249,810 Phillips Edison & Co shares in Q4 2025, an estimated $8.58M.
AEW Capital Management first reported a position in Phillips Edison & Co in Q1 2023 and held it in 6 quarters.
AEW Capital Management's Phillips Edison & Co position peaked at $23.5M in Q4 2024.
417 funds tracked by Wall St. Rank held Phillips Edison & Co as of Q4 2025.

Based on AEW Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.